Principal Balanced Advantage Fund - Direct Plan - Growth Option - Regular - Latest NAV [ ₹26.47 ], Returns, Performance, Portfolio & Returns 2021

Principal Balanced Advantage Fund - Direct Plan - Growth Option

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    8.55%
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    (--0.01)26.47

Min amount: ₹500

Calculate Returns

20 yrs
Rs. 500 invested monthly becomes Rs. 3.18 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years8.55%
3 Years7.73%
1 Year19.56%
6 Months7.08%
Fund Details
ISININF173K01FI7
RiskModerate Risk
Fund TypeDynamic Asset Allocation
NAV26.47
Exit Load0.25% for 7 Days

More about this fundstar

Top HoldingsWeightage
Cash Offset For Derivatives35.84%
Net Receivable / Payable10.43%
Treps 01-Jun-20218.61%
ICICI Bank Ltd6.47%
Future on ICICI Bank Ltd4.71%
Reliance Industries Ltd Shs Dematerialised3.69%
Axis Bank Ltd3.65%
Infosys Ltd3.49%
State Bank of India3.42%
Future on State Bank of India2.98%

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Min amount: ₹500

Calculate Returns

20 yrs
Rs. 500 invested monthly becomes Rs. 3.18 Lakhs in a period of 20 years
Moderate Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns