Principal Hybrid (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
19 yrs 3 monthsStarted on:14 Jan 2000
₹ 1638.22 Cras on: 22 Mar 2019
Medium Horizon
2.14%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.

Exit Load

If redeemed on or before 1 Year from the date of allotment - 1%.

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.11
1 Month4.47
3 Month2.92
1 YR5.11
2 YR12.21
3 YR16.45

SIP Returns

TenureReturns (CAGR)
1 YR3.87
2 YR5.42
3 YR10.4
5 YR11.82
10 YR12.98

Portfolio

Company Name% Assets
HDFC Bank Ltd.3.86
Reliance Industries Ltd.3.64
ICICI Bank Ltd.3.24
Infosys Ltd.3.02
ITC Ltd.2.64
Tata Consultancy Services Ltd.2.27
Kotak Mahindra Bank Ltd.2.06
Housing Development Finance Corpn. Ltd.1.85
GOI 20/05/2023 7.16%1.81
National Bank For Agriculture & Rural Development 30/09/2020 6.98%1.8

Top Sectoral Holdings

Sector Name% Assets
Financial17.76
FMCG10.5
Technology10.3
Energy8.64
Construction7.05
Metals3.33
Chemicals2.6
Automobile2.35
Healthcare1.84
Services1.46

Indicators

LabelValue
Portfolio turnover ratio155
Standard Deviation10.79%
Beta0.88%
Sharpe Ratio1.02

P V K Mohan,Bekxy Kuriakose

Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.Ms. Kuriakose is a BA (Economics) from Delhi University and PGDM from IIM,Bangalore
Prior to joining Principal AMC he has worked with UTI AMC. Prior to joining Principal MF she has worked with L&T MF, Reliance Life Insurance Co. Ltd ,SBI Mutual Fund and Tata Administrative Services

Other Funds Managed by P V K Mohan,Bekxy Kuriakose