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Scheme Snapshot - Principal Balanced Advantage Fund - Direct Plan

Fund Principal BalancAdvD (G)
NAV
(Oct 19th, 2018)
21.36
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) -1.66% 0.66% 4.86% 23.97

Amount Returns (Rs. cr.)

1 Month Ago 3 Months Ago 1 Year Ago 3 Year Ago
21.72 21.22 20.37 17.23

Contact Details

Head Office
AddressExchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East), Mumbai, Maharashtra, India, 400051
Emailcustomer@principalindia.com
Websitehttp://www.principalindia.com
Fax67720512
Phone67720555

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