Principal Balanced Advantage Fund (Div-M)

  • 3 years return (%) 5.47%
  • AUM (₹) ₹195.71 Cr
  • NAV (₹) 14.19
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 18.52% 5.47% 6.61% 69.89%
Category Average 61.30% 14.48% 15.86% 7.59%
Rank 6 2 2 --
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
18.52%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 1 Year
Principal Mutual Fund 2.47 199.7902 +19%
BNP Paribas Mutual Fund 2.4 286.8819 +24%
Motilal Oswal Mutual Fund 1.98 224.1002 +0%
Mahindra Manulife Mutual Fund 2.54 214.7879 +53%
IDBI Mutual Fund 2.54 205.1111 +38%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Net CA & Others

    Automobile Sector
    Net CA & Others Instrument
    10.4% % Assets
  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    8.6% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    6.5% % Assets
  • Reliance Industr

    Automobile Sector
    Equity Instrument
    3.7% % Assets
  • Axis Bank

    Automobile Sector
    Equity Instrument
    3.7% % Assets

AMC Details

Principal Mutual Fund

  • 7768.2303 Cr

    AUM

Contact Details

Exchange Plaza, 'B' Wing, 2nd Floor,
NSE Building, Bandra Kurla -
Complex, Bandra (East),Mumbai 400051.

67720555 | 67720512
customer@principalindia.com