Mutual Funds

Our Funds

Regular
Direct

Equity

Principal Emerging Bluechip Fund-Growth

Moderately High Risk

NAV 104.75
6 MTHS RETURNS -5.75%
1 YR RETURNS -13.24%
3 YRS CAGR +17.97%

Equity

Principal Dividend Yield Fund-Growth

Moderately High Risk

NAV 52.68
6 MTHS RETURNS -1.81%
1 YR RETURNS -8.03%
3 YRS CAGR +17.82%

Hybrid

Principal Hybrid Equity Fund-Growth

Moderately High Risk

NAV 79.43
6 MTHS RETURNS +0.58%
1 YR RETURNS -4%
3 YRS CAGR +17.64%

Equity

Principal Multi Cap Growth Fund-Growth

Moderately High Risk

NAV 142.84
6 MTHS RETURNS -0.85%
1 YR RETURNS -12.41%
3 YRS CAGR +17.35%

Equity

Principal Tax Savings Fund-Growth

Moderately High Risk

NAV 206.55
6 MTHS RETURNS -1.25%
1 YR RETURNS -13.12%
3 YRS CAGR +16.69%

Equity

Principal Focused Multicap Fund-Growth

Moderately High Risk

NAV 64.35
6 MTHS RETURNS -0.56%
1 YR RETURNS -3.06%
3 YRS CAGR +14.44%

FoF (Overseas)

Principal Global Opportunities Fund-Growth

High Risk

NAV 27.8767
6 MTHS RETURNS -10.6%
1 YR RETURNS -12.99%
3 YRS CAGR +14.2%

Solutions

Principal Retirement Savings Fund Progressive Plan-Growth

Moderately high Risk

NAV 13.5328
6 MTHS RETURNS +0.53%
1 YR RETURNS -5.32%
3 YRS CAGR +12.03%

Equity

Principal Personal Tax Saver Fund-Growth

Moderately High Risk

NAV 194.62
6 MTHS RETURNS -1.41%
1 YR RETURNS -12.78%
3 YRS CAGR +11.25%
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Equity

Principal Nifty 100 Equal Weight Fund-Growth

Moderately High Risk

NAV 70.5342
6 MTHS RETURNS -4.5%
1 YR RETURNS -10.23%
3 YRS CAGR +10.82%

Hybrid

Principal Balanced Advantage Fund-Growth

Moderately High Risk

NAV 21.77
6 MTHS RETURNS +2.3%
1 YR RETURNS +3.18%
3 YRS CAGR +9.59%

Solutions

Principal Retirement Savings Fund Moderate Plan-Growth

Moderately high Risk

NAV 12.6818
6 MTHS RETURNS +0.64%
1 YR RETURNS -1.75%
3 YRS CAGR +8.81%

Hybrid

Principal Equity Savings Fund-Growth

Moderately High Risk

NAV 37.0165
6 MTHS RETURNS +1.46%
1 YR RETURNS +1.87%
3 YRS CAGR +8.57%

Debt

Principal Short Term Debt Fund-Growth

Moderate Risk

NAV 33.4204
6 MTHS RETURNS +4.09%
1 YR RETURNS +7.07%
3 YRS CAGR +7.97%

Debt

Principal Credit Risk Fund-Growth

Moderate Risk

NAV 2935.3621
6 MTHS RETURNS +4.06%
1 YR RETURNS +7.63%
3 YRS CAGR +7.96%

Debt

Principal Dynamic Bond Fund-Growth

Moderate Risk

NAV 32.1206
6 MTHS RETURNS +4.75%
1 YR RETURNS +6.05%
3 YRS CAGR +7.94%

Debt

Principal Low Duration Fund-Growth

Moderately Low Risk

NAV 3011.6636
6 MTHS RETURNS +3.1%
1 YR RETURNS +7.02%
3 YRS CAGR +7.94%

Solutions

Principal Retirement Savings Fund Conservative Plan-Growth

Moderately high Risk

NAV 12.3551
6 MTHS RETURNS +0.66%
1 YR RETURNS +1.23%
3 YRS CAGR +7.37%

Debt

Principal Corporate Bond Fund-Growth

Moderate Risk

NAV 32.3836
6 MTHS RETURNS +3.93%
1 YR RETURNS +6.11%
3 YRS CAGR +6.99%

Debt

Principal Ultra Short Term Fund-Growth

Moderately Low Risk

NAV 2000.2690
6 MTHS RETURNS -1.69%
1 YR RETURNS +2.2%
3 YRS CAGR +5.71%

Debt

Principal Cash Management Fund-Growth

Low Risk

NAV 1642.0083
6 MTHS RETURNS -5.19%
1 YR RETURNS -1.74%
3 YRS CAGR +4.18%

Hybrid

Principal Arbitrage Fund-Growth

Moderately Low Risk

NAV 11.0758
6 MTHS RETURNS -3.21%
1 YR RETURNS -0.35%
3 YRS CAGR -