Principal Hybrid (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
19 yrs 1 monthsStarted on:14 Jan 2000
₹ 1674.54 Cras on: 21 Jan 2019
Medium Horizon
2.18%
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 Month0.37
3 Month3.23
2 YR13.90
3 YR16.94

SIP Returns

TenureReturns (CAGR)
2 YR4.89
3 YR10.61
5 YR11.9
10 YR13.07

Portfolio

Company Name% Assets
HDFC Bank Ltd.3.85
ICICI Bank Ltd.3.26
Reliance Industries Ltd.3.24
GOI 08/01/2028 7.17%3.09
GOI 20/05/2023 7.16%3.07
Infosys Ltd.2.65
ITC Ltd.2.64
Tata Consultancy Services Ltd.2.12
Tata Power Co. Ltd.2
Housing Development Finance Corpn. Ltd.1.94

Top Sectoral Holdings

Sector Name% Assets
Financial17.56
FMCG10.72
Energy9.62
Technology9.29
Construction6.38
Metals3.52
Chemicals3.34
Automobile2.65
Services1.52
Healthcare1.51

Indicators

LabelValue
Portfolio turnover ratio160
Standard Deviation12.32%
Beta0.93%
Sharpe Ratio0.61

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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