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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Principal balanced (D)

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Fund Name: Principal balanced (D)

CRISIL Rank: NA

Category: Equity – Hybrid

Expense Ratio: 2.70%

Risk Level: Average

Benchmark: Crisil balanced

Objective: The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities

Returns (Annualized)

1-Year3-Year5-Year
20.56%8.28%14.7%

Our Review

Principal balanced (G) fund has made its inception in the year2000. Since inception, it has produced annualized returns of 10%. It has managed to beat the benchmark index as well as category average comprehensively in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include State bank of Mysore, ICICI bank, ITC, RIL and Motherson Sumi. The fund invests 66% of assets into equities and 26% in debt with rest held as cash.

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