Principal Hybrid Equity Fund SmartSip
Growth
NAV
Net Assets(AUM)
₹1,106 Cr
Inception Date14 Jan 2000
CategoryHybrid Hybrid Equity
TypeOpen Ended Fund
BenchmarkHybrid Equity Peer Index
Category Rank1 st in Hybrid Equity Hybrid
Formerly known as Principal Balanced Fund
Min Investment Amount₹5,000
Min SIP Investment₹100
Alpha-4.1
Expense Ratio2.1%
Sharpe Ratio0.1
Information Ratio-1.0
Exit Load0-1 Years (1%),1 Years and above(NIL)

Note: Data shown as on : 31 Aug 2020

Return (Compounded Annualised)

1 Year3 Year5 YearSince Inception
0.7%2.1%8.7%10.2%

Past Return (Absolute)

20192018201720162015
2.1%-1.5%36.3%10.1%3.1%
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Investors understand that their principal will be at Moderately High risk

Aims to generate long term capital appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
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