Principal Mutual Fund - Latest Mutual fund Schemes, Statement, Nav, Performance & Returns 2024

Principal Mutual Fund

The operations of Principal Mutual Fund is based on the motto of providing clarity and integrity to investors. The fund house intends to offer a wide range of investment options ... Read more

  • Tax Savings
  • Equity
  • Index
  • Debt
  • Hybrid
  • Metals
Exit Load
  • Yes
  • No
  • Very High Risk
  • High Risk
  • Moderately High Risk
  • Moderate Risk
  • Low to Moderate Risk
  • Low Risk

Key Information

AuditorsS. R. BATLIBOI & Co
CustodiansSBI-SG Global Securities Services Private Limited
AddressPrincipal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing, Mumbai 400 051
Fax Nos.+91 22 67720512
Telephone Nos.+91 22 67720555

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Key information of Principal Mutual Fund

AMC NamePrincipal Mutual Fund
Year of incorporation1994
ChairmanMr Mukund Chitale
CIOMr Rajat Jain
AUMRs 7,768.23 crore
TrusteePrincipal Trustee Company Private Limited (formerly IDBI-PRINCIPAL Trustee Company Limited)
SponsorsPrincipal Financial Services Inc
Phone No.022 67720555
AddressExchange Plaza, 'B' wing, Ground Floor, NSE Building,Bandra Kurla Complex, Bandra (East), Mumbai – 400051

How to invest in fund plans offered by Principal Mutual Fund?

  • Log on to this page
  • Select Principal Mutual Fund from the list of the fund houses using the filter
  • Choose the mutual fund scheme that you would like to invest in, and click on the 'invest now' button against it
  • You then have to select the amount you plan to invest, and the mode as One Time or Monthly SIP
  • You will then have to enter the relevant details such as email ID, mobile number and complete the transaction

Prerequisites to invest in Principal mutual funds via ClearTax

  • You are required to complete your KYC (Know Your Customer) verification before investing in mutual funds.
  • This could be done by logging on to the website of a KRA (KYC Registration Agency) and creating an account.
  • You should fill the KYC registration form with information such as your name, email ID, mobile number, and so on.
  • You will be asked to upload your identity proof such as a self-attested PAN card and address proof such as passport, Voter ID, driving license along with passport size photographs at the KRA (KYC Registration Agency).
  • You must show the originals during the IPV (In-Person Verification).

Leading fund managers in Principal Mutual Fund

1) Ravi Gopalakrishnan

Mr Ravi possesses experience of over 25 years in the research and asset management field. He has worked for numerous fund houses in the past, Canara Robeco, Fun F&C AMC, and Prameria AMC, to name a few.

Mr Ravi has managed various large-cap, multi-cap, and small-cap funds. He comes with a vast knowledge of fund management and research. He is an MBA graduate and also holds an M.S degree in Finance (Investments).

2) Bekxy Kuriakose

Bekxy Kuriakose possesses an experience of over 18 years in research, dealing and fund management. She is serving as Head – Fixed Income for the Principal fund house.

In her previous roles, Bekxy Kuriakose served as the Asst Vice President at the L&T fund house, Fund Manager at the Reliance Life Insurance and SBI Mutual Fund. She holds a PGDM from the Indian Institute of Management, Bangalore."