MF Gyan

Compare funds side-by-side

Pick up to 5 funds. We'll line up their prices from the same starting point (₹100) so you can see who did better.

Clear
Principal Hybrid Equity Fund-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
Side-by-side metrics
Metric#119485
SchemePrincipal Hybrid Equity Fund-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
HousePrincipal Mutual Fund
CategoryHybrid Scheme - Aggressive Hybrid Fund
Latest NAV₹41.24
1M return0.49%
3M return-1.69%
6M return7.45%
1Y return17.66%
3Y CAGR11.63%
5Y CAGR9.28%
Inception CAGR10.00%
σ 1Y (annualized)12.44%
σ 3Y (annualized)15.81%
Max drawdown (all)-35.24%
Sharpe 1Y (rf=6%)0.86
Sharpe 3Y (rf=6%)0.33