PRPrincipal MFGrowth

PNB Balanced Growth Fund - Dividend

hybridHybrid - Aggressive Hybrid FundBenchmark: CRISIL Hybrid 35+65 - Aggressive Index
NAV · 30 Apr 2004₹16.63-0.53%
AUM
Expense Ratio
CAGR
Exit Load1% before 1Y
Min SIP
Launched

Investment Objective

The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities

Fund Mandate

Debt25%–49%
Equity51%–75%
MMI25%–49%
Others25%–49%
Fund Managers
PM
P.V.K Mohan
Fund Manager
Key Information
₹5,000
1% before 1Y
Nil
Inception
AMCPrincipal MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for PNB Balanced Growth Fund - Dividend.

Principal MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.53%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1% before 1Y
Nil
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme