Principal Hybrid Equity Fund- Direct Plan - Growth Option (defunct)
Principal Mutual Fund · Hybrid · mandate: 65–80% equity, rest debt · benchmark: —
AUM (all plans)
—
CAGR (full)
28.4%
Sharpe (full)
2.52
Sharpe (bull ≤Sep-24)
—
Sharpe (sideways Oct-24→)
—
Max drawdown
-19.8%
Months of data
107
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22*
20.6%
2.3%
2.52
9
FY23
—
—
—
0
FY24
—
—
—
0
FY25
—
—
—
0
FY26
—
—
—
0
FY27*
—
—
—
0
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-5.3
-0.5
+3.2
+1.3
-2.6
-3.5
-2.4
+5.2
+8.1
+0.6
+3.9
+7.4
2014
-2.3
+2.0
+5.7
+1.8
+9.8
+5.3
-0.4
+2.5
+1.8
+3.8
+2.7
-0.9
+36.1
2015
+3.8
+0.1
-1.9
-1.6
+2.8
-0.7
+3.3
-5.1
+0.8
+2.2
+0.7
-0.2
+3.8
2016
-5.4
-7.0
+9.8
+1.9
+2.5
+4.1
+3.9
+4.2
+0.6
+2.3
-3.7
-1.6
+11.1
2017
+4.1
+3.3
+4.0
+3.6
+1.5
+1.7
+4.5
+0.3
+1.0
+7.2
-0.1
+2.1
+38.2
2018
+1.2
-2.6
-2.0
+5.6
-2.1
-1.6
+3.3
+3.0
-5.5
-1.9
+1.8
+1.0
-0.5
2019
-0.8
-1.1
+5.8
-0.5
+1.4
-2.6
-3.8
-1.3
+2.6
+2.6
+1.4
+0.0
+3.5
2020
+0.5
-2.8
-16.8
+8.9
-1.7
+5.9
+5.8
+1.9
+0.1
+2.1
+9.2
+6.2
+17.8
2021
-1.3
+6.0
+0.6
+0.9
+4.4
+2.2
+2.6
+5.5
+2.6
+1.3
-2.4
+1.9
+27.0
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard