systematic investment plan (sip) returns · super sip is a package of facilities offered along with...

Particulars Total Amount Invested (in `)

Scheme’s Returns Scheme’s Benchmark (S&P BSE 250 Large Midcap - TRI)

Additional Benchmark (Nifty 50 - TRI)

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

1 Year SIP 1,20,000 17.35 1,30,999 9.75 1,26,245 8.52 1,25,4663 Years SIP 3,60,000 9.37 4,14,504 7.84 4,05,302 9.32 4,14,2405 Years SIP 6,00,000 10.05 7,72,786 10.04 7,72,505 10.54 7,82,1897 Years SIP 8,40,000 11.66 12,72,557 11.67 12,73,248 11.26 12,54,47110 Years SIP 12,00,000 11.59 21,92,370 11.69 22,03,981 11.16 21,42,811Since Inception SIP 17,00,000 12.10 42,68,940 11.57 40,95,047 11.07 39,33,422

SCHEMES MANAGED BY MR. RAVI GOPALAKRISHNAN

Date of InceptionNov 11, 2005

*#

*SIP Top-up. #Any Day SIP

Systematic Investment Plan (SIP) Returns (As on January 31, 2020)

Different plans shall have a different expense structure. Returns shown above are for Regular Plan - Growth option. Past performance may or may not be sustained in the future.The returns shown above are calculated using XIRR approach (CAGR Returns) assuming investment of `10,000/- on the 1st business day of every month. XIRR helps in calculating return on investments given an initial and final value and a seriesof cash inflows and outflows with the correct allowance for the time impact of the transactions. Load is not taken into consideration for computation of performance.For performance of all schemes, Investors are advised to refer ‘Returns’ section on annexure page.Disclaimer: The above investment simulation is for illustrative purposes only and should not be construed as a promise on minimum returns and safeguard of capital. The AMC / Mutual Fund is not guaranteeing or promising or forecasting anyreturns. SIP does not assure a profit or guarantee protection against a loss in a declining market.Mr. Rajat Jain manages Principal Nifty 100 EqualWeight Fund (w.e.f. August 2015)Mr. Ravi Gopalakrishnan manages Principal Emerging Bluechip Fund, Principal Focused Multicap Fund and Principal Dividend Yield Fund (w.e.f. October 2019)*Since performance data for Nifty Dividend Opportunities 50 Index is not available, SIP performance since inception period is not provided.

Super SIP is a package of facilities offered along with Systematic Investment Plan (SIP)to help investors plan better with flexibilities and does not guarantee any assured returns on investments.

Mutual Fund

Date of InceptionOct 15, 2004


Scheme’s ReturnsScheme’s Benchmark

(Nifty Dividend Opportunities 50 Index - TRI)


Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

1 Year SIP 1,20,000 10.19 1,26,523 -4.31 1,17,180 8.52 1,25,4663 Years SIP 3,60,000 5.98 3,94,194 1.47 3,68,237 9.32 4,14,2405 Years SIP 6,00,000 9.71 7,66,151 6.47 7,06,609 10.54 7,82,1897 Years SIP 8,40,000 11.51 12,65,598 7.92 11,13,586 11.26 12,54,47110 Years SIP 12,00,000 11.21 21,48,994 8.79 18,89,808 11.16 21,42,811

Since Inception SIP 18,30,000 10.99 45,15,022 NA* NA* 11.71 48,07,615

An open-ended equity scheme predominantlyinvesting in dividend yielding stocks

DividendYield Fund

Date of InceptionNov 12, 2008


Scheme’s ReturnsScheme’s Benchmark (NIFTYLarge Midcap 250 Index - TRI)

Additional Benchmark(Nifty 50 - TRI)

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

1 Year SIP 1,20,000 20.11 1,32,696 12.70 1,28,097 8.52 1,25,4663 Years SIP 3,60,000 6.77 3,98,860 6.61 3,97,963 9.32 4,14,2405 Years SIP 6,00,000 10.51 7,81,588 9.78 7,67,509 10.54 7,82,1897 Years SIP 8,40,000 15.98 14,84,841 12.68 13,19,858 11.26 12,54,47110 Years SIP 12,00,000 16.81 28,99,298 12.79 23,37,427 11.16 21,42,811Since Inception SIP 13,40,000 17.93 38,89,352 13.50 29,66,675 11.63 26,49,111

