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PRPrincipal MFGrowth

Principal Conservative Growth Fund (7 Years)

hybridHybrid - Aggressive Hybrid FundBenchmark: CRISIL Hybrid 35+65 - Aggressive Index
NAV · 28 Feb 2014₹83.89+0.64%
AUM₹19 Crfrom this fund's primary plan
Expense Ratio2.49%
CAGR—
Exit Load1% on or before 1Y
Min SIP₹2,000from this fund's primary plan
Launched1998

Investment Objective

To provide long term capital appreciation and regular income by investing in equity and equity related instruments and also in debt and money market instruments.

Fund Mandate

Debt20%–35%
Equity65%–80%
MMI20%–35%
Asset Allocation
Domestic Equity94.2%
Cash & Equivalents5.8%
Fund Managers
PM
P.V.K Mohan
Fund Manager
Key Information
2.49%
₹2,000from this fund's primary plan
₹5,000
1% on or before 1Y
Nil
Inception07 Jan 1998
AMCPrincipal MF
Top Holdings
1Net Receivable/PayableOthers5.82%
2ICICI Bank Ltd.Bank5.14%
3ITC Ltd.FMCG5.06%
4Infosys Ltd.IT4.39%
5HCL Technologies Ltd.IT3.95%
6Apollo Tyres Ltd.Automobile & Ancillaries3.53%
7Reliance Industries Ltd.Crude Oil3.42%
8Tata Motors Passenger Vehicles Ltd.Automobile & Ancillaries3.42%
9Escorts Kubota Ltd.Automobile & Ancillaries3.18%
10Aurobindo Pharma Ltd.Healthcare3.17%
Sector Allocation
IT17.0%
Automobile & Ancillaries16.9%
Bank14.4%
FMCG9.3%
Crude Oil6.6%
Healthcare6.6%
Others5.8%
Finance2.7%
Telecom2.3%
Aviation2.1%
Non - Ferrous Metals2.0%
Plastic Products1.9%
Construction Materials1.8%
Power1.7%
Realty1.6%
Media & Entertainment1.4%
Consumer Durables1.2%
Diversified1.2%
Infrastructure1.2%
Textile1.2%
Iron & Steel0.9%
Mining0.6%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Principal Conservative Growth Fund (7 Years).

Principal MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.64%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.49%
1% on or before 1Y
Nil
₹2,000from this fund's primary plan
₹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