About Us

Unlock Possibilities

with our diverse offerings
We want to help you set the right path to meet your financial goals

At Principal Mutual Fund, we offer products that provide a mix of short-term to mid-term to long-term financial growth. Guided by integrity, trust and knowledge, our team applies a disciplined and research-based approach to design investment tools to suit various income levels and portfolios.

So, whether you are new to financial planning or are an experienced investor, our products can help you grow your money, generate income and save tax.

We are part of the Principal Financial Group -- a global investment management leader headquartered in Des Moines, Iowa, US. In India, we bring on board the financial strength and global experience of over 130 years in asset accumulation of Principal Financial Group.

  • We started doing business in India in 2000
  • Our team serves over 5 lakh customers 
  • We work with over 20,000 empaneled distributors across the country
  • We imbibe ethical standards of our parent company - Principal Financial Group in offering quality investment and long-term financial solutions.

Established in 1879, Principal Financial Group today is a member of the Fortune 500® and has over $666.6 billion in assets under management (as on June 30, 2018).

Since its inception, Principal has been helping people and companies around the world to build, protect and advance their financial well-being, with its retirement insurance and asset management expertise.

Principal Financial Group serves more than 22 million customers with a strength of over 14,000 employees worldwide.

The core of our investment philosophy lies in Clarity and Integrity. We aim to provide diversified investment options that are designed to meet investment needs across all stages of life.

Our equity investment philosophy:

 We believe that over medium to long-term, the fundamentals of the company reflect in their stock prices. We trust that bottom-up stock selection combined with disciplined risk management is the source of consistent outperformance. Our fund managers and analysts actively monitor companies to identify those with improving fundamentals and attractive relative valuations.

Our investment philosophy for fixed income:

We aim to ensure that the returns from your investment suitably compensate the fund for the interest rate risk, the credit risk and the liquidity risk – inherent components in any fixed income investment. To manage this, our fixed income team regularly monitors macroeconomic parameters along with company-specific fundamentals and uses these inputs to actively manage the portfolios.

Service Partner

Karvy Computershare Private Limited

Karvy Registry House #8-2-596,
Avenue 4, Street No. 1, Banjara Hills,
Hyderabad - 500 034,
Andhra Pradesh, India

Statutory Auditors to the Schemes of Principal Mutual Fund

B S R & Co. LLP
5th Floor, Lodha Excelus, Apollo Mills Compound
NM Joshi Marg, Mahalaxmi
Andheri Kurla Road
Mumbai - 400 011
Maharashtra, India
 

Statutory Auditors to the Asset Management Company

S. R. Batliboi & Associates LLP
Ruby Tower, Senapati Bapat Marg, Dadar,
Mumbai - 400028
Maharashtra, India

SBI SG Global Securities Services Private Limited

Jeevan Seva Annexe
S.V.Road, Santacruz(West)
Mumbai - 400 054
Maharashtra, India

Sponsors

Principal Mutual Fund, is sponsored by Principal Financial Services Inc. USA through its wholly owned subsidiaries Principal Financial Group (Mauritius) Limited and Principal International India Ltd. Principal Financial Group (Mauritius) Ltd. is the Settlor of the Mutual Fund Trust with Principal International India Ltd as co-settlor. Principal Financial Services Inc. is a member of the Principal Financial Group.