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Principal Hybrid Equity Fund (G)

Scheme Information


Asset Management Company (AMC) Principal Asset Management Company Private Limited
Asset Class Type Hybrid
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 Ravi Gopalakrishnan
AUM (In Crores) 1577.74
Others: 5.8193%
Debt: 21.9314%
Equity: 72.2494%
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 2.12
Average Maturity 810.30 Days
Modified Duration 624.15 Days
Yield to Maturity 6.06%

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