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 Balanced Advantage Fund - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
3Y ago₹1.05 L
5Y ago₹1.03 L
Every metric, side-by-side
marks the winner per row.
| Metric | Principal Balanced Advantage Fu… |
|---|---|
| Fund house | Principal Mutual Fund |
| Category | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage |
| Plan | Direct |
| Latest NAV | ₹16.68 |
| Assets managed (AUM) | — |
| 1M return | 0.00% |
| 6M return | 2.39% |
| 1Y return | 6.99% |
| 3Y CAGR | 1.50% |
| 5Y CAGR | 0.55% |
| Since inception CAGR | 4.10% |
| Bumpiness · 3Y (annualised σ) | 7.87 |
| Worst drop ever | -25.23% |
| Sharpe · 3Y (rf=6%) | -0.57 |