Principal Balanced Advantage Fund - Growth Option

HybridDynamic Asset Allocation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return5.7%
  • 3 yr return3.6%
  • 5 yr return5.3%
  • Expense Ratio2.45%
  • Lock-in Period--
  • Exit Load0.2%
  • Fund Size (Cr)Rupees142.8

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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 Earnings Ratio (Pe Ratio) Levels. When The Markets Become Expensive In Terms Of 'Price To Earnings' Ratio; The Scheme Will Reduce Its Allocation To Equitiesand Move Assets Into Cash Future Arbitrage/ Equity Derivatives, Debt And/Or Money Market Instruments And Vice Versa.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

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