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.
2/5
₹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 - Progressive Plan - Direct Sub-Plan - Growth
3Y ago₹1.15 L
5Y ago₹1.59 L
otherDirect
ICICI Prudential Retirement Fund Hybrid Aggressive Plan - Direct Plan - Growth
3Y ago₹1.66 L
5Y ago₹2.07 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Principal Retirement Savings Fu… | ICICI Prudential Retirement Fun… |
|---|---|---|
| Fund house | Principal Mutual Fund | ICICI Prudential Mutual Fund |
| Category | Solution Oriented Scheme - Retirement Fund | Solution Oriented Scheme - Retirement Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹16.0857 | ₹31.70 |
| Assets managed (AUM) | — | — |
| 1M return | 4.19% | -0.31% |
| 6M return | 29.94% | 8.12% |
| 1Y return | 14.20% | 10.65% |
| 3Y CAGR | 4.81% | 18.31% |
| 5Y CAGR | 9.66% | 15.65% |
| Since inception CAGR | 9.89% | 16.58% |
| Bumpiness · 3Y (annualised σ) | 18.32 | 13.84 |
| Worst drop ever | -34.89% | -28.71% |
| Sharpe · 3Y (rf=6%) | -0.07 | 0.81 |