Principal Hybrid Equity-IDCWM Reinvestment

Fund Category: Aggressive Hybrid

Fund Category Aggressive Hybrid

Very High Hybrid IDCW Monthly

3 Morning Star

3 Value Research

NAV( )

₹ -

1.8%

Invest now Compare Funds

Principal Hybrid Equity-IDCWM Reinvestment

Invest now

Performance

14.08%3y Returns

0.0% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 300
Lock In

0
Expense ratio

2.24%
Exit load

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 1,073 Cr
Plan

REGULAR
Launch date

9 Dec 1999
Fund type

OPEN
Fund benchmark
ISIN

INF173K01CJ2

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Motherson Sumi Systems Ltd.	0.87%
Ashok Leyland Ltd.	1.03%
Maruti Suzuki India Ltd.	0.89%
Tata Motors Ltd.	1.07%
Minda Industries Ltd.	0.6%
Sona BLW Precision Forgings Ltd.	1.51%
Aarti Industries Ltd.	0.72%
Atul Ltd.	0.65%
Astral Ltd.	0.8%
PI Industries Ltd.	0.7%
Bharti Airtel Ltd.	1.53%
Bharti Airtel Ltd. Rights	0.05%
Larsen & Toubro Ltd.	1.83%
Godrej Properties Ltd.	0.97%
Ultratech Cement Ltd.	1.36%
Shree Cement Ltd.	0.68%
Larsen & Toubro Ltd.	0.96%
The Ramco Cements Ltd.	0.91%
Titan Company Ltd.	0.96%
SRF Ltd.	0.89%
Bharat Petroleum Corporation Ltd.	0.73%
Indraprastha Gas Ltd.	0.73%
Reliance Industries Ltd.	4.26%
NTPC Ltd.	0.79%
Polycab India Ltd.	1.12%
Dixon Technologies (India) Ltd.	1.01%
BEML Ltd	1.16%
Bank Of Baroda	0.9%
Cholamandalam Investment & Finance Company Ltd.	0.83%
Bajaj Finance Ltd.	1.44%
Axis Bank Ltd.	1.68%
Housing Development Finance Corpn. Ltd.	2.78%
Can Fin Homes Ltd.	0.77%
Indusind Bank Ltd.	0.97%
Bajaj Finserv Ltd.	1.49%
ICICI Bank Ltd.	5.35%
Canara Bank	1.03%
HDFC Bank Ltd.	4.79%
State Bank of India	2.63%
National Bank For Agriculture & Rural Development	0.38%
Housing Development Finance Corpn. Ltd.	1.41%
Housing Development Finance Corpn. Ltd.	0.18%
Indian Railway Finance Corporation Ltd.	0.96%
National Housing Bank	0.19%
Small Industries Devp. Bank of India Ltd.	0.18%
Axis Finance Ltd.	0.72%
ICICI Bank Ltd.	0.47%
REC Ltd.	0.63%
LIC Housing Finance Ltd.	0.36%
National Bank For Agriculture & Rural Development	0.42%
National Bank For Agriculture & Rural Development	0.18%
REC Ltd.	0.51%
Tata Consumer Products Ltd.	0.68%
ITC Ltd.	0.93%
Hindustan Unilever Ltd.	1.37%
Varun Beverages Ltd.	0.67%
Cipla Ltd.	0.62%
Sun Pharmaceutical Industries Ltd.	0.85%
Ipca Laboratories Ltd.	0.45%
Divi's Laboratories Ltd.	1.23%
Astec Lifesciences Ltd.	1.08%
SBI Life Insurance Company Ltd.	0.78%
Tata Steel Ltd.	0.77%
Hindalco Industries Ltd.	1.06%
Maharashtra State	0.39%
Karnataka State	0.39%
Maharashtra State	0.39%
FSN E-Commerce Ventures Ltd.	0.11%
Zomato Ltd.	0.41%
Avenue Supermarts Ltd.	1.11%
Info Edge (India) Ltd.	0.49%
Chennai Super Kings Ltd.	0.0%
PVR Ltd.	0.89%
GOI	0.6%
GOI	0.76%
GOI	0.38%
GOI	1.14%
GOI	1.17%
GOI	0.45%
GOI	0.9%
GOI	0.88%
GOI	0.71%
GOI	0.66%
GOI	0.95%
GOI	0.37%
GOI	0.14%
GOI	0.37%
Mphasis Ltd.	0.79%
Tech Mahindra Ltd.	0.93%
Larsen & Toubro Infotech Ltd.	0.85%
Tata Consultancy Services Ltd.	1.78%
Coforge Ltd.	0.69%
Wipro Ltd.	0.82%
Infosys Ltd.	5.07%

Sectors

Company	Allocation %
Others	1.17%
Automobile	5.97%
Construction	6.71%
Consumer Staples	3.65%
Financial	31.25%
Diversified	0.89%
Capital Goods	3.29%
Consumer Discretionary	0.96%
Chemicals	2.87%
Services	3.01%
Sovereign	9.48%
Energy	6.51%
Technology	10.93%
Insurance	0.78%
Metals & Mining	1.83%
Healthcare	4.23%
Communication	1.58%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

47
AUM

₹ 67,047 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Start investing now

SIP
One time

SIP amount

/ Monthly

Monthly SIP Date

Select a Date

Frequently Asked Questions

View All

What is the current NAV of Principal Hybrid Equity-IDCWM Reinvestment?

The current NAV of Principal Hybrid Equity-IDCWM Reinvestment is ₹ -

How much does Principal Hybrid Equity-IDCWM Reinvestment charge as expense ratio?

The expense ratio of Principal Hybrid Equity-IDCWM Reinvestment is 2.24%

How to Redeem Principal Hybrid Equity-IDCWM Reinvestment Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Principal Hybrid Equity-IDCWM Reinvestment?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Principal Hybrid Equity-IDCWM Reinvestment through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Principal Hybrid Equity-IDCWM Reinvestment based on your investment objective and risk profile.

What is the return of Principal Hybrid Equity-IDCWM Reinvestment?

For Principal Hybrid Equity-IDCWM Reinvestment, 3-year return is 14.08% per annum and 5-year return is 14.84% per annum. Check the return performance in detail on the page.