Formerly Principal Balanced Hlf Yrly DP
₹ 25.54
NAV (Feb 23)
Neutral
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
21 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
1,049 Cr. Large within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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Scheme Information
The Scheme will invest in equity and equity related instruments. The Scheme will also invest in fixed income instruments rated investment grade or higher or otherwise comparable including units of Liquid / Money Market / Debt Mutual Fund Scheme(s). The Scheme shall not take high risks in managing equity portion of the portfolio.Equity Securities in which the scheme would invest shall normally generate dividend income. The Scheme shall generate Interest Income by investing in debt securities. Debt Securities are also purchased for capital appreciation purposes when the Investment Manager thinks that declining interest rates may increase market value. Deep Discount debt securities may also be purchased to generate capital appreciation/ income The scheme may invest in REITs and InVITS based on research and analysis of the prevailing market conditions and outlook for the real estate market,fixed income markets and other comparable asset classes.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.23 %
Expense Ratio
Jan 14, 2000
Launched (21y ago)
₹ 1,049
AUM in Crores
INF173K01CI4
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 35+65 - Agg TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
About the AMC
Principal Asset Management Private Limited
Principal Asset Management Private Limited manages assets worth 7,381 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 26 equity,31 debt and 16 hybrid funds.
Diversified
Top Ranked
₹ 473 Cr
Fund Size
14.1%
3Y returns
Diversified
Top Ranked
₹ 2,328 Cr
Fund Size
10%
3Y returns
Liquid
Top Ranked
₹ 201 Cr
Fund Size
2.5%
3Y returns
Diversified
Top Ranked
₹ 184 Cr
Fund Size
9.9%
3Y returns
Liquid
Top Ranked
₹ 201 Cr
Fund Size
1.6%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Principal Hybrid Equity Fund (DP-M) is a aggressive hybrid hybrid fund and has delivered an annualised return of 11.1% over a period of 21 years .The fund was previously known as Principal Balanced Hlf Yrly DP.The fund is managed by Principal Asset Management Private Limited.The fund managers are Ashish Aggarwal, Bekxy Kuriakose, Ravi Gopalakrishnan
The Scheme will invest in equity and equity related instruments. The Scheme will also invest in fixed income instruments rated investment grade or higher or otherwise comparable including units of Liquid / Money Market / Debt Mutual Fund Scheme(s). The Scheme shall not take high risks in managing equity portion of the portfolio.Equity Securities in which the scheme would invest shall normally generate dividend income. The Scheme shall generate Interest Income by investing in debt securities. Debt Securities are also purchased for capital appreciation purposes when the Investment Manager thinks that declining interest rates may increase market value. Deep Discount debt securities may also be purchased to generate capital appreciation/ income The scheme may invest in REITs and InVITS based on research and analysis of the prevailing market conditions and outlook for the real estate market,fixed income markets and other comparable asset classes. However, there is no assurance that the objective of the scheme will be realized.
The Principal Hybrid Equity Fund (DP-M) fund was launched on Jan 14, 2000. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-02-23 is ₹ 25.54. The total AUM (Asset Under Management) of the fund as of 2021-02-24 is ₹ 1048.758. The category risk of the Principal Hybrid Equity Fund (DP-M) fund is Very High Risk. The fund charges 2.23 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 75.3% in this asset class. The top three holdings of the fund are housing development finance corporation limited,7.17% govt stock 2028 and 5.22% goi 2025
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR
Principal Hybrid Equity Fund (DP-M) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Principal Hybrid Equity Fund (DP-M) has a score of 4 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.