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Scheme Snapshot - Principal Balanced Advantage Fund - Direct Plan
| Fund | Principal BalancAdvD (G) |
|---|---|
| NAV (Aug 20th, 2018) |
 21.68 |
| 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) | 2.12% | 3.48% | 7.70% | 26.05 |
Amount Returns (Rs. cr.)
| 1 Month Ago | 3 Months Ago | 1 Year Ago | 3 Year Ago |
|---|---|---|---|
| 21.23 | 20.95 | 20.13 | 17.20 |
Contact Details
| Head Office | |
| Address | Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East), Mumbai, Maharashtra, India, 400051 |
| customer@principalindia.com | |
| Website | http://www.principalindia.com |
| Fax | 67720512 |
| Phone | 67720555 |
Registrar
| Karvy Computershare Pvt. Ltd. |
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Source: Dion Global Solutions Ltd
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