Principal Mutual Fund was established in 1994 and is one of the oldest AMCs in the country. The AMC has over 4 lakh customers and more than 20,000 distributors across the country. What is unique about this asset management company is that they are committed to provide financial to retail investors and institutions alike. With a financial legacy of more than 130 years, their global expertise proves to be an asset for taking adequate market decisions. The AMC provides a wide range of products, ranging from equity, debt and hybrid. The schemes invest in diverse portfolios and aim to generate subsequent returns. They believe in delivering superior risk adjusted returns to clients and believe in carrying out business in a safe and transparent manner, maintaining a high level of trust and integrity among clients.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Principal Dividend Yield Fund - Direct Plan | Dividend Yield | Moderately High | 15.84 | 207.29 |
Principal Multi Cap Growth Fund-Direct Plan | Multi-Cap | Moderately High | 15.19 | 875.48 |
Principal Emerging Bluechip Fund - Direct Plan | Large & Mid- Cap | Moderately High | 15.07 | 2192.16 |
Principal Hybrid Equity Fund- Direct Plan | Aggressive Allocation | Moderately High | 14.87 | 1738.72 |
Principal Tax Savings Fund - Direct Plan | ELSS (Tax Savings) | Moderately High | 14.57 | 407.95 |
Principal Focused Multicap Fund- Direct Plan | Focused Fund | Moderately High | 13.06 | 319.04 |
Principal Global Opportunities Fund-Direct Plan | Global - Other | High | 12.2 | 15.41 |
Principal Retirement Sav-Progressive-Direct | Fund of Funds | Moderately High | 10.86 | 1.66 |
Principal Nifty 100 Equal Weight Fund Direct Plan | Index Funds | Moderately High | 8.83 | 18.03 |
Principal Equity Savings - Direct Plan | Equity Savings | Moderately High | 8.53 | 65.94 |
Principal Mutual Fund AMC offers some of the best mutual fund schemes in India. Some of the top-performing mutual funds of Principal Mutual Fund given below.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Principal Emerging Bluechip Fund - Direct Plan | Large & Mid- Cap | Moderately High | 15.07 | 2192.16 |
Principal Hybrid Equity Fund- Direct Plan | Aggressive Allocation | Moderately High | 14.87 | 1738.72 |
Principal Cash Management Fund - Direct Plan | Liquid | Low | 3.96 | 239.32 |
Principal Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Principal Dividend Yield Fund - Direct Plan | Dividend Yield | Moderately High | 15.84 | 207.29 |
Principal Multi Cap Growth Fund-Direct Plan | Multi-Cap | Moderately High | 15.19 | 875.48 |
Principal Emerging Bluechip Fund - Direct Plan | Large & Mid- Cap | Moderately High | 15.07 | 2192.16 |
Principal Tax Savings Fund - Direct Plan | ELSS (Tax Savings) | Moderately High | 14.57 | 407.95 |
Principal Focused Multicap Fund- Direct Plan | Focused Fund | Moderately High | 13.06 | 319.04 |
Hybrid Schemes or balanced schemes bridge the gap between equity and debt schemes. This category is characterized by a portfolio that is made up of a mix of equity stocks and bonds and will suit investors looking for debt plus returns with higher levels of risk than fixed income schemes.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Principal Hybrid Equity Fund- Direct Plan | Aggressive Allocation | Moderately High | 14.87 | 1738.72 |
Principal Retirement Sav-Progressive-Direct | Fund of Funds | Moderately High | 10.86 | 1.66 |
Principal Equity Savings - Direct Plan | Equity Savings | Moderately High | 8.53 | 65.94 |
Principal Retirement Sav-Moderate-Direct | Fund of Funds | Moderately High | 8.41 | 0.79 |
Principal Balanced Advantage Fund - Direct Plan | Dynamic Asset Allocation | Moderately High | 7.74 | 212.5 |
Principal Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Principal Corporate Bond Fund - Retail Plan - Direct Plan | Corporate Bond | Moderate | 6.8 | 18.2 |
Principal Ultra Short Term Fund- Direct Plan | Ultra Short Duration | Moderately Low | 5.59 | 50.13 |
Principal Credit Risk Fund Direct Plan | Credit Risk | Moderate | 5.25 | 95.73 |
Principal Government Securities Fund - Direct Plan | Gilt Medium & Long Term | Moderate | 4.63 | 12.6 |
Principal Dynamic Bond Fund - Direct Plan | Dynamic Bond | Moderate | 4.56 | 75.32 |
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