Jama - Principal Hybrid Equity Fund
Principal Hybrid Equity Fund
NAV : 82.06
(-0.1700000000000017arrow_downward
)
AUM : ₹1,109 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 3.22% | NA | NA | 6.4% | 24.85% | 18.29% | NA |
NAV History
Expense Ratio Trends
Fund Details
The fund provides wealth creation opportunity along with low volatility hence lesser risk as compared to equity funds. Ideal investment option for first time investors. The equity portfolio is large cap oriented with tactical allocation to mid and small cap funds. The fixed income portion has high quality fixed income instrument with active duration management and some tactical trading positions to optimise returns.
| Min (1st time) | ₹300 |
| Min (later on) | ₹300 |
| Min SIP | ₹2,000 |
| Expense Ratio | 67.0% |
| Exit Load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
|
| After 1 year | ₹1,06,400 | ₹1,05,186 | ₹1,214 |
| After 3 years | ₹1,65,511 | ₹1,47,840 | ₹17,671 |
| After 20 years | ₹28,76,427 | ₹13,55,021 | ₹15,21,406 |
Investment Calculators
18.28853956956631
13.9193
SIP Calculator
After Years
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Lumpsum Calculator
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Returns assumed : 18.29% Past 3 yr Data
Fund Objective:
The Investment objective of the scheme is to provide long term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
