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Home>Mutual Funds>Principal Mutual Funds>Best Principal Mutual Funds

Best Principal Equity Mutual Funds

Principal Mutual Fund was established in 1994 and is one of the oldest AMC's in the country. The AMC has over 4 lakh customers and more than 20,000 distributors across the country. What is unique about this asset management company is that they are committed to provide financial to retail investors and institutions alike.

With a financial legacy of more than 130 years, their global expertise proves to be am asset for taking adequate market decisions.

The AMC provides a wide range of products, ranging from equity, debt and hybrid. The schemes invest in diverse portfolios and aim to generate subsequent returns. They believe in delivering superior risk adjusted returns to clients and believe in carrying out business in a safe and transparent manner, maintaining a high level of trust and integrity among clients

Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.

These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.

Purpose: Invest here for your longer duration to get higher returns than debt funds.

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List of Principal Mutual Funds in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Principal Emerging Bluechip FundEquityVery High41.8%4₹3,124
Principal Global Opportunities FundOtherVery High27.1%1₹38
Principal Small Cap FundEquityModerately High78.3%3₹513
Principal Midcap FundEquityModerately High49.1%₹450
Principal Large Cap FundEquityVery High29.6%4₹534
Principal Govt Sec FundDebtModerate15.1%2₹12
Principal Bank CD Plan FundDebtModerately Low8.3%1₹74
Principal Index FundEquityModerately High7.5%1₹3
Principal Credit Risk FundDebtModerate12.3%3₹14
Principal Personal Tax Saver FundEquityVery High36.1%1₹333
Principal Corporate Bond FundDebtModerate8.8%2₹18
Principal Retirement Savings FundSolution OrientedModerately High11.6%1₹1
View All

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Principal Emerging Bluechip Fund Direct Growth

Fund Performance: The Principal Emerging Bluechip Fund has given 22.81% annualized returns in the past three years and 20.68% in the last 5 years. The Principal Emerging Bluechip Fund belongs to the Equity category of Principal Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Principal Emerging Bluechip Fund via lump sum is ₹300 and via SIP is ₹100.

Min Investment Amt₹300
AUM₹3,124Cr
1Y Returns41.8%

Principal Global Opportunities Fund Direct Growth

Fund Performance: The Principal Global Opportunities Fund has given 25.29% annualized returns in the past three years and 17.49% in the last 5 years. The Principal Global Opportunities Fund belongs to the Other category of Principal Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Principal Global Opportunities Fund via lump sum is ₹10,000 and via SIP is ₹2,000.

Min Investment Amt₹10,000
AUM₹38Cr
1Y Returns27.1%

Principal Small Cap Fund Direct Growth

Fund Performance: The Principal Small Cap Fund belongs to the Equity category of Principal Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Principal Small Cap Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹513Cr
1Y Returns78.3%

Principal Midcap Fund Direct Growth

Fund Performance: The Principal Midcap Fund belongs to the Equity category of Principal Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Principal Midcap Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹450Cr
1Y Returns49.1%

Principal Large Cap Fund Direct Growth

Fund Performance: The Principal Large Cap Fund has given 5.9% annualized returns in the past three years and 8.85% in the last 5 years. The Principal Large Cap Fund belongs to the Equity category of Principal Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Principal Large Cap Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹534Cr
1Y Returns29.6%

Principal Govt Sec Fund Direct Growth

Fund Performance: The Principal Govt Sec Fund belongs to the Debt category of Principal Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹5,000
AUM₹12Cr
1Y Returns15.1%

Principal Bank CD Plan Direct Growth

Fund Performance: The Principal Bank CD Plan Fund belongs to the Debt category of Principal Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹5,000
AUM₹74Cr
1Y Returns8.3%

Principal Index Fund Midcap Direct Growth

Fund Performance: The Principal Index Fund belongs to the Equity category of Principal Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹5,000
AUM₹3Cr
1Y Returns7.5%

Principal Credit Risk Fund Direct Growth

Fund Performance: The Principal Credit Risk Fund has given 6.62% annualized returns in the past three years and 7.44% in the last 5 years. The Principal Credit Risk Fund belongs to the Debt category of Principal Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹2,00,000
AUM₹14Cr
1Y Returns12.3%

Principal Personal Tax Saver Fund Direct

Fund Performance: The Principal Personal Tax Saver Fund has given 17.87% annualized returns in the past three years and 14.84% in the last 5 years. The Principal Personal Tax Saver Fund belongs to the Equity category of Principal Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹500
AUM₹333Cr
1Y Returns36.1%

Principal Corporate Bond Fund Direct Growth

Fund Performance: The Principal Corporate Bond Fund has given 7.04% annualized returns in the past three years and 7.86% in the last 5 years. The Principal Corporate Bond Fund belongs to the Debt category of Principal Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹5,000
AUM₹18Cr
1Y Returns8.8%

Principal Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: The Principal Retirement Savings Fund has given 4.96% annualized returns in the past three years and 7.82% in the last 5 years. The Principal Retirement Savings Fund belongs to the Solution Oriented category of Principal Mutual Funds.

Minimum Investment Amount:

Min Investment Amt₹5,000
AUM₹1Cr
1Y Returns11.6%

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