Our Funds

Regular
Direct
Hybrid

Principal Hybrid Equity Fund-Growth

Moderately High Risk

NAV 78.40
6 MTHS RETURNS -1.41%
1 YR RETURNS +0.11%
3 YRS CAGR +15.16%
Equity

Principal Emerging Bluechip Fund-Growth

Moderately High Risk

NAV 104.80
6 MTHS RETURNS -8.54%
1 YR RETURNS -5.67%
3 YRS CAGR +15.85%
Equity

Principal Multi Cap Growth Fund-Growth

Moderately High Risk

NAV 141.83
6 MTHS RETURNS -5.06%
1 YR RETURNS -4.98%
3 YRS CAGR +14.4%
Equity

Principal Tax Savings Fund-Growth

Moderately High Risk

NAV 205.32
6 MTHS RETURNS -5.59%
1 YR RETURNS -5.64%
3 YRS CAGR +13.78%
Equity

Principal Dividend Yield Fund-Growth

Moderately High Risk

NAV 52.80
6 MTHS RETURNS -3.14%
1 YR RETURNS -0.19%
3 YRS CAGR +15.17%
FoF (Overseas)

Principal Global Opportunities Fund-Growth

High Risk

NAV 28.4974
6 MTHS RETURNS -8.94%
1 YR RETURNS -2.3%
3 YRS CAGR +11.32%
Equity

Principal Focused Multicap Fund-Growth

Moderately High Risk

NAV 62.48
6 MTHS RETURNS -1.92%
1 YR RETURNS +0.16%
3 YRS CAGR +11.03%
Equity

Principal Nifty 100 Equal Weight Fund-Growth

Moderately High Risk

NAV 71.1468
6 MTHS RETURNS -5.54%
1 YR RETURNS -1.82%
3 YRS CAGR +9.26%
Equity

Principal Personal Tax Saver Fund-Growth

Moderately High Risk

NAV 193.72
6 MTHS RETURNS -4.96%
1 YR RETURNS -6.48%
3 YRS CAGR +8.79%
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Solutions

Principal Retirement Savings Fund Progressive Plan-Growth

Moderately high Risk

NAV 13.3933
6 MTHS RETURNS -3.22%
1 YR RETURNS -1.13%
3 YRS CAGR -
Hybrid

Principal Equity Savings Fund-Growth

Moderately High Risk

NAV 36.7177
6 MTHS RETURNS +1.56%
1 YR RETURNS +3.29%
3 YRS CAGR +7.75%
Hybrid

Principal Balanced Advantage Fund-Growth

Moderately High Risk

NAV 21.57
6 MTHS RETURNS +2.57%
1 YR RETURNS +5.17%
3 YRS CAGR +8.37%
Fixed Income

Principal Low Duration Fund-Growth

Moderately Low Risk

NAV 2960.5364
6 MTHS RETURNS +2.88%
1 YR RETURNS +6.24%
3 YRS CAGR +7.82%
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Fixed Income

Principal Credit Risk Fund-Growth

Moderate Risk

NAV 2879.6970
6 MTHS RETURNS +3.68%
1 YR RETURNS +6.73%
3 YRS CAGR +7.84%
Fixed Income

Principal Short Term Debt Fund-Growth

Moderate Risk

NAV 32.7990
6 MTHS RETURNS +3.69%
1 YR RETURNS +5.64%
3 YRS CAGR +7.76%
Fixed Income

Principal Ultra Short Term Fund-Growth

Moderately Low Risk

NAV 1966.8682
6 MTHS RETURNS -1.84%
1 YR RETURNS +1.59%
3 YRS CAGR +5.63%
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Fixed Income

Principal Cash Management Fund-Growth

Low Risk

NAV 1621.3147
6 MTHS RETURNS -5.09%
1 YR RETURNS -1.78%
3 YRS CAGR +4.22%
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Solutions

Principal Retirement Savings Fund Moderate Plan-Growth

Moderately high Risk

NAV 12.5840
6 MTHS RETURNS -1.32%
1 YR RETURNS +0.73%
3 YRS CAGR -
Fixed Income

Principal Corporate Bond Fund-Growth

Moderate Risk

NAV 31.7794
6 MTHS RETURNS +3.61%
1 YR RETURNS +3.78%
3 YRS CAGR +6.66%
Solutions

Principal Retirement Savings Fund Conservative Plan-Growth

Moderately high Risk

NAV 12.2491
6 MTHS RETURNS -0.24%
1 YR RETURNS +1.9%
3 YRS CAGR -
Hybrid

Principal Arbitrage Fund-Growth

Moderately Low Risk

NAV 10.9962
6 MTHS RETURNS -2.84%
1 YR RETURNS +0.13%
3 YRS CAGR -
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Fixed Income

Principal Dynamic Bond Fund-Growth

Moderate Risk

NAV 31.3750
6 MTHS RETURNS +3.77%
1 YR RETURNS +3.52%
3 YRS CAGR +7.12%