Principal Balanced Advantage Fund Direct Monthly Dividend Payout (0P0000XVCX) - Performance

19.23900 INR

0.1012

0.53%

Last update Jun 25, 9:15 AM IST

Main market

Previous close

19.13780

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Principal Balanced Advantage Fund Direct Mont...

19.24

0.10

0.53%

Performance

Trailing returns

Period	Return	Category	Rank
ytd	0.008	0	40
1 month	0.028	0	20
3 months	0.033	0	11
1 year	0.096	0	25
3 years	0.126	0	38
5 years	0.127	0	67
10 years	0.089	0	—

Annual total returns

Year	Return	Category
2025	—	—
2024	0.142	—
2023	0.157	—
2022	0.073	—
2021	0.113	—
2020	0.120	—
2019	0.015	—
2018	0.036	—
2017	0.145	—
2016	0.057	—
2015	0.044	—
2014	0.351	—
2013	—	—

Quarterly total returns

Year	Q1	Q2	Q3	Q4
2025	-0.019	—	—	—
2024	0.038	0.067	0.064	-0.029
2023	-0.027	0.070	0.035	0.074
2022	0.007	-0.045	0.079	0.034
2021	0.017	0.042	0.040	0.010
2020	-0.080	0.098	0.048	0.059
2019	0.017	-0.013	-0.001	0.012
2018	-0.009	0.023	0.014	0.007
2017	0.059	0.036	0.012	0.031
2016	-0.011	0.045	0.046	-0.022
2015	0.026	0.003	0.001	0.012
2014	0.098	0.144	0.033	0.041
2013	0.001	0.020	0.105	—

Load adjusted returns

Year	Return
1 year	0.086
3 years	0.126
5 years	0.127
10 years	0.089