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 - Conservative Plan - Direct Sub-Plan - Growth
3Y ago₹1.12 L
5Y ago₹1.34 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 | ₹13.5059 |
| Assets managed (AUM) | — |
| 1M return | 1.17% |
| 6M return | 8.10% |
| 1Y return | 6.05% |
| 3Y CAGR | 3.71% |
| 5Y CAGR | 6.09% |
| Since inception CAGR | 6.14% |
| Bumpiness · 3Y (annualised σ) | 5.33 |
| Worst drop ever | -10.84% |
| Sharpe · 3Y (rf=6%) | -0.43 |