MF ExpertFund research

Compare funds

Overlay up to 5 funds. NAV values normalized to ₹100 at start of range.

Clear
Principal Equity Savings Fund - Half Yearly Income Distribution CUM Capital Withdrawal
Side-by-side metrics
Metric#101499
SchemePrincipal Equity Savings Fund - Half Yearly Income Distribution CUM Capital Withdrawal
HousePrincipal Mutual Fund
CategoryHybrid Scheme - Equity Savings
Latest NAV₹14.277
1M return-3.35%
3M return-2.90%
6M return3.28%
1Y return9.35%
3Y CAGR5.94%
5Y CAGR5.28%
Inception CAGR1.79%
σ 1Y (annualized)9.64%
σ 3Y (annualized)9.67%
Max drawdown (all)-18.70%
Sharpe 1Y (rf=6%)0.33
Sharpe 3Y (rf=6%)-0.01