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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 - Quaterly

Side-by-side metrics

Metric	#119471
Scheme	Principal Equity Savings Fund- Direct Plan - Income Distribution CUM Capital Withdrawal Option - Quaterly
House	Principal Mutual Fund
Category	Hybrid Scheme - Equity Savings
Latest NAV	₹20.6727
1M return	-1.30%
3M return	-0.58%
6M return	4.42%
1Y return	15.39%
3Y CAGR	11.10%
5Y CAGR	10.39%
Inception CAGR	6.22%
σ 1Y (annualized)	8.21%
σ 3Y (annualized)	8.56%
Max drawdown (all)	-13.88%
Sharpe 1Y (rf=6%)	1.05
Sharpe 3Y (rf=6%)	0.56