All Funds
Hybrid Scheme - Dynamic Asset Allocation or Balanced AdvantagePrincipal Mutual Fund

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

14.3900 0.0100 (0.07%)

Scheme Type

Open Ended Schemes

Category

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

Fund House

Principal Mutual Fund

ISIN

N/A

Data Points

2710 NAV records

NAV as of 30-12-2021

NAV History

+10.18%

365 data points · Period:1Y

Returns

CAGR

1M

3M

6M

1Y

3Y

5Y

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,018

+10.2%

3Y Ago

₹9,067

-9.3%

5Y Ago

₹9,393

-6.1%

Past performance ≠ future results

Fund Analytics

Metrics not yet computed. Data will appear after the next sync cycle.

vs Nifty 50

Nifty BeES ETF

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Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled
₹500₹1L
Period
Return (%)

Invested

₹3,00,000

Wealth Gained

-₹21,790

Total Value

₹2,78,210

*Based on historical CAGR. Projections are illustrative, not guaranteed

Principal Balanced Advantage Fund - Monthly Income Distribution CUM Capital Withdrawal Option | NiftyBrief | NiftyBrief