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  • Mutual Funds
  • Principal Asset Management Private Limited
  • Principal Hybrid Equity Fund (Dividend Payout - Monthly)

Formerly Principal Hybrid Equity Reg Mn DS

Principal Hybrid Equity Fund (Dividend Payout - Monthly)

Principal Hybrid Equity Fund (Dividend Payout - Monthly)

HybridAggressive Hybrid

26.2

NAV (Mar 03)

Scripbox Opinion

Neutral

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

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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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

2.23 %

Expense Ratio

Jan 14, 2000

Launched (21y ago)

₹ 1,049

AUM in Crores

INF173K01CK0

ISIN

No Lock-in

Lock-in

CRISIL Hybrid 35+65 - Agg TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Ashish Aggarwal

Fund Manager

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Bekxy Kuriakose

Fund Manager

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Ravi Gopalakrishnan

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

HDFC Hybrid Debt fund (G)

HDFC Hybrid Debt fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

HDFC Multi Asset fund (G)

HDFC Multi Asset fund (G)

Multi Asset Allocation

16 Years

Age

5

Track Record

LIC MF Equity Hybrid Fund (G)

LIC MF Equity Hybrid Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

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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.

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  • tel-amc-about
    022-67720555
  • mail-amc-about
    customer@principalindia.com
  • Principal Emerging Bluechip Fund (G)

    Principal Emerging Bluechip Fund (G)

    Diversified

    Top Ranked

    ₹ 2,328 Cr

    Fund Size

    11%

    3Y returns

    Principal Focused Multicap Fund (G)

    Principal Focused Multicap Fund (G)

    Diversified

    Top Ranked

    ₹ 473 Cr

    Fund Size

    15.5%

    3Y returns

    Principal Cash Management Fund (G)

    Principal Cash Management Fund (G)

    Liquid

    Top Ranked

    ₹ 201 Cr

    Fund Size

    2.5%

    3Y returns

    Principal Dividend Yield Fund (G)

    Principal Dividend Yield Fund (G)

    Diversified

    Top Ranked

    ₹ 184 Cr

    Fund Size

    11.3%

    3Y returns

    Principal Cash Management Fund (D-D)

    Principal Cash Management Fund (D-D)

    Liquid

    Top Ranked

    ₹ 201 Cr

    Fund Size

    1.6%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    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

    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

    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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    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 11.2% over a period of 21 years .The fund was previously known as Principal Hybrid Equity Reg Mn DS.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 2021-03-03 is ₹ 26.2. The total AUM (Asset Under Management) of the fund as of 2021-03-04 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 ₹ 0 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.

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