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PRINCIPAL MUTUAL FUND

N/A

Principal Mutual Fund Schemes

Principal Index Fund Midcap Direct Plan Growth

DIRECT

small--mid-cap

  Create Long Term Wealth

  N/A

  19.91

33.41 %
17.93 %
N/A

Principal Index Fund Midcap Regular Plan Growth

REGULAR

small--mid-cap

  Create Long Term Wealth

  N/A

  19.6

32.75 %
17.34 %
N/A

Principal Personal Tax Saver Fund Direct Plan

DIRECT

N/A

  N/A

  N/A

  201.21

15.91 %
12.91 %
N/A

Principal Tax Savings Fund Direct Plan

DIRECT

N/A

  N/A

  N/A

  210.91

25.58 %
18.17 %
N/A
9.3 %
8.96 %
N/A

Principal Large Cap Fund Growth Plan

REGULAR

large-cap

  Create Long Term Wealth

  N/A

  59.58

15.81 %
12.37 %
15.41 %
7.12 %
11.28 %
N/A

Principal Low Duration Fund Direct Plan Growth

DIRECT

N/A

  N/A

  N/A

  2774.49

7.95 %
8.87 %
N/A
7.18 %
8.14 %
N/A

Principal Arbitrage Fund Direct Plan Growth

DIRECT

arbitrage--arbitrage-plus

  Better than savings account+ Low Risk

  N/A

  10.94

5.64 %
N/A
N/A

Principal Balanced Fund Direct Plan Growth Option

DIRECT

balanced

  Better than FD+ Medium term

  N/A

  76.69

25.74 %
17.62 %
N/A

Principal Cash Management Fund Direct Plan Growth

DIRECT

N/A

  N/A

  N/A

  1642.33

6.84 %
7.76 %
N/A

Principal Government Securities Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  34.37

6.41 %
10.72 %
8.93 %

Principal Personal Tax Saver Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  195.47

15.2 %
12.2 %
15.38 %
6.83 %
8.8 %
N/A
12.82 %
N/A
N/A

Principal Growth Fund Direct Plan Growth Option Growth

DIRECT

N/A

  N/A

  N/A

  144.65

26.5 %
18.55 %
N/A

Principal Large Cap Fund Direct Plan Growth Option Growth

DIRECT

large-cap

  Create Long Term Wealth

  N/A

  61.44

16.57 %
13.13 %
N/A

Principal Index Fund Direct Plan Growth Option

DIRECT

N/A

  N/A

  N/A

  72.38

18.79 %
10.26 %
N/A

Principal Index Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  70.74

18.2 %
9.72 %
12.71 %

Principal Dividend Yield Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  50.61

26.2 %
14.97 %
15.4 %
16.37 %
N/A
N/A
8.08 %
8.77 %
N/A

Principal Income Fund Short Term Plan Growth Plan

REGULAR

N/A

  N/A

  N/A

  29.94

6.98 %
8.49 %
8.49 %
-0.04 %
0.01 %
-0.01 %

Principal Growth Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  140.22

25.6 %
17.74 %
21.29 %
9.05 %
N/A
N/A
7.21 %
10.42 %
N/A

Principal Low Duration Fund Regular Plan Growth

REGULAR

N/A

  N/A

  N/A

  2689.9

7.51 %
8.17 %
8.46 %

Principal Income Fund Long Term Plan Growth Plan

REGULAR

N/A

  N/A

  N/A

  29.33

6.42 %
9.63 %
8.53 %
7.85 %
9.33 %
N/A

Principal Cash Management Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  1636.07

6.77 %
7.68 %
-1.41 %
0.0 %
0.01 %
N/A

Principal Equity Savings Fund Regular Plan Growth

REGULAR

N/A

  N/A

  N/A

  33.99

9.34 %
8.34 %
7.55 %

Principal Balanced Fund Growth Plan

REGULAR

balanced

  Better than FD+ Medium term

  N/A

  73.46

24.21 %
16.55 %
17.81 %
-0.04 %
0.01 %
N/A

Principal Bank Cd Fund Direct Plan Growth Option

DIRECT

N/A

  N/A

  N/A

  2130.35

7.11 %
8.25 %
N/A
0.25 %
0.19 %
N/A
26.45 %
15.45 %
N/A
28.88 %
25.84 %
N/A
5.78 %
7.91 %
7.83 %

Principal Emerging Bluechip Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  107.11

27.56 %
24.65 %
27.83 %

Principal Tax Savings Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  206.31

25.24 %
17.65 %
21.23 %

Principal Smart Equity Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  19.47

7.93 %
7.88 %
12.16 %

Principal Arbitrage Fund Regular Plan Growth

REGULAR

arbitrage--arbitrage-plus

  Better than savings account+ Low Risk

  N/A

  10.83

4.9 %
N/A
N/A
9.22 %
9.0 %
N/A
8.12 %
5.8 %
N/A
26.53 %
9.91 %
N/A

Principal Global Opportunities Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  28.76

26.0 %
9.43 %
7.37 %
0.19 %
0.14 %
0.09 %
26.0 %
9.43 %
7.37 %
0.0 %
0.0 %
0.0 %
0.03 %
0.21 %
0.15 %
0.31 %
0.17 %
0.13 %
17.49 %
4.33 %
N/A

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