An open-ended equity scheme investing inmaximum 30 multi cap stocks

FocusedMulticap Fund

Formely known as Principal Large Cap Fund (w.e.f. May 10, 2018)

An open-ended equity scheme investing in bothlarge cap and mid cap stocks

EmergingBluechip Fund

SCHEME MANAGED BY MR. RAJAT JAIN


Scheme’s Returns Scheme’s Benchmark (Nifty 100 Equal Weight - TRI)~


Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

1 Year SIP 1,20,000 3.99 1,22,578 4.40 1,22,837 8.52 1,25,4663 Years SIP 3,60,000 1.70 3,69,524 1.41 3,67,853 9.32 4,14,2405 Years SIP 6,00,000 4.50 6,72,443 5.38 6,87,408 10.54 7,82,1897 Years SIP 8,40,000 6.36 10,53,018 8.56 11,39,038 11.26 12,54,47110 Years SIP 12,00,000 7.35 17,52,226 9.55 19,67,547 11.16 21,42,811Since Inception SIP 24,60,000 10.69 83,33,762 NA@ NA@ 13.97 1,25,55,183

Formely known as Principal Index Fund - Nifty(w.e.f. May 10, 2018)

Date of InceptionJul 27, 1999

An open-ended scheme replicating/tracking Nifty100 Equal Weight Index

Nifty 100 EqualWeight Fund


Different plans shall have a different expense structure. Returns shown above are for Regular Plan - Growth option. Past performance may or may not be sustained in the future.The returns shown above are calculated using XIRR approach (CAGR Returns) assuming investment of `10,000/- on the 1st business day of every month. XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows with the correct allowance for the time impact of the transactions. Load is not taken into consideration for computation of performance.For performance of all schemes, Investors are advised to refer ‘Returns’ section on annexure page.Disclaimer: The above investment simulation is for illustrative purposes only and should not be construed as a promise on minimum returns and safeguard of capital. The AMC / Mutual Fund is not guaranteeing or promising or forecasting any returns. SIP does not assure a profit or guarantee protection against a loss in a declining market.Mr. Ravi Gopalakrishnan manages Principal Balanced Advantage Fund - Equity Portion, Mr. Gurvinder Singh Wasan manages Principal Equity Savings Fund - Debt portion (w.e.f. May 2019). Ms. Bekxy Kuriakose manages Principal Hybrid Equity Fund - Debt Portion (w.e.f. Mar 2016) and Principal Balanced Advantage Fund - Debt Portion (w.e.f. January 01, 2018)Mr. Ravi Gopalakrishnan manage Principal Hybrid Equity Fund - Equity Portion, Mr. Bekxy Kuriakose - Debt Portion and Mr. Ashish Aggrawal - Associate Fund Manager (w.e.f. October 2019)Mr. Sudhir Kedia manages Principal Personal Tax Saver Fund, Principal Tax Savings Fund and Principal Equity Savings Fund (Equity Portion) (w.e.f. October 2019)*Fresh sale of units i.e. by way of purchase/ Switch-ins and registration of fresh SIP arrangement under the Scheme is suspended till further notice with effect from June 10, 2018, fresh allotment of units in Principal Personal Tax saver Fund even in case of SIPs registered prior to close of business hours of March 31, 2017 is suspended. Mr. Ravi Gopalakrishnan manages Principal Multi Cap Growth Fund (w.e.f. July 2019) & Mr. Siddarth Mohta has been appointed as a Associate Fund Manager of Principal Multi Cap Growth Fund (w.e.f. August 2018). #The equity component of CRISIL Hybrid 35+65 - Aggressive Index is represented by total returns variant of S&P BSE 200^Since performance data for Nifty 50 Index is not available, SIP perfromance since inception period is not provided. @Since performance data for Nifty 100 EqualWeight Index is not available, SIP performance since inception period is not provided. **Since TRI data is not available for the period 31-03-1996 to 26-11-1998 for Nifty 500 Index, SIP performance for since inception period is not provided.~Since performance data for Nifty 100 Equal Weight Index is not available, SIP performance since inception period is not provided. Performance of Principal Small Cap Fund & Principal Midcap Fund is not given as the scheme has not completed 1 year.



