| Inception Date | 14 Jan 2000 |
| Category | Hybrid Hybrid Equity |
| Type | Open Ended Fund |
| Benchmark | Hybrid Equity Peer Index |
| Category Rank | 1 st in Hybrid Equity Hybrid |
| Formerly known as Principal Balanced Fund | |
| Min Investment Amount | ₹5,000 |
| Min SIP Investment | ₹100 |
| Alpha | -0.1 |
| Expense Ratio | 2.0% |
| Sharpe Ratio | 0.7 |
| Information Ratio | 0.5 |
| Exit Load | 0-1 Years (1%),1 Years and above(NIL) |
Note: Data shown as on : 31 Jul 2023
Return (Compounded Annualised)
| 1 Year | 3 Year | 5 Year | Since Inception |
| 10.2% | 17.2% | 9.5% | 11.2% |
Past Return (Absolute)
| 2022 | 2021 | 2020 | 2019 | 2018 |
| 3.0% | 25.4% | 16.3% | 2.1% | -1.5% |
Investors understand that their principal will be at Moderately High risk