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  • Principal Hybrid Equity Fund of Income Distribution cum capital Wdrl (RIDCW-M)

Formerly Principal Hybrid Equity Mn DR

Principal Hybrid Equity Fund of Income Distribution cum capital Wdrl (RIDCW-M)

Principal Hybrid Equity Fund Of Income Distribution Cum Capital Wdrl (Ridcw-m)

HybridAggressive Hybrid

25.65

NAV (May 11)

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

1,053 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 Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity,equity related securities and fixed income securities.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

2.24 %

Expense Ratio

Jan 14, 2000

Launched (21y ago)

₹ 1,053

AUM in Crores

INF173K01CJ2

ISIN

No Lock-in

Lock-in

CRISIL Hybrid 35+65 - Agg TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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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
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    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

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

20 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

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About the AMC

Principal Asset Management Private Limited

Principal Asset Management Private Limited manages assets worth 7,850 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 30 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

    ₹ 2,571 Cr

    Fund Size

    10.4%

    3Y returns

    Principal Focused Multicap Fund (G)

    Principal Focused Multicap Fund (G)

    Diversified

    Top Ranked

    ₹ 539 Cr

    Fund Size

    14.2%

    3Y returns

    Principal Cash Management Fund (G)

    Principal Cash Management Fund (G)

    Liquid

    Top Ranked

    ₹ 160 Cr

    Fund Size

    2.2%

    3Y returns

    Principal Dividend Yield Fund (G)

    Principal Dividend Yield Fund (G)

    Diversified

    Top Ranked

    ₹ 199 Cr

    Fund Size

    11.1%

    3Y returns

    Principal Cash Management Fund Transfer of Income Dis cum Cap Wdrl plan (D-D)

    Principal Cash Management Fund Transfer of Income Dis cum Cap Wdrl plan (D-D)

    Liquid

    Top Ranked

    ₹ 160 Cr

    Fund Size

    1.5%

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap 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 of Income Distribution cum capital Wdrl (RIDCW-M)

    About Principal Hybrid Equity Fund of Income Distribution cum capital Wdrl (RIDCW-M)

    Principal Hybrid Equity Fund of Income Distribution cum capital Wdrl (RIDCW-M) is a aggressive hybrid hybrid fund and has delivered an annualised return of 11.0% over a period of 21 years .The fund was previously known as Principal Hybrid Equity Mn DR.The fund is managed by Principal Asset Management Private Limited.The fund managers are Ashish Aggarwal, Bekxy Kuriakose, Ravi Gopalakrishnan

    Principal Hybrid Equity Fund of Income Distribution cum capital Wdrl (RIDCW-M) Investment Objective

    The Investment objective of the Scheme is to provide long-term appreciation and current income by investing in a portfolio of equity,equity related securities and fixed income securities. However, there is no assurance that the objective of the scheme will be realized.

    Principal Hybrid Equity Fund of Income Distribution cum capital Wdrl (RIDCW-M) NAV,AUM,Risk

    The Principal Hybrid Equity Fund of Income Distribution cum capital Wdrl (RIDCW-M) fund was launched on Jan 14, 2000. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-05-11 is ₹ 25.65. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 1052.168. The category risk of the Principal Hybrid Equity Fund of Income Distribution cum capital Wdrl (RIDCW-M) fund is Very High Risk. The fund charges 2.24 % as expense ratio.

    Principal Hybrid Equity Fund of Income Distribution cum capital Wdrl (RIDCW-M) Holdings

    The fund’s highest allocation is towards equity and has invested 76.3% in this asset class. The top three holdings of the fund are housing development finance corporation limited,5.22% goi 2025 and 7.32% govt stock 2024

    Principal Hybrid Equity Fund of Income Distribution cum capital Wdrl (RIDCW-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 of Income Distribution cum capital Wdrl (RIDCW-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 of Income Distribution cum capital Wdrl (RIDCW-M) Review

    Principal Hybrid Equity Fund of Income Distribution cum capital Wdrl (RIDCW-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 of Income Distribution cum capital Wdrl (RIDCW-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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