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.
hybridDirect
Principal Equity Savings Fund- Direct Plan - Income Distribution CUM Capital Withdrawal Option - Quaterly
3Y ago₹1.37 L
5Y ago₹1.64 L
Every metric, side-by-side
marks the winner per row.
| Metric | Principal Equity Savings Fund- … |
|---|---|
| Fund house | Principal Mutual Fund |
| Category | Hybrid Scheme - Equity Savings |
| Plan | Direct |
| Latest NAV | ₹20.6727 |
| Assets managed (AUM) | — |
| 1M return | -1.30% |
| 6M return | 4.42% |
| 1Y return | 15.39% |
| 3Y CAGR | 11.10% |
| 5Y CAGR | 10.39% |
| Since inception CAGR | 6.22% |
| Bumpiness · 3Y (annualised σ) | 8.56 |
| Worst drop ever | -13.88% |
| Sharpe · 3Y (rf=6%) | 0.56 |