Principal Hybrid Equity Fund (G)

Scheme Information

2019-04-26

Inception Date Jan 14, 2000
Benchmark CRISIL Hybrid 35+65 - Aggressive Index
Objective The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities
Fund Manager P.V.K Mohan
AUM (In Crores) 1738.72
Allocation
Equity: 71.3681%
Debt: 26.0142%
Others: 2.6176%
Exit Load Nil upto 24% of units within 1 year 1% in excess of limit within 1 year
Minimum Investment Amount First Investment: 5000
Expense Ratio 2.09
Average Maturity 897.90 Days
Modified Duration 693.50 Days
Yield to Maturity 8.12%

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