Scheme Snapshot - Principal Balanced Advantage Fund - Direct Plan
Fund
Principal BalancAdvD (G)
NAV (Dec 19th, 2018)
21.81
Class
Equity - Hybrid
Type
Open Ended
Inception Date
Jan 1st, 2013
Fund Manager
Mr.P V K Mohan
Fund
Principal BalancAdvD (G)
Initial Price
10
Min.Inv.Amount
5,000
Entry Load
Nil
Exit Load
1%
Objectives
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 Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of Price to Earnings Ratio the Scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa
Percentage Returns
Returns in %
1 Month Ago
3 Months Ago
1 Year Ago
3 Year Ago
Principal BalancAdvD (G)
0.74%
0.41%
5.26%
28.45
Amount Returns (Rs. cr.)
1 Month Ago
3 Months Ago
1 Year Ago
3 Year Ago
21.65
21.72
20.72
16.98
Contact Details
Head Office
Address
Exchange Plaza, Ground Floor,
B Wing, NSE Building,
Bandra Kurla Complex,
Bandra(East), Mumbai, Maharashtra, India, 400051
21.81