(50% Nifty 100 TRI + 35% Crisil Short Term Bond Index + 15%

Nifty Arbitrage)


Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

1 Year SIP 1,20,000 2.01 1,21,302 8.61 1,25,522 8.52 1,25,4663 Years SIP 3,60,000 2.85 3,76,040 8.18 4,07,331 9.32 4,14,2405 Years SIP 6,00,000 4.41 6,70,779 8.97 7,52,082 10.54 7,82,1897 Years SIP 8,40,000 6.72 10,66,916 9.71 11,87,144 11.26 12,54,471Since Inception SIP 10,90,000 8.07 15,88,084 10.05 17,44,872 11.50 18,69,763


Scheme’s ReturnsScheme’s Benchmark (CRISIL Hybrid 35+65 -

Aggressive Index)#


Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

1 Year SIP 1,20,000 4.08 1,22,632 9.76 1,26,250 8.52 1,25,4663 Years SIP 3,60,000 3.91 3,82,124 8.32 4,08,145 9.32 4,14,2405 Years SIP 6,00,000 8.25 7,38,722 9.58 7,63,771 10.54 7,82,1897 Years SIP 8,40,000 10.70 12,29,518 10.73 12,30,895 11.26 12,54,47110 Years SIP 12,00,000 11.26 21,54,751 10.72 20,93,592 11.16 21,42,811Since Inception SIP 24,00,000 12.83 1,00,33,528 9.94 71,17,789 14.07 1,16,56,346

Formely known as Principal SMART Equity Fund (w.e.f. June 04, 2018)

Formely known as Principal Balanced Fund (w.e.f. June11, 2018)

Date of InceptionDec 16, 2010

Date of InceptionJan 14, 2000

An open-ended hybrid scheme investing predominantlyin equity and equity related instruments

HybridEquity Fund

An open-ended dynamic asset allocation fund

BalancedAdvantage Fund

Date of InceptionMar 31, 1996


Scheme’s Returns Scheme’s Benchmark (Nifty 500 Index - TRI) **

Additional Benchmark (Nifty 50 - TRI)^

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

1 Year SIP 1,20,000 5.34 1,23,443 9.53 1,26,106 8.52 1,25,4663 Years SIP 3,60,000 2.33 3,73,073 6.87 3,99,500 9.32 4,14,2405 Years SIP 6,00,000 7.38 7,22,899 9.38 7,59,917 10.54 7,82,1897 Years SIP 8,40,000 11.09 12,47,021 11.24 12,53,482 11.26 12,54,47110 Years SIP 12,00,000 12.33 22,80,425 11.26 21,54,669 11.16 21,42,811Since Inception SIP 27,90,000 16.13 2,54,18,168 Not Available

Date of Inception

Mar 31, 1996


Scheme’s Returns Scheme’s Benchmark (Nifty 500 Index - TRI)**

Additional Benchmark (Nifty 50 - TRI)^

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

1 Year SIP 1,20,000 5.08 1,23,274 9.53 1,26,106 8.52 1,25,4663 Years SIP 3,60,000 1.43 3,68,012 6.87 3,99,500 9.32 4,14,2405 Years SIP 6,00,000 4.47 6,71,857 9.38 7,59,917 10.54 7,82,1897 Years SIP 8,40,000 7.49 10,96,356 11.24 12,53,482 11.26 12,54,47110 Years SIP 12,00,000 8.53 18,64,671 11.26 21,54,669 11.16 21,42,811Since Inception SIP 28,50,000 16.48 2,88,67,627 Not Available

SCHEMES MANAGED BY MR. SUDHIR KEDIA

An open-ended equity linked saving scheme

Personal TaxSaver Fund*

An open-ended equity linked saving scheme witha statutory lock in of 3 years and tax benefit

Tax SavingsFund

Date of InceptionMay 23, 2002



(30% Nifty 50 - TRI + 70% CRISIL Liquid Fund Index )

Additional Benchmark (CRISIL 10 year Gilt

Index)Returns Yield

(%)Market Value

(in `)Returns Yield

(%)Market Value

(in `)Returns Yield

(%)Market Value

(in `)1 Year SIP 1,20,000 4.32 1,22,790 7.14 1,24,592 8.73 1,25,600 3 Years SIP 3,60,000 4.10 3,83,245 7.85 4,05,328 7.87 4,05,435 5 Years SIP 6,00,000 5.42 6,88,047 8.27 7,39,015 7.38 7,22,739 7 Years SIP 8,40,000 5.99 10,39,211 8.71 11,45,133 7.65 11,02,822 10 Years SIP 12,00,000 6.19 16,49,306 8.92 19,03,025 7.41 17,57,839 Since Inception SIP 21,20,000 6.86 40,45,863 9.45 52,43,589 6.69 39,77,155

