Compare funds

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

Principal Equity Savings Fund - Direct Plan - Income Distribution CUM Capital Withdrawal Option - Half Yearly

Side-by-side metrics

Metric	#119470
Scheme	Principal Equity Savings Fund - Direct Plan - Income Distribution CUM Capital Withdrawal Option - Half Yearly
House	Principal Mutual Fund
Category	Hybrid Scheme - Equity Savings
Latest NAV	₹14.4383
1M return	-3.22%
3M return	-2.52%
6M return	4.08%
1Y return	10.99%
3Y CAGR	6.60%
5Y CAGR	5.19%
Inception CAGR	3.27%
σ 1Y (annualized)	9.63%
σ 3Y (annualized)	9.93%
Max drawdown (all)	-21.14%
Sharpe 1Y (rf=6%)	0.49
Sharpe 3Y (rf=6%)	0.06