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Principal Hybrid Equity Fund

Principal Hybrid Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

14.24

as on 06 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,913 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

  • ₹ 109.990

    as on 06 Dec 2021
  • Regular - Growth

  • 10 / 33

  • ₹ 300

  • ₹ 1,080 Cr.

    as on 06 Dec 2021
  • 2.23%

    since 31 May 2021
  • 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 ₹ 109.990 as on 06 Dec 2021.

This fund has 21 years of track record. Since 31 May 2021 expense ratio of this fund is 2.23%. 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 -0.09% 4.67% 19.19% 51.09% 39.12% 28.67% 19.97% 17.80% 40.89% 49.96% 38.43% 26.07% 19.30%
Category Average -3.44% 0.32% 8.78% 27.39% 19.45% 15.79% 12.92% 13.60% 18.72% 26.94% 21.17% 15.09% 13.53%
Principal Hybrid Equity Fund -3.75%₹ 9,624 0.89%₹ 10,088 10.67%₹ 11,066 28.09%₹ 12,808 20.38%₹ 13,283 20.05%₹ 14,419 27.76%₹ 31,282 14.24%₹ 14,913 20.94%₹ 48,918 14.19%₹ 19,422 14.74%₹ 86,801 14.87%₹ 40,069 14.42%₹ 2,55,051
ICICI Prudential Equity & Debt Fund -4.11%₹ 9,589 4.67%₹ 10,467 14.09%₹ 11,408 43.40%₹ 14,339 31.91%₹ 13,979 24.44%₹ 15,494 37.44%₹ 33,985 19.44%₹ 17,049 27.39%₹ 53,449 15.06%₹ 20,175 18.57%₹ 95,343 16.54%₹ 46,303 16.41%₹ 2,83,908
Kotak Equity Hybrid -2.37%₹ 9,763 2.12%₹ 10,212 8.02%₹ 10,802 30.11%₹ 13,010 20.27%₹ 13,276 22.15%₹ 14,929 30.85%₹ 32,137 19.49%₹ 17,066 24.62%₹ 51,473 13.90%₹ 19,175 17.01%₹ 91,781 - -
Mirae Asset Hybrid - Equity Fund -3.58%₹ 9,642 -0.05%₹ 9,995 8.06%₹ 10,806 25.94%₹ 12,594 17.32%₹ 13,094 18.63%₹ 14,080 25.64%₹ 30,702 16.54%₹ 15,835 20.61%₹ 48,697 14.93%₹ 20,058 15.80%₹ 89,091 - -
Canara Robeco Equity Hybrid Fund -3.68%₹ 9,631 -1.57%₹ 9,843 7.52%₹ 10,752 23.42%₹ 12,342 15.31%₹ 12,970 20.09%₹ 14,429 24.19%₹ 30,306 17.53%₹ 16,240 20.79%₹ 48,820 14.75%₹ 19,902 16.13%₹ 89,819 15.06%₹ 40,739 14.94%₹ 2,62,314
DSP Equity And Bond Fund -3.16%₹ 9,683 -1.24%₹ 9,875 7.86%₹ 10,786 25.96%₹ 12,596 17.22%₹ 13,088 20.29%₹ 14,477 26.29%₹ 30,879 18.54%₹ 16,665 22.02%₹ 49,662 14.09%₹ 19,333 16.13%₹ 89,820 14.23%₹ 37,880 14.76%₹ 2,59,778

Portfolio Holdings

Portfolio holdings pattern of Principal Hybrid Equity Fund as on 08 Dec 2021 are listed below:

  • Equity Holdings:

    74.92%
  • Debt Holdings:

    20.19%
  • Others Holdings:

    4.89%

Top Sector Holdings of Principal Hybrid Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.35% ₹ 191.84 Cr.
Computers - Software 10.00% ₹ 122.48 Cr.
Refineries/Marketing 4.99% ₹ 55.18 Cr.
NBFC 3.76% ₹ 49.72 Cr.
Pharmaceuticals 3.15% ₹ 39.85 Cr.
Others 60.75% -

Top Stock Holdings of Principal Hybrid Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.35% ₹ 59.18 Cr.
Infosys Ltd. 5.07% ₹ 56.13 Cr.
HDFC Bank Ltd. 4.79% ₹ 52.99 Cr.
Reliance Industries Ltd. 4.26% ₹ 47.15 Cr.
Housing Development Finance Corporation Ltd. 2.78% ₹ 30.76 Cr.
Others 77.75% -

Top Debt Instrument Type holdings of Principal Hybrid Equity Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 10.65% ₹ 118.11 Cr.
NCD & Bonds 7.74% ₹ 85.65 Cr.
CP 1.80% ₹ 19.91 Cr.
Others 79.81% -

Top Debt Holdings of Principal Hybrid Equity Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 10.65% ₹ 118.11 Cr.
Bond - Housing Development Finance Corporation Ltd. 1.59% ₹ 17.61 Cr.
Bond - Rural Electrification Corporation Limited 1.14% ₹ 12.69 Cr.
Bond - Astec Lifesciences Ltd. 1.08% ₹ 11.93 Cr.
Bond - National Bank for Agriculture & Rural Development 0.98% ₹ 10.78 Cr.
Others 84.56%

Other Holdings

Holding TypeHolding Percentage
TREPS 4.42%
Net Receivables 0.47%