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.
This Mutual Fund
Investment ofper month
gives returns of :
at 8.65% / annum
₹in 5 years
for a time period of
Returns % (CAGR)based on historic returns of 8.65% per annum
Aggressive Hybrid Fund
Fund Portfolio Data & Volatility Analysis
Asset type breakdown
Fund Holdings - Top 10
Reliance Industries Ltd.
HDFC Bank Ltd
ICICI Bank Ltd
6.97% Government of India
Housing Development Finance Corporation Ltd
Bharti Airtel Ltd
Kotak Mahindra Bank Ltd.
7.27% Government of India
Divi's Laboratories Ltd
Fund Sectors/Industry Breakdown
% of market value
Consumer Non Durables
About this Fund
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.
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.
For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
We are licensed in Singapore, Hong Kong, and India. Kristal Advisors (SG) Pte. Ltd. (CMS100614-4) presently operates under the CMS license by the Monetary Authority of Singapore (MAS). Kristal Advisors (HK) Ltd. (BHZ135) is licensed and regulated by the Securities and Futures Commission to carry out Type 4 and Type 9 regulated activities and is not involved in the discretionary management of any collective investment scheme. Kristal Advisors Private Ltd. (INA100006852) presently operates as a Registered Investment Advisor under the jurisdiction of the Securities and Exchange Board of India. Kristal, its affiliates and/or its employees may hold positions in the assets discussed herein.
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