(An open ended hybrid scheme investing predominantly in equity and - - PowerPoint PPT Presentation

(An open ended hybrid scheme investing predominantly in equity and equity related instruments)

Principal Hybrid Equity Fund

Equity Debt Potential for capital appreciation Provides stability to portfolio Aims at generating inflation beating returns Aims at generating consistent income

Automatic Tax Efficient Rebalancing

Hybrid Equity Funds offer tax efficiency considering its internal rebalancing. The similar rebalancing when done by an investor might attract taxes.

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

39.9 54.5 26.6 75.8 23.2 31.8 27.5 8.5 31.4 8.66 11.4 28.7 7.8 23.79

27.3 41.2

9.53

55.9

18 8.3

24.7

8.27

29.1

8.5 9.83

23.6

6.6

10.7

6.3 15.4 8.3 24.3

13.4

7.84 12.3 6.8 10.47

3.1 8.2

6.5 6.4 12.02 6 8.03

• 38.1

9.3 6.5

• 15.4

9.3

5.6

9

• 4.1

7 6.03 3.1 9.53 5.47 7.8

• 51.7

6.58 4.7

• 24.7

9.15

• 4.5
• 7.9
• 6.7

3 5.1

2.83

5.8

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51.51 53.86 54.34 55.56 56.01 57.35 58.47 60.48 60.82 64.04 64.69 60.76 17.80 17.54 16.95 16.22 15.59 13.68 12.19 11.07 10.29 9.34 10.44 13.80 30.69 28.60 28.71 28.22 28.40 28.97 29.34 28.45 28.89 26.62 24.87 25.44 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Large Cap Mid and Small Cap Debt & Others

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74.56% 25.44%

Equity Fixed Income*

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