SCHEME MANAGED BY MR. SUDHIR KEDIA & GURVINDER SINGH WASAN

An open-ended scheme investing in equity,arbitrage and debt

EquitySavings Fund

SCHEME MANAGED BY MR. RAVI GOPALAKRISHNAN & MS. BEKXY KURIAKOSE

SCHEME MANAGED BY MR. ASHISH AGGARWAL , MS. BEKXY KURIAKOSE & MR. RAVI GOPALAKRISHNAN

Date of InceptionOct 25, 2000


Scheme’s Returns Scheme’s Benchmark (Nifty 500 Index - TRI)


Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

1 Year SIP 1,20,000 8.46 1,25,429 9.53 1,26,106 8.52 1,25,4663 Years SIP 3,60,000 3.75 3,81,228 6.87 3,99,500 9.32 4,14,2405 Years SIP 6,00,000 8.36 7,40,799 9.38 7,59,917 10.54 7,82,1897 Years SIP 8,40,000 11.81 12,79,421 11.24 12,53,482 11.26 12,54,47110 Years SIP 12,00,000 12.73 23,30,443 11.26 21,54,669 11.16 21,42,811Since Inception SIP 23,10,000 14.36 1,10,15,231 14.98 1,18,42,679 14.26 1,08,85,759

SCHEMES MANAGED BY MR. RAVI GOPALAKRISHNAN & MR. SIDDARTH MOHTA

An open-ended equity scheme investing acrosslarge cap, mid cap, small cap stocks

MulticapGrowth Fund


Different plans shall have a different expense structure. Returns shown above are for Regular Plan - Growth option. Past performance may or may not be sustained in the future.The returns shown above are calculated using XIRR approach (CAGR Returns) assuming investment of ̀ 10,000/- on the 1st business day of every month. XIRR helps in calculating return on investments given an initial and final value and a series of cash inflows and outflows with the correct allowance for the time impact of the transactions. Load is not taken into consideration for computation of performance.For performance of all schemes, Investors are advised to refer ‘Returns’ section on annexure page.Disclaimer: ** Please Refer Page No. 23 of SID on which the concept of Macaulay’s Duration has been explained.



(CRISIL Short-Term Bond Fund Index)

Additional Benchmark (CRISIL 10 Year Gilt Index)

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

Returns Yield (%)

Market Value (in `)

1 Year SIP 1,20,000 0.13 1,20,086 9.49 1,26,074 8.65 1,25,543 3 Years SIP 3,60,000 2.02 3,71,330 8.38 4,08,504 7.85 4,05,335 5 Years SIP 6,00,000 3.83 6,61,163 8.11 7,36,112 7.37 7,22,639 7 Years SIP 8,40,000 5.07 10,05,686 8.32 11,29,279 7.65 11,02,731 10 Years SIP 12,00,000 6.15 16,45,535 8.41 18,52,265 7.41 17,57,821 Since Inception SIP 20,00,000 6.98 37,08,502 7.97 40,65,896 6.75 36,28,977

Formely known as Principal Short Term Income Fund (w.e.f. May 18, 2018)

Date of InceptionMay 09, 2003

SCHEME MANAGED BY MR. GURVINDER SINGH WASAN

An open-ended short term debt scheme investing ininstruments such that the Macaulay duration of theportfolio is between 1 year and 3 years**

Short TermDebt Fund

Annexure for returns of all the schemes (As on January 31, 2020)

Scheme Name 1 YearCAGR (%)

3 YearsCAGR (%)

5 YearsCAGR (%)

Since Inception CAGR (%)

Date of Inception

FUNDS MANAGED BY MR. RAVI GOPALAKRISHNAN (TOTAL SCHEMES MANAGED : 9 SCHEMES)Principal Emerging Bluechip Fund 15.50 11.03 10.67 24.06

12-11-2008NIFTY Large Midcap 250 Index - TRI 11.22 11.62 9.11 17.38Principal Focused Multicap Fund 15.47 11.58 7.60 14.61

11-11-2005S&P BSE 250 Large Midcap - TRI 11.29 12.33 8.26 12.97Principal Dividend Yield Fund 8.75 11.55 8.27 11.79

