Click here for top ranked funds in aggressive hybrid mutual funds.
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.
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
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.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
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The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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Annual reviews & rebalances
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About Principal Hybrid Equity Fund (DP-M)
About Principal Hybrid Equity Fund (DP-M)
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
Principal Hybrid Equity Fund (DP-M) Investment Objective
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.
Principal Hybrid Equity Fund (DP-M) NAV,AUM,Risk
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.
Principal Hybrid Equity Fund (DP-M) Holdings
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
Principal Hybrid Equity Fund (DP-M) SIP
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.
Principal Hybrid Equity Fund (DP-M) Investment volatility and Horizon
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) Review
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.
