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  • Principal Hybrid Equity Fund Transfer of Income Distribution cum capital Wdrl plan (PIDCW-M)

Formerly Principal Hybrid Equity Mn DS

Principal Mutual Fund

Principal Hybrid Equity Fund Transfer of Income Distribution cum capital Wdrl plan (PIDCW-M)

HybridAggressive Hybrid

29.84

NAV (Oct 26)

13.5%
5 Year CAGR
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

1,115 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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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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Historical NAV

29.84

NAV (Oct 26)

Fund Returns

Last 1Y
46.2%
Last 3Y
16.3%
Last 5Y
13.5%
Last 10Y
14.9%
Since Inception
11.7%
6 Month CAGR
22.4%
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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

Expense Ratio
2.21
Launched (21y ago)
Jan 14, 2000
AUM in Crores
1114.884
ISIN
INF173K01CK0
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
0
Lumpsum Min.
5000
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%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 487 cr

5

₹ 3,398 cr

5

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About the AMC

Principal Asset Management Private Limited

Principal Asset Management Private Limited manages assets worth 9,397 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
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    25.5%

    25.3%

    top-ranked-badge

    26.1%

    16.4%

    top-ranked-badge

    4.6%

    6.5%

    top-ranked-badge

    21.5%

    13.5%

    top-ranked-badge

    21.9%

    16.6%

    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
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    Equity

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    Equity

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    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

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    We thrive on trust.

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    Investing has helped me dream bigger for my life
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    About Principal Hybrid Equity Fund Transfer of Income Distribution cum capital Wdrl plan (PIDCW-M)

    About Principal Hybrid Equity Fund Transfer of Income Distribution cum capital Wdrl plan (PIDCW-M)

    Principal Hybrid Equity Fund Transfer of Income Distribution cum capital Wdrl plan (PIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.7% over a period of 21 years. The fund was previously known as Principal Hybrid Equity 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 Transfer of Income Distribution cum capital Wdrl plan (PIDCW-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 Transfer of Income Distribution cum capital Wdrl plan (PIDCW-M) NAV,AUM,Risk

    The Principal Hybrid Equity Fund Transfer of Income Distribution cum capital Wdrl plan (PIDCW-M) fund was launched on Jan 14, 2000. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-10-26 is ₹29.84. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹1114.884. The category risk of the Principal Hybrid Equity Fund Transfer of Income Distribution cum capital Wdrl plan (PIDCW-M) fund is Very High Risk. The fund charges 2.21 % as expense ratio.

    Principal Hybrid Equity Fund Transfer of Income Distribution cum capital Wdrl plan (PIDCW-M) Holdings

    The fund’s highest allocation is towards Equity and has invested 75.2% in this asset class. The top three holdings of the fund are , infosys ltd , hdfc bank ltd , icici bank ltd , reliance industries ltd , treps 01-oct-2021 , housing development finance corp ltd , tata consultancy services ltd , state bank of india , larsen & toubro ltd , axis bank ltd , bharti airtel ltd , hindustan unilever ltd , bajaj finserv ltd , bajaj finance ltd , housing development finance corporation limited , sona blw precision forgings ltd , ultratech cement ltd , polycab india ltd , 5.22% goi 2025 , divi's laboratories ltd , astec lifesciences limited , 7.32% govt stock 2024 , hindalco industries ltd , hcl technologies ltd , srf ltd , larsen and toubro limited , indian railway finance corporation limited , avenue supermarts ltd , beml ltd , dixon technologies (india) ltd , itc ltd , godrej properties ltd , maruti suzuki india ltd , ashok leyland ltd , motherson sumi systems ltd , tech mahindra ltd , indusind bank ltd , can fin homes ltd , sun pharmaceuticals industries ltd , titan co ltd , pvr ltd , 6.18% govt stock 2024 , the ramco cements limited , 7.17% govt stock 2028 , 5.63% govt stock 2026 , coforge ltd , sbi life insurance company limited , ntpc ltd , astral ltd , canara bank , indraprastha gas ltd , tata steel ltd , bharat petroleum corp ltd , pi industries ltd , bank of baroda , 7.27% govt stock 2026 , shree cement ltd , mphasis ltd , sbi cards and payment services ltd ordinary shares , atul ltd , aarti industries ltd , tata consumer products ltd , cipla ltd , varun beverages ltd , axis finance limited , 5.15% govt stock 2025 , 6.97% govt stock 2026 , minda industries ltd , rural electrification corporation limited , 6.84% govt stock 2022 , tata motors ltd , info edge (india) ltd , ipca laboratories ltd , rural electrification corporation limited , icici bank limited , 5.09% govt stock 2022 , 8.13% govt stock 2022 , 8.25% maharashtra sdl 2025 , national bank for agriculture and rural development , 91 dtb 02122021 , 8.06% maharashtra sdl 2025 , 7.26% govt stock 2029 , national bank for agriculture and rural development , 6.79% govt stock 2027 , 8.08% karnataka sdl 2025 , lic housing finance limited , dr reddy's laboratories ltd , zomato ltd , hdb financial services limited , net receivable / payable , national housing bank , small industries development bank of india , housing development finance corporation limited , national bank for agriculture and rural development , 8.35% govt stock 2022

    Principal Hybrid Equity Fund Transfer of Income Distribution cum capital Wdrl plan (PIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

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