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.
otherDirect
Principal Retirement Savings Fund - Moderate Plan - Direct Sub-Plan - Growth
3Y ago₹1.16 L
5Y ago₹1.46 L
Every metric, side-by-side
marks the winner per row.
| Metric | Principal Retirement Savings Fu… |
|---|---|
| Fund house | Principal Mutual Fund |
| Category | Solution Oriented Scheme - Retirement Fund |
| Plan | Direct |
| Latest NAV | ₹14.7174 |
| Assets managed (AUM) | — |
| 1M return | 2.46% |
| 6M return | 16.45% |
| 1Y return | 11.59% |
| 3Y CAGR | 4.98% |
| 5Y CAGR | 7.83% |
| Since inception CAGR | 7.96% |
| Bumpiness · 3Y (annualised σ) | 9.00 |
| Worst drop ever | -17.30% |
| Sharpe · 3Y (rf=6%) | -0.12 |