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Principal Hybrid Equity Fund-Growth

Hybrid: Aggressive | Open Ended Schemes

Nav : 77.86

0.41 (0.53 %)

23-01-2020

EASTERN FINANCIERS's Take:

This fund has moderate ups and downs compared to equity funds and can give good returns as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 5 years or more

One Time Monthly
One Time Amount
Min Investment ₹2000
Min Investment ₹5000.0

Returns (since Jan 14, 2000)

10.78%

10 Year Returns

10.2 %

Doubled Money

6 Years 1 Months

Sharp Ratio

0.72 %

Volatility

11.3 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
6 Years 1 Months
14 Years 4 Months
14 Years 10 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Principal Hybrid Equity Fund-Growth 14-01-2000 4.43 -0.64 10.26 8.69 10.2
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 01-04-2017 20.19 8.5 0.0 0.0 0.0
Kotak Equity Hybrid - Growth 01-11-2014 18.02 3.32 9.11 7.69 0.0
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 17.86 4.77 10.38 9.15 10.98
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 17.24 0.0 0.0 0.0 0.0
Axis Equity Hybrid Fund - Regular Plan - Growth Option 05-08-2018 17.17 0.0 0.0 0.0 0.0
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 16.54 6.21 12.83 9.28 12.04
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 15.27 3.95 8.89 4.76 7.55
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 13.78 6.38 11.3 7.84 8.15
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 13.61 6.24 11.6 8.58 12.32

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
PRINCIPAL Mutual Fund
Launch Date
Jan 14, 2000
Expense Ratio
2.14%
Fund Category Risk
MODERATELY HIGH
Asset Size
1,427.62 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
5000.0
Minimum Topup
1000.0
Return since Launch
10.78%
Contact Details
Fund Manager(s)
Mr. P V K Mohan, Ms. Bekxy Kuriakose

PORTFOLIO ANALYSIS of Principal Hybrid Equity Fund-Growth

PERFORMANCE of Principal Hybrid Equity Fund-Growth

Scheme Performance (%)

Data as on - 23-01-2020

Yearly Performance (%)

RETURNS CALCULATOR for Principal Hybrid Equity Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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