AMC
Submit
Return (%)
Scheme Name Category Launch Date AUM (Crore) Expense Ratio (%) YTD 1 Mon 3 Mon 6 Mon 1 Yr 3 Yrs 5 Yrs 10 Yrs Since Launch Action
Principal Small Cap Fund - Regular Plan - Growth Option Equity: Small Cap 05-05-2019 211.14 2.59 31.22 13.69 14.47 45.41 32.51 - - - 21.41
Principal Emerging Bluechip Fund - Growth Option Equity: Large and Mid Cap 12-11-2008 2,119.85 2.09 15.91 12.5 13.93 32.79 18.02 4.96 13.09 13.87 23.29
Principal Dividend Yield Fund-Growth Plan Equity: Dividend Yield 15-10-2004 165.91 2.58 15.06 11.72 12.97 27.58 16.29 6.41 12.4 9.33 11.99
Principal Global Opportunities Fund-Growth Option Fund of Funds-Overseas 29-03-2004 18.88 1.43 10.36 10.27 8.89 19.76 16.19 8.52 11.36 7.09 7.92
Principal Focused Multicap Fund-Growth Option Equity: Focused 11-11-2005 399.62 2.56 13.17 12.66 13.96 26.64 14.68 9.08 11.54 9.84 14.6
Principal Tax Savings Fund Equity: ELSS 31-03-1996 408.19 2.55 12.12 11.16 13.42 31.36 13.29 2.86 10.68 10.86 15.44
Principal Personal Tax Saver Fund Equity: ELSS 31-03-1996 241.02 2.54 11.81 11.23 13.58 31.83 12.97 2.82 7.82 7.57 17.26
Principal Equity Savings Fund - Growth Option Hybrid: Equity Savings 23-05-2002 43.47 2.45 11.8 4.89 6.84 15.51 12.22 6.42 7.59 6.85 7.95
Principal Hybrid Equity Fund-Growth Hybrid: Aggressive 14-01-2000 1,033.38 2.23 10.65 8.73 10.57 24.07 11.09 4.58 10.88 10.02 10.79
Principal Nifty 100 Equal Weight Fund-Growth Index Fund 27-07-1999 17.16 0.96 9.77 15.16 13.89 30.56 10.45 4.27 7.96 6.88 10.19
Principal Short Term Debt Fund- Growth Plan Debt: Short Duration 13-05-2003 134.08 1.03 9.9 0.74 1.67 11.22 9.98 4.59 5.91 7.45 7.26
Principal Multi Cap Growth Fund-Growth Option Equity: Multi Cap 25-10-2000 645.97 2.47 8.41 10.41 12.46 29.34 9.4 2.36 10.42 10.58 14.63
Principal Retirement Savings Fund - Progressive Plan - Regular Sub - Plan - Growth Retirement Fund 14-12-2015 2.3 2.34 8.81 9.67 11.97 27.75 9.26 3.54 - - 8.39
Principal Retirement Savings Fund - Moderate Plan - Regular Sub-Plan - Growth Retirement Fund 14-12-2015 0.69 2.25 8.39 5.65 6.98 14.95 8.64 4.02 - - 6.86
Principal Balanced Advantage Fund - Growth Option Hybrid: Dynamic Asset Allocation 16-12-2010 138.15 2.44 8.28 2.61 3.66 10.47 8.17 4.54 6.11 - 8.41
Principal Low Duration Fund- Growth Option Debt: Low Duration 14-09-2004 97.33 0.56 5.75 0.31 1.03 7.99 5.16 -0.06 3.12 5.99 6.32
Principal Retirement Savings Fund- Conservative Plan - Regular Sub-Plan - Growth Retirement Fund 14-12-2015 1.22 2.25 4.4 2.72 3.57 7.51 4.61 2.99 - - 5.47
Principal Ultra Short Term Fund-Growth Option Debt: Ultra Short Duration 28-12-2007 136.67 1.05 3.84 0.21 0.73 1.64 4.13 3.97 5.25 7.09 5.68
Principal Cash Management Fund -Growth Option Debt: Liquid 31-08-2004 197.65 0.22 3.54 0.24 0.75 1.56 3.92 2.75 4.53 1.87 3.64
Principal Arbitrage Fund - Regular Plan - Growth Hybrid: Arbitrage 21-04-2016 8.93 0.88 2.0 -0.04 0.38 0.43 2.14 1.73 - - 2.99
Principal Midcap Fund- Regular Plan - Growth Option Equity: Mid Cap 30-12-2019 265.51 2.4 17.07 12.14 13.99 33.14 - - - - 17.07
Principal Large Cap Fund - Regular growth Equity: Large Cap 19-10-2020 186.33 2.38 - 11.11 - - - - - - 10.89

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