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Principal Hybrid Equity Fund

Principal Hybrid Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.27

as on 30 Nov 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,327 today.

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NAV Performance

Principal Hybrid Equity Fund performance graph for last 3 years
Performance of Principal Hybrid Equity Fund for last 3 Years

Fund Information

  • ₹ 118.096

    as on 30 Nov 2022
  • Regular - Growth

  • -

  • ₹ 300

  • ₹ 1,073 Cr.

    as on 31 Dec 2021
  • 2.24%

  • 14 Jan 2000

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • Principal Mutual Fund

    Show All Funds

Highlights of this fund

Principal Hybrid Equity Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 14 Jan 2000. This fund is offered by one of the top AMC (Assets Management Company) Principal Mutual Fund. You can also view here all other Hybrid funds offered by Principal Mutual Fund.

Latest NAV of the fund is ₹ 118.096 as on 30 Nov 2022.

This fund has 22 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.24%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 300.

Fund Objective

To provide long term capital appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.

List of Fund Managers of Principal Hybrid Equity Fund

  • About Bekxy Kuriakose

    Picture of Bekxy KuriakoseBekxy Kuriakose has over 18 years of experience in dealing, research and fund management. Having primarily managed Fixed Income funds, she has worked as Asst. Vice President with L&T Mutual Fund, and as a Fund Manager with Reliance Life Insurance and SBI Mutual Fund. Kuriakose holds a graduate degree in Economics (Hons) and a PGDM from IIM Bangalore.
  • About Ravi Gopalakrishnan

    Picture of Ravi GopalakrishnanMr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA. Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
  • About Ashish Agarwal

    Picture of Ashish Agarwal

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 4.56% 6.29% 15.69% 27.10% 35.41% 30.59% 19.28% 17.91% 24.87% 25.30% 34.06% 26.69% 19.73%
Category Average 2.97% 3.40% 10.12% 7.34% 17.95% 14.72% 10.28% 12.86% 12.81% 12.11% 17.21% 14.20% 12.78%
Principal Hybrid Equity Fund 3.52%₹ 10,352 3.83%₹ 10,383 10.92%₹ 11,092 7.10%₹ 10,709 13.96%₹ 12,890 18.20%₹ 13,990 13.03%₹ 27,336 15.27%₹ 15,327 17.82%₹ 46,832 9.47%₹ 15,727 13.57%₹ 84,333 13.38%₹ 35,126 13.21%₹ 2,39,144
ICICI Prudential Equity & Debt Fund 2.92%₹ 10,292 5.48%₹ 10,547 11.73%₹ 11,173 15.57%₹ 11,556 19.02%₹ 13,205 32.19%₹ 17,515 22.37%₹ 29,820 21.11%₹ 17,784 27.22%₹ 53,331 14.01%₹ 19,273 20.11%₹ 99,011 16.26%₹ 45,159 16.39%₹ 2,83,591
Kotak Equity Hybrid 3.07%₹ 10,306 2.84%₹ 10,284 9.85%₹ 10,985 8.54%₹ 10,854 13.29%₹ 12,848 20.23%₹ 14,477 13.69%₹ 27,509 17.12%₹ 16,078 19.90%₹ 48,218 11.81%₹ 17,477 16.34%₹ 90,302 - -
Canara Robeco Equity Hybrid Fund 3.04%₹ 10,303 3.25%₹ 10,325 10.02%₹ 11,001 6.29%₹ 10,628 11.75%₹ 12,751 15.48%₹ 13,350 10.85%₹ 26,766 15.37%₹ 15,369 15.70%₹ 45,441 11.96%₹ 17,597 14.26%₹ 85,790 13.74%₹ 36,263 13.64%₹ 2,44,660
DSP Equity And Bond Fund 2.92%₹ 10,291 1.97%₹ 10,196 9.45%₹ 10,945 0.70%₹ 10,069 7.90%₹ 12,508 13.79%₹ 12,961 7.65%₹ 25,939 13.30%₹ 14,555 13.65%₹ 44,123 9.96%₹ 16,083 12.68%₹ 82,495 12.75%₹ 33,238 12.67%₹ 2,32,291
Mirae Asset Hybrid - Equity Fund 3.55%₹ 10,354 3.66%₹ 10,366 9.80%₹ 10,979 5.99%₹ 10,599 12.13%₹ 12,775 16.63%₹ 13,619 11.23%₹ 26,866 13.89%₹ 14,783 16.16%₹ 45,738 11.24%₹ 17,040 13.86%₹ 84,940 - -

Portfolio Holdings

Portfolio holdings pattern of Principal Hybrid Equity Fund as on 01 Dec 2022 are listed below:

  • Equity Holdings:

    74.29%
  • Debt Holdings:

    20.18%
  • Others Holdings:

    5.64%

Top Sector Holdings of Principal Hybrid Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.45% ₹ 479.59 Cr.
Computers - Software 12.59% ₹ 387.02 Cr.
Refineries/Marketing 4.43% ₹ 136.04 Cr.
Housing Finance 3.89% ₹ 119.55 Cr.
Pharmaceuticals 3.45% ₹ 106.11 Cr.
Others 60.19% -

Top Stock Holdings of Principal Hybrid Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 5.97% ₹ 183.43 Cr.
ICICI Bank Ltd. 4.74% ₹ 145.64 Cr.
HDFC Bank Ltd. 4.56% ₹ 140.34 Cr.
Reliance Industries Ltd. 2.96% ₹ 90.94 Cr.
Larsen & Toubro Ltd. 2.83% ₹ 87.14 Cr.
Others 78.94% -

Top Debt Instrument Type holdings of Principal Hybrid Equity Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 13.28% ₹ 408.67 Cr.
GOI 5.12% ₹ 157.37 Cr.
T-Bills 1.78% ₹ 54.71 Cr.
Others 79.82% -

Top Debt Holdings of Principal Hybrid Equity Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 5.12% ₹ 157.37 Cr.
Bond - National Bank for Agriculture & Rural Development 1.82% ₹ 56.11 Cr.
Bond - T-Bill 1.78% ₹ 54.71 Cr.
Bond - Power Finance Corporation Ltd. 1.49% ₹ 46.08 Cr.
Bond - Rural Electrification Corporation Limited 1.34% ₹ 41.22 Cr.
Others 88.45%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 3.70%
TREPS 1.26%
Reverse Repo 0.68%