Principal Hybrid (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
18 yrs 11 monthsStarted on:14 Jan 2000
₹ 1603.35 Cras on: 15 Nov 2018
Medium Horizon
2.40%
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)
1 Month1.16
2 YR15.11
3 YR14.04

SIP Returns

TenureReturns (CAGR)
2 YR6.35
3 YR11.42
5 YR12.56
10 YR13.39

Portfolio

Company Name% Assets
HDFC Bank Ltd.3.63
Reliance Industries Ltd.3.21
GOI 16/04/2023 7.37%3.19
ICICI Bank Ltd.3.06
Infosys Ltd.2.88
ITC Ltd.2.5
Tata Consultancy Services Ltd.2.27
Tata Power Co. Ltd.1.91
Dabur India Ltd.1.84
Housing Development Finance Corpn. Ltd.1.82

Top Sectoral Holdings

Sector Name% Assets
Financial16.04
FMCG10.38
Technology10.01
Energy9.89
Construction5.21
Metals3.95
Chemicals3.26
Automobile2.58
Services2.16
Healthcare1.85

Indicators

LabelValue
Portfolio turnover ratio159
Standard Deviation12.35%
Beta0.95%
Sharpe Ratio0.54

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

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