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 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
elssDirect
Principal Personal Tax Saver Fund - Direct Plan
3Y ago₹1.61 L
5Y ago₹2.01 L
Every metric, side-by-side
marks the winner per row.
| Metric | Principal Personal Tax Saver Fu… |
|---|---|
| Fund house | Principal Mutual Fund |
| Category | Equity Scheme - ELSS |
| Plan | Direct |
| Latest NAV | ₹313.38 |
| Assets managed (AUM) | — |
| 1M return | -0.22% |
| 6M return | 9.94% |
| 1Y return | 32.37% |
| 3Y CAGR | 17.20% |
| 5Y CAGR | 14.98% |
| Since inception CAGR | 13.24% |
| Bumpiness · 3Y (annualised σ) | 21.29 |
| Worst drop ever | -41.25% |
| Sharpe · 3Y (rf=6%) | 0.48 |