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Mutual Fund Review – Principal balanced (D)

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Fund Name: Principal balanced (D)


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)


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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