Principal Balanced Advantage Fund (IDCW-M)

  • 5 years return (%) 6.67%
  • AUM (₹) ₹270.13 Cr
  • NAV (₹) 14.79
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 17.23% 7.48% 6.67% 80.57%
Category Average 58.49% 22.66% 17.37% 25.82%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
17.23%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Principal Balanced Advantage Fund (IDCW-M) 2.45 270.1294 +7%
BNP Paribas Dynamic Equity Fund - Regular (G) 2.44 380.1359 +0%
BOI AXA Mid & Small Cap Equity & Debt Fund (G) 2.65 349.3778 +25%
Mahindra Manulife Hybrid Equity NY - Reg(G) 2.57 293.5735 +0%
SBI Magnum Children's Benefit Fund - IP (G) 2.66 289.2186 +0%

Fund Risk

HIGH
Low
check your profile again

Sector

Asset Classes

Constituents

  • Net CA & Others

    Automobile Sector
    Net CA & Others Instrument
    13.0% % Assets
  • Reliance Industr

    Automobile Sector
    Equity Instrument
    5.8% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    5.1% % Assets
  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    4.3% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    3.1% % Assets

AMC Details

Principal Mutual Fund

  • 8930.0128 Cr

    AUM

Contact Details

Unit no. 002, Ground Floor, B (West)
Wing,Satellite Gazebo, Andheri
Ghatkopar Link Road, Mumbai-400093.

67720555 | 67720512
customer@principalindia.com