Exclude:
Fixed Maturity Plan (FMPs)
Plans Suspended for Sales
Direct Plans
| Fund Name | Expense Ratio % | Front-End Load % | Back-End Load % | CDSC | Mim Initial Inv. (Rs) | Portfolio Manager | Tenure (Yrs.) |
|---|---|---|---|---|---|---|---|
Principal Balanced | 2.50 | 0.00 | 0.00 | Yes | 5,000 | P V K Mohan | 3 |
|
Principal Balanced Direct | -- | 0.00 | 0.00 | Yes | 5,000 | P V K Mohan | 0 |
|
Principal Bank CD Reg | 0.56 | 0.00 | 0.00 | Yes | 5,000 | Gurvinder Singh Wasan | 2 |
|
Principal Bank CD Reg Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Gurvinder Singh Wasan | 0 |
|
Principal Cash Mgmt | 0.13 | 0.00 | 0.00 | No | 5,000 | Pankaj Jain | 1 |
|
Principal Cash Mgmt Direct | -- | 0.00 | 0.00 | No | 5,000 | Pankaj Jain | 0 |
|
Principal Debt Opportunities Conservative | 0.50 | 0.00 | 0.00 | No | 5,000 | Pankaj Jain | 1 |
|
Principal Debt Opportunities Conservative Direct | -- | 0.00 | 0.00 | No | 5,000 | Pankaj Jain | 0 |
|
Principal Debt Opportunities Corporate Bond | 1.67 | 0.00 | 0.00 | Yes | 5,000 | Pankaj Jain | 1 |
|
Principal Debt Opportunities Corporate Bond Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Pankaj Jain | 0 |
|
Principal Debt Savings | 2.32 | 0.00 | 0.00 | Yes | 5,000 | Pankaj Jain | 1 |
|
Principal Debt Savings Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Pankaj Jain | 0 |
|
Principal Debt Savings Retail | 0.32 | 0.00 | 0.00 | Yes | 5,000 | Pankaj Jain | 1 |
|
Principal Debt Savings Retail Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Pankaj Jain | 0 |
|
Principal Dividend Yield | 2.49 | 0.00 | 0.00 | Yes | 5,000 | Dhimant Shah | 2 |
|
Principal Dividend Yield Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Dhimant Shah | 0 |
|
Principal Emerging Bluechip | 2.34 | 0.00 | 0.00 | Yes | 5,000 | Dhimant Shah | 2 |
|
Principal Emerging Bluechip Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Dhimant Shah | 0 |
|
Principal Global Opportunities | 1.61 | 0.00 | 0.00 | Yes | 10,000 | Rajat Jain | 9 |
|
Principal Global Opportunities Direct | -- | 0.00 | 0.00 | Yes | 10,000 | Rajat Jain | 0 |
|
Principal Growth | 2.37 | 0.00 | 0.00 | Yes | 5,000 | P V K Mohan | 3 |
|
Principal Growth Direct | -- | 0.00 | 0.00 | Yes | 5,000 | P V K Mohan | 0 |
|
Principal GSF | 2.00 | 0.00 | 0.00 | No | 5,000 | Bekxy Kuriakose | 1 |
|
Principal GSF Direct | -- | 0.00 | 0.00 | No | 5,000 | Bekxy Kuriakose | 0 |
|
Principal Income Long Term | 1.75 | 0.00 | 0.00 | Yes | 5,000 | Pankaj Jain | 1 |
|
Principal Income Long Term Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Pankaj Jain | 0 |
|
Principal Income Short-term | 1.25 | 0.00 | 0.00 | Yes | 5,000 | Gurvinder Singh Wasan | 2 |
|
Principal Income Short-term Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Gurvinder Singh Wasan | 0 |
|
Principal Index | 1.00 | 0.00 | 0.00 | No | 5,000 | Rupali Pandit | 1 |
|
Principal Index Direct | -- | 0.00 | 0.00 | No | 5,000 | Rupali Pandit | 0 |
|
Principal Large Cap | 2.31 | 0.00 | 0.00 | Yes | 5,000 | Anupam Tiwari | 2 |
|
Principal Large Cap Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Anupam Tiwari | 0 |
|
Principal Personal Tax Saver | 2.28 | 0.00 | 0.00 | No | 500 | Anupam Tiwari | 2 |
|
Principal Personal Tax Saver Direct | -- | 0.00 | 0.00 | No | 500 | Anupam Tiwari | 0 |
|
Principal Pnb FMP Series B1 | 0.37 | 0.00 | 0.00 | No | 5,000 | Pankaj Jain | 1 |
|
Principal Pnb FMP Series B2 | 0.00 | 0.00 | 0.00 | No | 5,000 | Pankaj Jain | 1 |
|
Principal Retail Equity Savings | 2.50 | 0.00 | 0.00 | Yes | 5,000 | P V K Mohan | 1 |
|
Principal Retail Equity Savings Direct | -- | 0.00 | 0.00 | Yes | 5,000 | P V K Mohan | 0 |
|
Principal Retail Money Manager | 0.32 | 0.00 | 0.00 | Yes | 5,000 | Pankaj Jain | 1 |
|
Principal Retail Money Manager Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Pankaj Jain | 0 |
|
Principal Smart Equity | 2.44 | 0.00 | 0.00 | Yes | 5,000 | Anupam Tiwari | 2 |
|
Principal Smart Equity Direct | -- | 0.00 | 0.00 | Yes | 5,000 | Anupam Tiwari | 0 |
|
Principal Tax Savings | 1.86 | 0.00 | 0.00 | No | 500 | P V K Mohan | 3 |
|
Principal Tax Savings Direct | -- | 0.00 | 0.00 | No | 500 | P V K Mohan | 0 |