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SET SMS ALERT Fund Family PRINCIPAL Mutual Fund
Fund Class Equity Oriented Hybrid Speciality Funds
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 3.7 | 12 |
| 3 mth | 1.5 | 14 |
| 6 mth | 4.2 | 14 |
| 1 year | 20.0 | 3 |
| 2 year | 7.9 | 7 |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 19 Equity Oriented Hybrid Speciality Funds Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -6.8 | - | - | - | - |
| 2012 | 13.8 | 0.8 | 8.0 | 4.1 | 30.5 |
| 2011 | -1.9 | 0.1 | -5.1 | -6.2 | -13.4 |
| 2010 | - | - | - | 0.8 | 0.8 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Equity Oriented Hybrid Speciality Funds)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 3.7 | 1.5 | 4.2 | 20.0 | 7.9 | -- | -- |
| Category avg | 3.9 | 2.4 | 4.8 | 16.3 | 6.6 | 4.8 | 3.7 |
| Difference of Fund returns and Category returns | -0.2 | -0.9 | -0.6 | 3.7 | 1.3 | -- | -- |
| Best of category | 7.2 | 4.8 | 8.8 | 20.8 | 12.0 | 13.6 | 12.9 |
| Worst of category | 2.2 | -1.8 | -2.9 | 9.2 | 1.2 | 0.5 | -6.2 |
Investment Objective
The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and in debt /money market instruments for defensive purposes The Scheme will decide on allocation of funds into equity assets based on equity market Price Earning Ratio (PE Ratio) vels When the markets become expensive in terms of 'Price to Earnings Ratio the Scheme will reduce its allocation to quities and move assets into debt and/or money market instruments and vice versa.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Dec 10, 2010 |
| Benchmark | CRISIL Balance Fund |
| Asset Size (Rs cr) | 91.66 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Anupam Tiwari View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if units are redeemed on or before 2 years from the date of allotment. |
| Regd. Office | Principal Mutual Fund, Exchange Plaza, 'B' Wing, 2nd Floor, NSE Building, Bandra Kurla Complex, Bandra (E), Mumbai, 400 051 |
|---|---|
| Tel. No. | 022 - 2202 1111 |
| Fax No. | 91 22 2204 4990 |
| customer@principalindia.com | |
| Website | http://www.principalindia.com/ |
| Equity Oriented Hybrid Speciality Funds | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| UTI Childrens Career Balanced | Not Ranked |
2,910.78 | 3.7 | 6.8 | 15.7 | 8.7 | 8.2 |
| UTI Retirement Benefit Pension | Not Ranked |
937.24 | 3.1 | 6.1 | 14.8 | 6.9 | 8.0 |
| HDFC Childrens Gift (Inv) | Not Ranked |
357.92 | 3.5 | 7.0 | 16.2 | 13.6 | 12.9 |
| UTI Wealth Builder Sr-2 RP (G) | Not Ranked |
589.43 | -1.3 | -2.9 | 9.2 | 10.3 | -- |
| ICICI Pru CCP - Gift Plan | Not Ranked |
194.48 | -1.8 | -1.3 | 14.6 | 4.3 | 4.0 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ITC | Tobacco | 5.42 | 6.72 |
| ICICI Bank | Banking/Finance | 4.93 | 6.11 |
| Reliance | Oil & Gas | 4.34 | 5.37 |
| Infosys | Technology | 4.21 | 5.21 |
| HDFC | Banking/Finance | 3.80 | 4.71 |
| Tata Motors | Automotive | 3.52 | 4.37 |
| Divis Labs | Pharmaceuticals | 3.44 | 4.27 |
| HDFC Bank | Banking/Finance | 3.07 | 3.80 |
| SBI | Banking/Finance | 2.98 | 3.69 |
| Jindal Steel | Metals & Mining | 2.97 | 3.67 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 24.02 | 25.22 | 18.50 |
| Oil & Gas | 11.78 | 14.22 | 6.72 |
| Technology | 10.30 | 14.37 | 10.14 |
| Automotive | 7.20 | 8.05 | 3.14 |
| Tobacco | 6.72 | 6.72 | 2.74 |
| Telecom | 5.20 | 5.20 | 1.00 |
| Equity | 84.39 |
| Others | 0.00 |
| Debt | 3.69 |
| Mutual Funds | N.A |
| Money Market | 6.19 |
| Cash / Call | 5.73 |
| Holdings | (%) |
|---|---|
| Top 5 | 28.12 |
| Top 10 | 47.92 |
| Sector | (%) |
|---|---|
| Top 3 | 46.10 |
Principal MF revises exit load under two schemes
Principal Mutual Fund revises exit load under its two open ended schemes effective from today.
Jan 07, 2013 at 17:11 | Source: Moneycontrol.com
Change in fund management responsibilities: Principal MF
Principal Mutual Fund has announced change in fund management responsibilities in some open ended sc ...
Aug 21, 2012 at 17:11 | Source: Moneycontrol.com
Principal MF appoints Bekxy Kuriakose as Fixed Income Head
Principal Mutual Fund has appointed Ms. Bekxy Kuriakose as Head Fixed Income in the investment team.
Jul 17, 2012 at 18:58 | Source: Moneycontrol.com
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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