principal hybrid (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
18 yrs 9 monthsStarted on:14 Jan 2000
₹ 1614.86 Cras on: 19 Sep 2018
Medium Horizon
2.26%
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)
YTD0.60
3 Month2.53
1 YR6.21
2 YR14.74
3 YR15.91

SIP Returns

TenureReturns (CAGR)
1 YR3.95
2 YR12.36
3 YR15.6
5 YR15.23
10 YR14.49

Portfolio

Company Name% Assets
HDFC Bank Ltd.3.88
Reliance Industries Ltd.3.72
Infosys Ltd.3
ITC Ltd.2.83
Tata Consultancy Services Ltd.2.41
Dabur India Ltd.2.27
ICICI Bank Ltd.2.25
State Bank of India2
Housing Development Finance Corpn. Ltd.1.98
Glaxosmithkline Consumer Healthcare Ltd.1.66

Top Sectoral Holdings

Sector Name% Assets
Financial18.14
FMCG11.42
Energy9.64
Technology8.06
Construction3.67
Chemicals3.51
Metals3.38
Automobile3.02
Services2.26
Healthcare1.8

Indicators

LabelValue
Portfolio turnover ratio143
Standard Deviation11.55%
Beta1.24%
Sharpe Ratio0.88

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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