Insights of Principal Hybrid Equity Fund

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Principal Hybrid Equity Fund is an open ended aggressive hybrid mutual fund. Previously this fund was named Principal Balanced Fund. The investment objective of this fund is to generate current income and long term capital by investing in a diversified portfolio of equity instruments, debt and money market securities. 

Principal Hybrid Equity Fund was launched on January 14, 2000. The minimum you need to invest is Rs. 500 for Principal Hybrid Equity Fund sip plan. The benefit of both options are available for this fund i.e., Principal Hybrid Equity Fund growth option and Principal Hybrid Equity Fund dividend option. 

Principal Hybrid Equity Fund Facts

  • Principal Hybrid Equity Fund portfolio allocation includes 53.86% in large cap, 11.15% in small cap, 6.39% in mid cap stocks and 26.04% in debt and money market instruments.   

  • The last 3 year and 5 year returns 16.10% and 14.60% respectively are very high and has exceed the benchmark limit.

  • Principal Hybrid Equity Fund equity allocation helps to earn high return and debt exposure helps to cope up with the volatility of the market     fluctuation. 

  • Professional fund managers actively manage the asset allocation of Principal Hybrid Equity Fund regular plan growth scheme.   

  • In order to have a hassle free investment with just few clicks, you can go for Principal Hybrid Equity mutual fund scheme invest online method.

Top 5 Sectors of Principal Hybrid Equity Fund                                                                                                                                 

S.No.
        
Holding Name
        
Net Assets (in %)
        
1
        
Miscellaneous
        
15.36
        
2
        
Bank – Private
        
13.18
        
3
        
IT – Software
        
9.59
        
4
        
 Miscellaneous
        
4.72
        
5
        
Power Generation/Distribution
        
4.21
        

(as on date- 12/04/2019)

Top 10 Holdings of Principal Hybrid Equity Fund                                                                                                                            

S.No.
        
Holding Name
        
Net  Assets (in %)
        
1
        
HDFC Bank Ltd.
        
4.06
        
2
        
Reliance Industries Ltd.
        
3.8
        
3
        
ICICI Bank Ltd.
 
3.5
        
4
        
Infosys  Ltd.
        
2.88
        
5
        
ITC Ltd.
        
2.68
        
6
        
State Bank of India
        
2.65
        
7
        
Tata Consultancy Services Ltd.
        
2.16
        
8
        
Kotak Mahindra Bank Ltd.
        
2.14
        
9
        
Housing Development Finance Corporation Ltd.
        
1.87
        
10
        
Tata Power Company Ltd.
        
1.85
        

(as on date- 12/04/2019)

Details of Principal Hybrid Equity Fund

Date of Inception- 14th January, 2000

Fund Manager- Mr. P.V.K Mohan

Benchmark- CRISIL Hybrid 35+65 Aggressive Index

Riskometer- Moderately High

Return Since Launch- 11.25%

AUM- Rs. 1738.96 crore (as on 31st Mar, 2019)

Principal Hybrid Equity Fund performance is shown in the below mentioned table-                                                        

 
        
1-Year
        
3-Year
       
5-Year
        
10-Year
        
Fund
        
2.96
        
16.10
        
14.60
        
14.97
        
VR Balanced TRI
        
11.81
        
14.53
        
11.96
        
12.95
        
Category
        
2.89
        
11.82
        
13.02
        
14.76
        
Rank within Category
        
18
        
1
        
7
        
11
        
Number of funds in category
32
        
28
        
24
        
21
        
As  on Apr 12, 2019
 

 

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