Principal Mutual Fund


AMC Setup Date: 25 November, 1994| AMC Incorporation Date: 20 November, 1991| AMC Type: Pvt. Sector - Joint Venture ( Foreign)

Asset Under Management Details

AUM Market Share of Principal Mutual Fund

Principal Mutual Fund Schemes

Number of Schemes: 11 | Number of Schemes Options: 80

Principal Mutual Fund Schemes

Scheme Name Current NAV Scheme Category 1 Year Return% Quarterly Average Asset Under Management (AUM) ₹ Cr.
Principal Hybrid Equity Fund - Growth 75.71 Balanced Funds - Equity 1.0667%
Principal Multi Cap Growth Fund - Growth 140.81 Equity - Multi-cap 0.3556%
Principal Tax Savings Fund 206.18 Equity - ELSS -0.0097%
Principal Personal Tax Saver Fund 193.21 Equity - ELSS 0.1345%
Principal Cash Management Fund - Growth 1,679.85 Liquid Funds -1.9787%
Principal Dividend Yield Fund - Growth 52.66 Equity - Dividend Yield 1.4195%
Principal Short Term Debt Fund - Growth 30.05 Income - Short Term -1.8340%
Principal Ultra Short Term Fund - Growth 2,017.53 Ultra Short Term Plans 1.3033%
Principal Global Opportunities Fund - Growth 28.64 Equity - FOF Overseas -5.9426%
Principal Arbitrage Fund - Growth 11.08 Arbitrage Funds - Equity -1.2772%
Principal Small Cap Fund - Regular Plan - Growth 10.10 Equity - Small-cap 1.2000%

Key Information

Key Persons and Designations

Associate Director  Mr. Rajan Ghotgalkar

Chief Investment Officer  Mr. Rajat Jain

Chief Financial Officer  Mr. Ritesh Jain

Head - Human Resources  Mr. Manish Verma

Head - Operations Control, Risk & Compliance  Mr. Sudhinchandra Padhye

Chief Technology Officer  Mr. Harish Balakrishna

National Head - Bancassurance  Mr. Jorge Redon

Head - Equity  Mr. P.V.K.Mohan

Independent Director  Mr. Rustam Gagrat

Senior Fund Manager - Fixed Income  Mr. Pankaj Jain

Head - Customer Services  Mr. Hariharan Iyer

Chairman (Independent Director)  Mr. M.M. Chitale

Managing Director (Associate Director)  Mr. Rajan Ghotgalkar

Independent Director  Mr. Rustam J. Gagrat

Independent Director  Mr.Ashok Vij

Associate Director  Mr. P.K. Chokkra

Senior Fund Manager ��� Fixed Income  Mr. Pankaj Jain

Head- Fixed Income  Ms. Bekxy Kuriakose

Associate Director  Mr. Vinod Kumar Kathuria

Associate Director  Mr. P K Acharya

Associate Director  Ms. Vibha Aren

Managing Director  Mr. Lalit Vij

Head - Compliance  Ms. Richa Parasrampuria

Associate Director  Mr. Himanshu Joshi

National Sales Head  Mr. Karan Singh

Dealer - Fixed Income  Mr. Aashish Khubchandani

National Head - Retail Sales  Mr. Gaurav Goyal

National Head - Corporate Sales  Mr. Suren Kochhar

Head-Fund Accounting  Mr. Ragesh Renganathan

Alternate Director  Mr. Kim Thean Soo

Associate Director  Mr. Debadatta Chand

Sponsor Name

Principal Financial Services Inc.

Trustee Name

Principal Trustee Company Private Limited

AMC Contact Details

Address: Exchange Plaza, Ground Floor, B Wing, NSE Building,
Bandra Kurla Complex, Bandra(East)
Mumbai - 400 051

Tel: +91 (22) 67720555

Fax: +91 (22) 67720512



Registrars and Transfer Agents

Computer Age Management Services Private Limited

178 / 10, Kodambakkam High Road,
Opp. Palmgroove Hotel, M.G.R. Salai, Nungambakkam,
Chennai - 600 034