How to check Principal Mutual Fund Factsheet

Principal Mutual Fund

Mutual Fund investments as you know are subject to risk but if done wisely, it also has the calibre to give unbeatable returns. If we talk about where one of the best mutual funds in this context, Principal Mutual Funds can be one. You can invest in mutual funds in the form of SIP as well as lump sum amount.

The performance of the fund is checked with Net Asset Value (NAV) which is subject to change on a daily basis. In order to help you know the detail of the fund you have invested in, Principal Mutual Fund has a monthly track record of the fund which is the factsheet.

Principal Mutual Fund factsheet is the monthly track record of the mutual fund which is accessible from its official website. The fact sheet is easy to understand and tells you the details of the fund you want to know. Mutual Fund fact sheet analysis is simple as it is the sheet that tells you the portfolio and investment profile of all the mutual fund schemes being run by the mutual fund company. The sheet includes the following points in details:

  • Fund Manager
  • Application Amount for Fresh Subscription
  • Minimum Additional Amount
  • Yield to Maturity
  • SIP
  • NAV
  • Benchmark
  • Entry Load
  • Exit Load
  • Modified Duration
  • Standard Deviation
  • Sharpe Ratio
  • Beta
  • AUM
  • Holdings
  • Nature of Scheme
  • Rating Profile

How to check the mutual fund fact sheet?

The factsheet is easy to check as it has been designed by keeping in mind the customer’s readability and understanding. So, you will find no difficulty in reading the factsheet. You can choose the month for which you want to check the factsheet. You can either download the PDF for future references or just have a look at it online every time you will need it.

How is Mutual Fund Factsheet helpful?

You must have read above that the PDF includes the most important details of the company. From the details of the fund managers to the SIP, from NAV to Exit Loan, you will get every detail that is beneficial for those who either want to start Mutual Fund investments or are already an investor and want to check the performance of their fund/s.

Having said that, if you are already an investor, you must have the idea about the benefits of the factsheet. However, if you want to invest in Mutual Fund via lump sum or in Mutual Fund SIP, you must review the factsheet. Coming to the point where you want to know which fund you should invest in, Net Asset Value (NAV) is the thing you have to look for.

It is the value of the fund that changes daily. So, you can review the factsheet and check how and which fund is performing well. For your reference, here are some of the top Mutual Fund SIP options you have at Birla Sun Life.

Principal Mutual Fund SIP Form Download

You can easily download the SIP investment form from the official website of Principal Mutual Fund. The form is in the form of PDF.

Principal Mutual Fund Schemes

Have a look at the mutual fund schemes available at Principal mutual fund where you can invest in both the form of SIP or lump sum.

Equity Funds

  • Principal Dividend Yield Fund
  • Principal Emerging Bluechip Fund
  • Principal Smart Equity Fund
  • Principal Index Fund – Midcap
  • Principal Equity Savings Fund
  • Principal Large Cap Fund
  • Principal Growth Fund
  • Principal Index Fund – Nifty
  • Principal Arbitrage Fund

ELSS Funds

  • Principal Personal Tax Saver Fund
  • Principal Tax Savings Fund

Balanced Funds

Hybrid Funds

Debt Funds

  • Principal Bank CD Fund
  • Principal Low Duration Fund
  • Principal Credit Opportunities Fund
  • Principal Government Securities Fund
  • Principal Dynamic Bond Fund
  • Principal Short Term Income Fund
  • Principal Debt Savings Fund
  • Principal Retail Money Manager Fund

Liquid Funds

Fund of Funds

  • Principal Global Opportunities Fund
  • Principal Asset Allocation Fund of Funds

Disclaimer – Mutual Funds are subject to market risks. Please read the scheme related documents carefully before investing.

Srishti Singh is a professional financial writer who has written on various financial products like personal loans, home loans, credit cards & mutual fund investment, etc. She believes in delivering best of her knowledge so as to help the readers understand the product and be aware of their financial decisions.

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