Compare funds side-by-side

Pick up to 5 funds. We'll line up their prices from the same starting point (₹100) so you can see who did better.

Principal Balanced Advantage Fund - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option

Side-by-side metrics

Metric	#119483
Scheme	Principal Balanced Advantage Fund - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
House	Principal Mutual Fund
Category	Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV	₹16.68
1M return	0.00%
3M return	-0.42%
6M return	2.39%
1Y return	6.99%
3Y CAGR	1.50%
5Y CAGR	0.55%
Inception CAGR	4.10%
σ 1Y (annualized)	4.97%
σ 3Y (annualized)	7.87%
Max drawdown (all)	-25.23%
Sharpe 1Y (rf=6%)	0.19
Sharpe 3Y (rf=6%)	-0.57