Principal Hybrid Equity Fund-Growth

Hybrid

Aggressive Hybrid Fund

Principal Hybrid Equity Fund Returns

NAV: ₹151.32

As of 2026-10-21

-2.2%

1yr

7.89%

3yr

7.44%

5yr

All

Principal Hybrid Equity Fund Return Calculator

Select Investment Type

Monthly SIP

Lumpsum

Daily SIP

Investment Amount (₹):

Time (in yrs):

Return Percentage:

Invested Amount

₹0

Up By

NaN%

Your wealth in 0

₹0

Total Gain

₹0

Principal Hybrid Equity Fund Overview

About Principal Hybrid Equity Fund-Growth

The Principal Hybrid Equity Fund-Growth , a Aggressive Hybrid Fund multi-cap fund Open Ended Mutual Funds from Sundaram Asset Management Company Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Principal Hybrid Equity Fund-Growth - Performance

The Principal Hybrid Equity Fund-Growth has set a great track record, delivering an impressive 1-year return of -2.2. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹9,272.45 Cr. and the latest NAV declared is 151.3181 as on 2026-10-21.

Principal Hybrid Equity Fund-Growth - Investment Strategy

The Principal Hybrid Equity Fund-Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Principal Hybrid Equity Fund-Growth - Fees and Expenses

The Principal Hybrid Equity Fund-Growth has an expense ratio of 1.5 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.

Principal Hybrid Equity Fund-Growth - SIP Planning

The Principal Hybrid Equity Fund-Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Principal Hybrid Equity Fund-Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Aggressive Hybrid Fund provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Aggressive Hybrid Fund Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.

Lock-in Period

Nil

Min SIP

100

Min Lumpsum

₹100

Fund Size(Cr)

₹9,272

Expense Ratio

1.5%

Exit Load

Nil

If up to 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment. - No exit Load If more than 25% of the units are redeemed or withdrawn by way of SWP within 365 days from the date of allotment - exit load of 0.25% of the applicable NAV will be charged. For redemption or withdrawal by way of SWP after 365 days from the date of allotment - Nil.