Principal Balanced Advantage Fund (G)

Scheme Information

2019-04-26

Inception Date Dec 16, 2010
Benchmark Nifty 50 Arbitrage Index
Objective The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt /money market instruments for defensive purposes. The Scheme will decide on allocation of funds into equity assets based on equity market Price Earnings Ratio (PE Ratio) levels. When the markets become expensive in terms of ‘Price to Earnings’ Ratio; the Scheme will reduce its allocation to equitiesand move assets into cash future arbitrage/ equity derivatives debt and/or money market instruments and vice versa.
Fund Manager P.V.K Mohan
AUM (In Crores) 212.50
Allocation
Equity: 66.499%
Others: 12.3045%
Debt: 21.1965%
Exit Load 0.25% before 7 days
Minimum Investment Amount First Investment: 5000
Expense Ratio 2.85

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