15-10-2004Nifty Dividend Opportunities 50 - TRI 0.64 7.55 5.69 NAPrincipal Multi Cap Growth Fund 7.30 10.02 8.18 14.88

25-10-2000Nifty 500 Index - TRI 10.83 11.53 7.86 15.35Principal Balanced Advantage Fund (Equity Portion) 1.76 4.98 4.41 8.34

16-12-201050% Nifty 100 TRI Index + 35% CRISIL Short Term Bond Index + 15% Nifty Arbitrage Index 10.34 9.88 7.98 9.15

Principal Retirement Savings Fund(Conservative Plan) 3.13 4.16 NA 5.64

14-12-201530% Nifty 50 - TRI + 70% CRISIL Liquid Fund Index 8.42 9.02 NA 9.00Principal Retirement Savings Fund(Progressive Plan) 5.21 7.11 NA 8.26

14-12-2015Nifty 200 Full Marketcap Index TRI 10.89 12.00 NA 12.39Principal Retirement Savings Fund(Moderate Plan) 4.26 5.41 NA 6.38

14-12-2015CRISIL Hybrid 35+65 - Aggressive Index** 11.38 10.54 NA 11.39Principal Hybrid Equity Fund (Equity Portion) 3.44 9.79 8.53 10.73

14-01-2000CRISIL Hybrid 35+65 - Aggressive Index** 11.38 10.54 8.39 NA

FUNDS MANAGED BY MR. GURVINDER SINGH WASAN (TOTAL SCHEME MANAGED : 3 SCHEMES)Principal Short Term Debt Fund -1.54 3.23 5.37 7.09

09-05-2003CRISIL Short Term Bond Fund Index 9.92 7.45 8.13 7.31Principal Credit Risk Fund -0.28 4.39 6.15 7.05

14-09-2004NIFTY Credit Risk Bond Index 9.40 7.78 8.65 8.77Principal Equity Savings Fund (Debt Portion) 5.25 5.94 5.48 7.65

23-05-200230% Nifty 50 - TRI + 70% CRISIL Liquid Fund Index 8.42 9.02 7.62 10.20

FUNDS MANAGED BY MR. RAJAT JAIN (TOTAL SCHEMES MANAGED : 3 SCHEMES)Principal Nifty 100 Equal Weight Fund 6.58 6.54 3.39 10.05 27-07-1999Nifty 100 Equal Weight - TRI 7.38 5.84 5.56 NAPrincipal Arbitrage Fund 3.85 2.64 NA 3.32 21-04-2016Nifty 50 Arbitrage Index 6.62 5.27 NA 5.46Principal Global Opportunities Fund 17.65 11.24 7.75 7.67 29-03-2004MSCI All Country World Small Cap Index - TRI 11.69 10.34 11.11 12.24

FUNDS MANAGED BY MS. BEKXY KURIAKOSE (TOTAL SCHEMES MANAGED : 6 SCHEMES)Principal Hybrid Equity Fund (Debt Portion) 3.44 9.79 8.53 10.73 14-01-2000CRISIL Hybrid 35+65 - Aggressive Index** 11.38 10.54 8.39 NAPrincipal Dynamic Bond Fund -1.90 2.06 4.80 6.81 09-05-2003CRISIL Composite Bond Fund Index 11.33 6.92 8.32 6.89Principal Balanced Advantage Fund (Debt Portion) 1.76 4.98 4.41 8.34

16-12-201050% Nifty 100 TRI Index + 35% CRISIL Short Term Bond Index + 15% Nifty Arbitrage Index 10.34 9.88 7.98 9.15

Principal Cash Management Fund 5.99 3.57 5.31 6.84 30-08-2004CRISIL Liquid Fund Index 6.68 7.01 7.31 7.13Principal Low Duration Fund -10.53 0.57 3.67 6.40

14-09-2004CRISIL Low Duration Debt Index 8.57 7.67 8.18 7.58Principal Ultra Short Term Fund 6.28 4.55 6.05 6.27

28-12-2007Nifty Ultra Short Duration Debt Index 7.60 7.56 7.83 8.49

FUNDS MANAGED BY MR. SIDDARTH MOHTA (TOTAL SCHEMES MANAGED : 1 SCHEME)Principal Multi Cap Growth Fund 7.30 10.02 8.18 14.88

