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Principal Mutual Fund

Principal Asset Management Private Limited


The underlying objective of Principal Mutual Fund is to mobilise savings from the public, provide investment expertise to achieve optimal returns on their investments. The Fund was initially set up by Industrial Development Bank of India (IDBI) in 1994 by execution of a Trust Deed dated November 25, 1994, under which IDBI was the sole Settlor, Subsequently, on March 31, 2000, Principal Financial Services Inc. USA became the deemed sponsor (along with the IDBI) by acquiring 50% stake in IDBI-PRINCIPAL Asset Management Company Limited.

  • incorporated
    Nov-20-1991
  • CEO / MD
    Mr. Lalit Vij
  • Address
    Exchange Plaza, 2nd Floor, National Stock Exchange Building,Bandra Kurla Complex, Bandra East
    Mumbai - 400051
    Maharashtra
  • Phone
    91-22-22044990
  • Email
    customer@principalindia.com
  • Registrar & Transfer Agent
    Karvy Fintech Pvt Ltd.
    "KARVY HOUSE",46, Avenue 4, Street No.1, Banjara Hills,
    Hyderabad - 500 034
    Andhra Pradesh
    91-40-23311968
    mailmanager@karvy.com
  • Auditors
    S. R. BATLIBOI & Co Express Tower, 6th Floor,Nariman Point,Mumbai
    Mumbai - 400021
    Maharashtra
    91-22-22876401
    -

Total Net Assets of Principal Mutual Fund as of March 2018 - 7,079cr


Principal Mutual Fund - Estimated fund Flows for March 2018




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Principal Mutual Fund Schemes

NAME RATING Category Nav EXP Ratio Assets 1y 3y 5y
Principal Arbitrage Fund - Direct Plan - Growth — Others 11.7457 0.45% 8 cr 3.00% 2.60% —
Principal Balanced Advantage Fund - Direct Plan - Growth Option Balanced 23.6 1.06% 144 cr 8.66% 5.15% 6.78%
Principal Cash Management Fund - Direct Plan - Growth Option — Liquid 1787.896 0.12% 149 cr 4.48% 3.04% 4.79%
Principal Dividend Yield Fund - Direct Plan - Growth Option Equity 58.06 2.04% 170 cr 13.16% 4.33% 10.74%
Principal Emerging Bluechip Fund - Direct Plan - Growth Option Equity 119.11 1.00% 2,091 cr 16.77% 3.04% 11.78%
Principal Equity Savings - Direct Plan - Growth Option Balanced 41.6056 1.32% 45 cr 9.74% 5.79% 7.42%
Principal Focused Multicap Fund- Direct Plan - Growth Option Equity 71.58 1.79% 393 cr 12.71% 5.11% 9.09%
Principal Global Opportunities Fund-Direct Plan - Growth Option — Equity 33.1718 1.00% 19 cr 10.84% 4.98% 9.47%
Principal Hybrid Equity Fund Direct Plan Growth Option Balanced 83.25 0.98% 1,118 cr 8.09% 3.30% 10.51%
Principal Low Duration Fund Direct Plan Growth Option Debt 2785.5797 0.33% 97 cr 5.75% 0.33% 3.67%
Principal Midcap Fund Direct Growth — Equity 10.6 0.40% 259 cr — — —
Principal Multi Cap Growth Fund-Direct Plan - Growth Option Equity 147.7 1.65% 654 cr 8.62% 0.93% 9.63%
Principal Nifty 100 Equal Weight Fund Direct Plan - Growth Option Equity 71.3991 0.72% 17 cr 5.89% -0.29% 5.08%
Principal Personal Tax Saver Fund - Direct Plan Equity 197.77 2.13% 239 cr 6.83% -0.57% 5.31%
Principal Retirement Sav-Conservative-Direct Growth — Balanced 12.9064 1.80% 1 cr 3.98% 2.66% —
Principal Retirement Sav-Moderate-Direct Growth — Balanced 13.4686 1.54% 1 cr 6.58% 2.86% —
Principal Retirement Sav-Progressive-Direct Growth — Balanced 13.8901 1.17% 2 cr 4.27% 1.25% —
Principal Short Term Debt Fund Direct Plan Growth Option Debt 35.4931 0.65% 119 cr 9.89% 4.77% 6.62%
Principal Small Cap Fund Direct Growth — Equity 12.44 0.74% 193 cr 31.92% — —
Principal Tax Savings Fund - Direct Plan - Growth Equity 212.09 2.05% 403 cr 7.42% 0.41% 9.11%
Principal Ultra Short Term Fund- Direct Plan - Growth Option Debt 2217.6875 0.21% 218 cr 5.54% 4.99% 6.13%