Principal Hybrid Equity Fund-Growth

Risk Profile: MODERATELY HIGH

NAV

76.28

-0.57 (-0.7472 %)

06-12-2019

CAGR Since Inception

10.75 %

NIFTY 50 TRI

13.5 %

Funds Manager

Mr. P V K Mohan, Ms. Bekxy Kuriakose

Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore. Prior to joining Principal AMC he has worked with UTI AMC. Ms. Kuriakose is a BA (Economics) from Delhi University and PGDM from IIM,Bangalore. Prior to joining Principal MF she has worked with L&T MF, Reliance Life Insurance Co. Ltd ,SBI Mutual Fund and Tata Administrative Services.


Top 10 Stocks in portfolio (%)

Top 10 Sectors in portfolio (%)


Key Performance and Risk Statistics of Principal Hybrid Equity Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Principal Hybrid Equity Fund-Growth 11.3 0.72 5.39 1.18 7.38 2.22
Hybrid: Aggressive - - - - - -