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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

  197.58

16.32 %
7.3 %
16.12 %

Principal Tax Savings Fund Direct Plan

DIRECT

N/A

  N/A

  N/A

  210.73

26.19 %
13.16 %
21.9 %
10.18 %
7.19 %
7.94 %

Principal Large Cap Fund Growth Plan

REGULAR

large-cap

  Create Long Term Wealth

  N/A

  58.56

15.26 %
6.67 %
15.35 %
7.12 %
11.28 %
N/A

Principal Low Duration Fund Direct Plan Growth

DIRECT

N/A

  N/A

  N/A

  2838.08

7.28 %
8.43 %
8.9 %
6.92 %
7.79 %
8.61 %

Principal Arbitrage Fund Direct Plan Growth

DIRECT

arbitrage--arbitrage-plus

  Better than savings account+ Low Risk

  N/A

  11.21

5.95 %
N/A
N/A

Principal Balanced Fund Direct Plan Growth Option

DIRECT

balanced

  Better than FD+ Medium term

  N/A

  77.15

25.31 %
13.7 %
18.77 %

Principal Cash Management Fund Direct Plan Growth

DIRECT

N/A

  N/A

  N/A

  1684.48

6.84 %
7.51 %
-1.47 %

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

  191.55

15.65 %
6.63 %
15.43 %
3.35 %
6.86 %
7.66 %
11.1 %
N/A
N/A

Principal Growth Fund Direct Plan Growth Option Growth

DIRECT

N/A

  N/A

  N/A

  145.04

27.16 %
13.63 %
22.23 %

Principal Large Cap Fund Direct Plan Growth Option Growth

DIRECT

large-cap

  Create Long Term Wealth

  N/A

  60.54

16.02 %
7.39 %
16.08 %

Principal Index Fund Direct Plan Growth Option

DIRECT

N/A

  N/A

  N/A

  72.02

16.4 %
5.76 %
13.11 %

Principal Index Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  70.26

15.82 %
5.24 %
12.56 %

Principal Dividend Yield Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  50.67

26.04 %
11.66 %
16.08 %
15.57 %
N/A
N/A
7.12 %
8.28 %
8.63 %

Principal Income Fund Short Term Plan Growth Plan

REGULAR

N/A

  N/A

  N/A

  30.21

5.52 %
7.3 %
8.05 %
0.04 %
-0.02 %
0.0 %

Principal Growth Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  140.15

26.18 %
12.82 %
21.42 %
7.91 %
N/A
N/A
4.12 %
7.25 %
8.29 %

Principal Low Duration Fund Regular Plan Growth

REGULAR

N/A

  N/A

  N/A

  2747.34

6.85 %
7.81 %
8.21 %

Principal Income Fund Long Term Plan Growth Plan

REGULAR

N/A

  N/A

  N/A

  29.01

3.3 %
6.45 %
7.48 %
6.42 %
8.15 %
8.87 %

Principal Cash Management Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  1677.62

6.77 %
7.43 %
-1.55 %
0.0 %
0.01 %
0.01 %

Principal Equity Savings Fund Regular Plan Growth

REGULAR

N/A

  N/A

  N/A

  34.24

9.35 %
6.41 %
7.14 %

Principal Balanced Fund Growth Plan

REGULAR

balanced

  Better than FD+ Medium term

  N/A

  73.4

23.4 %
12.51 %
17.63 %
0.04 %
-0.03 %
0.01 %

Principal Bank Cd Fund Direct Plan Growth Option

DIRECT

N/A

  N/A

  N/A

  2130.35

7.11 %
8.25 %
N/A
0.12 %
0.18 %
0.12 %
26.28 %
12.07 %
16.59 %
26.89 %
16.18 %
28.31 %
2.13 %
5.91 %
6.75 %

Principal Emerging Bluechip Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  104.34

25.37 %
14.98 %
27.18 %
0.11 %
0.13 %
0.09 %

Principal Tax Savings Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  205.83

25.8 %
12.68 %
21.36 %

Principal Smart Equity Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  19.57

7.84 %
5.1 %
12.18 %

Principal Arbitrage Fund Regular Plan Growth

REGULAR

arbitrage--arbitrage-plus

  Better than savings account+ Low Risk

  N/A

  11.06

5.23 %
N/A
N/A
9.45 %
6.35 %
13.33 %
13.76 %
6.43 %
10.59 %
31.23 %
11.44 %
7.51 %

Principal Global Opportunities Fund Growth Plan

REGULAR

N/A

  N/A

  N/A

  30.3

30.68 %
10.95 %
7.06 %
0.1 %
0.13 %
0.09 %
30.68 %
10.95 %
7.06 %
0.0 %
0.0 %
0.0 %
0.07 %
0.17 %
0.13 %
0.23 %
0.21 %
0.13 %
17.55 %
7.92 %
5.55 %

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