Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
1/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sectorDirect
Principal Dividend Yield Fund- Direct Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option
3Y ago₹1.65 L
5Y ago₹2.07 L
Every metric, side-by-side
marks the winner per row.
| Metric | Principal Dividend Yield Fund- … |
|---|---|
| Fund house | Principal Mutual Fund |
| Category | Equity Scheme - Dividend Yield Fund |
| Plan | Direct |
| Latest NAV | ₹49.66 |
| Assets managed (AUM) | — |
| 1M return | 2.50% |
| 6M return | 9.60% |
| 1Y return | 31.72% |
| 3Y CAGR | 18.19% |
| 5Y CAGR | 15.69% |
| Since inception CAGR | 10.83% |
| Bumpiness · 3Y (annualised σ) | 18.93 |
| Worst drop ever | -33.17% |
| Sharpe · 3Y (rf=6%) | 0.58 |