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Principal Hybrid Equity Fund

Medium RiskMorning Star5 / 5
Principal Hybrid Equity Fund
Issued by:Principal Asset Management Pvt. Ltd
Unit Price (NAV) :
Minimum investment:
Principal Hybrid Equity Fund

Principal Hybrid Equity Fund

About this Fund

Principal Hybrid Equity Fund aims to generate long term capital appreciation as well as current income by investing in a diversified portfolio of both equity and debt securities.

Principal Hybrid Equity Fund10.51%5.11%10.49%

Projected Returns

Investment ofper month
gives returns of :
at 6.04% / annum
in 5 years
for a time period of
Returnsbased on historic SIP returns of 6.04% per annum
+ 6.04

Fund Details

Fund Size(AUM) i
Morningstar Ratings 5i
Asset class Hybrid
Category Aggressive Hybrid Fund

Fund Portfolio Data & Volatility Analysis

Expense ratio 2.2i
Beta 1.06i
Standard Deviation 15.07i

About this Fund

Fund Manager

Ravi Gopalkrishnan

Mr. Gopalkrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.He is managing the Principal Emerging Hybrid Equity Fund since October 2019 and prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.

Tax Implications

If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%. If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. No tax is to be paid as long as you continue to hold the units.

Exit Load

For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Principal Hybrid Equity Fund