Mutual Funds

Our Funds

Regular
Direct

Equity

Principal Emerging Bluechip Fund-Growth

Moderately High Risk

NAV 107.12
Inception CAGR +20.09%
5 YRS CAGR +22.18%
3 YRS CAGR +17.73%

Equity

Principal Dividend Yield Fund-Growth

Moderately High Risk

NAV 53.45
Inception CAGR +11.94%
5 YRS CAGR +15.27%
3 YRS CAGR +17.57%

Hybrid

Principal Hybrid Equity Fund-Growth

Moderately High Risk

NAV 81.20
Inception CAGR +14.76%
5 YRS CAGR +16.17%
3 YRS CAGR +17.42%

Equity

Principal Multi Cap Growth Fund-Growth

Moderately High Risk

NAV 145.60
Inception CAGR +15.85%
5 YRS CAGR +17.31%
3 YRS CAGR +17.03%

Equity

Principal Tax Savings Fund-Growth

Moderately High Risk

NAV 210.38
Inception CAGR +15.5%
5 YRS CAGR +16.85%
3 YRS CAGR +16.37%

Equity

Principal Focused Multicap Fund-Growth

Moderately High Risk

NAV 64.49
Inception CAGR +12.47%
5 YRS CAGR +13.39%
3 YRS CAGR +13.6%

Solutions

Principal Retirement Savings Fund Progressive Plan-Growth

Moderately high Risk

NAV 13.7379
Inception CAGR +10.16%
5 YRS CAGR -
3 YRS CAGR +11.78%

Equity

Principal Personal Tax Saver Fund-Growth

Moderately High Risk

NAV 197.73
Inception CAGR +11.23%
5 YRS CAGR +11.8%
3 YRS CAGR +10.98%
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Equity

Principal Nifty 100 Equal Weight Fund-Growth

Moderately High Risk

NAV 72.8593
Inception CAGR +9.83%
5 YRS CAGR +9.82%
3 YRS CAGR +10.48%

FoF (Overseas)

Principal Global Opportunities Fund-Growth

High Risk

NAV 28.0910
Inception CAGR +4.08%
5 YRS CAGR +5.72%
3 YRS CAGR +10.42%

Hybrid

Principal Balanced Advantage Fund-Growth

Moderately High Risk

NAV 22.04
Inception CAGR +10.92%
5 YRS CAGR +10.9%
3 YRS CAGR +9.26%

Solutions

Principal Retirement Savings Fund Moderate Plan-Growth

Moderately high Risk

NAV 12.8482
Inception CAGR +7.93%
5 YRS CAGR -
3 YRS CAGR +9.18%

Hybrid

Principal Equity Savings Fund-Growth

Moderately High Risk

NAV 37.5531
Inception CAGR +7.3%
5 YRS CAGR +8.31%
3 YRS CAGR +8.53%

Debt

Principal Short Term Debt Fund-Growth

Moderate Risk

NAV 34.0326
Inception CAGR +8.72%
5 YRS CAGR +8.73%
3 YRS CAGR +8.09%

Debt

Principal Dynamic Bond Fund-Growth

Moderate Risk

NAV 32.6783
Inception CAGR +8.35%
5 YRS CAGR +9.12%
3 YRS CAGR +8%

Debt

Principal Credit Risk Fund-Growth

Moderate Risk

NAV 2978.8110
Inception CAGR +8.51%
5 YRS CAGR +8.66%
3 YRS CAGR +7.98%

Debt

Principal Low Duration Fund-Growth

Moderately Low Risk

NAV 3042.6201
Inception CAGR +8.55%
5 YRS CAGR +8.35%
3 YRS CAGR +7.79%

Solutions

Principal Retirement Savings Fund Conservative Plan-Growth

Moderately high Risk

NAV 12.4872
Inception CAGR +7%
5 YRS CAGR -
3 YRS CAGR +7.19%

Debt

Principal Corporate Bond Fund-Growth

Moderate Risk

NAV 32.9804
Inception CAGR +7.83%
5 YRS CAGR +7.91%
3 YRS CAGR +7.18%

Debt

Principal Ultra Short Term Fund-Growth

Moderately Low Risk

NAV 2026.1993
Inception CAGR +7.57%
5 YRS CAGR +7.02%
3 YRS CAGR +5.69%

Debt

Principal Cash Management Fund-Growth

Low Risk

NAV 1660.4410
Inception CAGR -1.17%
5 YRS CAGR +5.91%
3 YRS CAGR +4.12%

Hybrid

Principal Arbitrage Fund-Growth

Moderately Low Risk

NAV 11.1545
Inception CAGR +3.8%
5 YRS CAGR -
3 YRS CAGR -