25-10-2000Nifty 500 Index - TRI 10.83 11.53 7.86 15.35

FUNDS MANAGED BY MR. ASHISH AGGARWAL (TOTAL SCHEMES MANAGED : 1 SCHEME)Principal Hybrid Equity Fund (Equity Portion) 3.44 9.79 8.53 10.73

14-01-2000CRISIL Hybrid 35+65 - Aggressive Index** 11.38 10.54 8.39 NA

FUNDS MANAGED BY MR. SUDHIR KEDIA (TOTAL SCHEMES MANAGED : 3 SCHEME)Principal Personal Tax Saver Fund 4.93 5.75 4.09 18.53

31-03-1996Nifty 500 Index - TRI$ 10.83 11.53 7.86 13.28Principal Tax Savings Fund 5.36 9.05 7.57 15.55

31-03-1996Nifty 500 Index - TRI$ 10.83 11.53 7.86 13.28Principal Equity Savings Fund (Equity Portion) 5.25 5.94 5.48 7.65

23-05-200230% Nifty 50 - TRI + 70% CRISIL Liquid Fund Index 8.42 9.02 7.62 10.20Principal Arbitrage Fund was launched on 21st Apr 2016 and is yet to complete 5 years of performance.Principal Retirement Savings Fund (Conservative Plan, Progressive Plan & Moderate Plan) was launched on 14th Dec 2015 and is yet to complete 5 years of performance. Different plans shall have a different expense structure. The performance details provided herein are of Regular Plan - Growth option.Past performance may or may not be sustained in future. Returns (in %) are calculated on Compounded Annualised Basis (CAGR).Performance of the dividend option for the investors would be net of dividend distribution tax, as applicable.Mr. Ravi Gopalakrishnan manages Principal Emerging Bluechip Fund, Principal Focused Multicap Fund, and Principal Dividend Yield Fund (w.e.f. October 2019).Mr. Ravi Gopalakrishnan manages Principal Multi Cap Growth Fund, Principal Balanced Advantage Fund - Equity Portion,and Principal Retirement Savings Fund (Conservative Plan-Progressive Plan-Moderate Plan) & Principal Small Cap Fund (w.e.f. July 2019)Mr. Sudhir Kedia manages Principal Tax Savings Fund, Principal Personal Tax Saver Fund and Principal Equity Savings Fund - Equity Portion (w.e.f. October 2019)Mr. Ravi Gopalakrishnan manage Principal Hybrid Equity Fund - Equity Portion, Mr. Bekxy Kuriakose - Debt Portion and Mr. Ashish Aggrawal - Associate Fund Manager (w.e.f. October 2019)Mr. Siddarth Mohta has been appointed as a Associate Fund Manager of Principal Multi Cap Growth Fund (w.e.f. August 2018) & Principal Small Cap Fund (w.e.f. May 2019)Ms. Bekxy Kuriakose manages Principal Cash Management Fund, Principal Low Duration Fund & Principal Ultra Short Term Fund (w.e.f. May 2019)Mr. Ravi Gopalakrishnan & Mr. Sudhir Kedia manages Principal Midcap Fund (w.e.f. December 2019)Mr. Gurvinder Singh Wasan manages Principal Short Term Debt Fund (w.e.f. April 2011), Principal Credit Risk Fund and Principal Equity Savings Fund - Debt Portion (w.e.f. May, 2019)Mr. Rajat Jain manages Principal Nifty 100 Equal Weight Fund (w.e.f. August 2015), Principal Arbitrage Fund (w.e.f. April 2016) and Principal Global Opportunities Fund (w.e.f. March 2004)Ms. Bekxy Kuriakose manages Principal Hybrid Equity Fund- Debt Portion (w.e.f. Mar 2016), Principal Dynamic Bond Fund (w.e.f. January 2013), and Principal Balanced Advantage Fund -Debt Portion (w.e.f. January 01, 2018)** The equity component of CRISIL Hybrid 35+65 - Aggressive Index is represented by total returns variant of S&P BSE 200.$As TRI data is not available since inception of the scheme, benchmark performance is calculated using composite CAGR of Nifty 500 Index PRI values from date 31-03-1996 to 26-11-1998 and TRI values since 26-11-1998.Note: Performance of Principal Small Cap Fund & Principal Midcap Fund is not given as the scheme has not completed 1 year.

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systematic investment plan (sip) returns · super sip is a package of facilities offered along with...

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