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.

Principal Retirement Savings Fund - Moderate Plan - Direct Sub-Plan - Growth

Side-by-side metrics

Metric	#135753
Scheme	Principal Retirement Savings Fund - Moderate Plan - Direct Sub-Plan - Growth
House	Principal Mutual Fund
Category	Solution Oriented Scheme - Retirement Fund
Latest NAV	₹14.7174
1M return	2.46%
3M return	12.82%
6M return	16.45%
1Y return	11.59%
3Y CAGR	4.98%
5Y CAGR	7.83%
Inception CAGR	7.96%
σ 1Y (annualized)	13.12%
σ 3Y (annualized)	9.00%
Max drawdown (all)	-17.30%
Sharpe 1Y (rf=6%)	0.39
Sharpe 3Y (rf=6%)	-0.12