Mutual Funds

Fund Category 1Y (%) 3Y (%) 5Y (%) AUM(in cr.)
Principal Personal Tax Saver Fund - Direct Plan Tax Savings 1.8 11.3 11.7 271.25
Principal Personal Tax Saver Fund Tax Savings 1.34 10.68 11.06 271.25
Parag Parikh Long Term Equity Fund - Direct Plan - Growth Multi - Cap -3.82 10.51 11.41 2,003.99
Parag Parikh Long Term Equity Fund - Regular Plan - Growth Multi - Cap -4.47 9.85 10.77 2,003.99
Principal Global Opportunities Fund-Direct Plan - Growth Option Region Specific - Emerging Markets -9.36 9.12 4.02 15.71
Principal Hybrid Equity Fund- Direct Plan - Growth Option Aggressive Hybrid Fund -7.02 9.11 10.17 1,600.00
Principal Global Opportunities Fund-Growth Option Region Specific - Emerging Markets -9.68 8.66 3.57 15.71
Principal Hybrid Equity Fund-Growth Aggressive Hybrid Fund -8.02 7.83 9.05 1,600.00
Principal Dividend Yield Fund - Direct Plan - Growth Option Thematic - Dividend Yield -11.16 7.81 8.21 187.99
Principal Multi Cap Growth Fund-Direct Plan - Growth Option Multi - Cap -11.24 7.39 9.19 832.04
Principal Dividend Yield Fund-Growth Plan Thematic - Dividend Yield -11.81 7.29 7.65 187.99
Principal Tax Savings Fund - Direct Plan Tax Savings -12.01 6.75 8.73 381.21
Principal Multi Cap Growth Fund-Growth Option Multi - Cap -12.02 6.49 8.34 832.04
Principal Equity Savings Fund - Direct Plan - Growth Option Equity Savings Fund 1.76 6.32 7.16 52.29
Principal Emerging Bluechip Fund - Direct Plan - Growth Option Large & Mid Cap -14.39 6.3 12.26 2,051.44
Principal Tax Savings Fund Tax Savings -12.53 6.19 8.15 381.21
Principal Focused Multicap Fund- Direct Plan - Growth Option Focused -6.0 6.06 7.58 309.37
Principal Corporate Bond Fund - Direct Plan -Growth Option Corporate Bond Fund 5.51 5.43 7.14 18.34
Principal Ultra Short Term Fund- Direct Plan -Growth Option Ultra Short Duration Fund 1.55 5.38 6.75 62.32
Principal Balanced Advantage Fund - Direct Plan - Growth Option Dynamic Asset Allocation -0.55 5.37 6.43 212.99
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Mutual Funds

Principal Personal Tax Saver Fund - Direct Plan
1.8%
Return 1Y
11.3%
Return 3Y
11.7%
Return 5Y
Principal Personal Tax Saver Fund
1.34%
Return 1Y
10.68%
Return 3Y
11.06%
Return 5Y
Parag Parikh Long Term Equity Fund - Direct Plan - Growth
-3.82%
Return 1Y
10.51%
Return 3Y
11.41%
Return 5Y
Parag Parikh Long Term Equity Fund - Regular Plan - Growth
-4.47%
Return 1Y
9.85%
Return 3Y
10.77%
Return 5Y
Principal Global Opportunities Fund-Direct Plan - Growth Option
-9.36%
Return 1Y
9.12%
Return 3Y
4.02%
Return 5Y
Principal Hybrid Equity Fund- Direct Plan - Growth Option
-7.02%
Return 1Y
9.11%
Return 3Y
10.17%
Return 5Y
Principal Global Opportunities Fund-Growth Option
-9.68%
Return 1Y
8.66%
Return 3Y
3.57%
Return 5Y
Principal Hybrid Equity Fund-Growth
-8.02%
Return 1Y
7.83%
Return 3Y
9.05%
Return 5Y
Principal Dividend Yield Fund - Direct Plan - Growth Option
-11.16%
Return 1Y
7.81%
Return 3Y
8.21%
Return 5Y
Principal Multi Cap Growth Fund-Direct Plan - Growth Option
-11.24%
Return 1Y
7.39%
Return 3Y
9.19%
Return 5Y
Principal Dividend Yield Fund-Growth Plan
-11.81%
Return 1Y
7.29%
Return 3Y
7.65%
Return 5Y
Principal Tax Savings Fund - Direct Plan
-12.01%
Return 1Y
6.75%
Return 3Y
8.73%
Return 5Y
Principal Multi Cap Growth Fund-Growth Option
-12.02%
Return 1Y
6.49%
Return 3Y
8.34%
Return 5Y
Principal Equity Savings Fund - Direct Plan - Growth Option
1.76%
Return 1Y
6.32%
Return 3Y
7.16%
Return 5Y
Principal Emerging Bluechip Fund - Direct Plan - Growth Option
-14.39%
Return 1Y
6.3%
Return 3Y
12.26%
Return 5Y
Principal Tax Savings Fund
-12.53%
Return 1Y
6.19%
Return 3Y
8.15%
Return 5Y
Principal Focused Multicap Fund- Direct Plan - Growth Option
-6.0%
Return 1Y
6.06%
Return 3Y
7.58%
Return 5Y
Principal Corporate Bond Fund - Direct Plan -Growth Option
5.51%
Return 1Y
5.43%
Return 3Y
7.14%
Return 5Y
Principal Ultra Short Term Fund- Direct Plan -Growth Option
1.55%
Return 1Y
5.38%
Return 3Y
6.75%
Return 5Y
Principal Balanced Advantage Fund - Direct Plan - Growth Option
-0.55%
Return 1Y
5.37%
Return 3Y
6.43%
Return 5Y
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