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Principal Balanced Advantage Fund - Direct Plan - Growth Option

Side-by-side metrics

Metric	#119482
Scheme	Principal Balanced Advantage Fund - Direct Plan - Growth Option
House	Principal Mutual Fund
Category	Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV	₹27.87
1M return	0.40%
3M return	0.72%
6M return	4.81%
1Y return	12.11%
3Y CAGR	8.61%
5Y CAGR	8.97%
Inception CAGR	10.22%
σ 1Y (annualized)	4.54%
σ 3Y (annualized)	7.47%
Max drawdown (all)	-13.84%
Sharpe 1Y (rf=6%)	1.26
Sharpe 3Y (rf=6%)	0.33