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Principal Mutual Fund

Established in 1979, Principal Financial Group, for now, is a member of the Fortune 500 and has more than $ 666.6 billion in assets under management (dated June 30, 2018). The moment of its inception, Principal has been helping companies and people globally to build, protect, and advance their financial well-being, with its asset management expertise and retirement. Apparently, Principal Financial Group serves over 22 million customers with a strength of more than 14,000 employees globally.  

Principal Mutual Fund offer products that provide a mix-mixture of short-term – Mid-term to long-term financial growth. Guided by trust, knowledge, and integrity, the team applies researchbased and disciplined approach to design investment tools for suiting different income levels and portfolios. Their products can help you generate income, save tax, and most importantly Grow your Money.  

Best 5 Principal Mutual Funds

Principal Multi Cap - Direct Growth

Mutual Fund 5 Star

Returns 3Y: 13.04%

Principal Tax Saving Fund - Direct Growth

Returns 3Y: 12%

Principal Hybrid Equity Fund - Direct Growth

Returns 3Y: 12.5%

Principal Emerging Bluechip Fund

Returns 3Y: 13.15%

Principal Focused Multicap Fund - Growth

Returns 3Y: 12.17%

  • Past Performance Is No Guarantee of Future Results

Investment Philosophy by the Principal MUTUAL FUND: 

The team ensures that the total returns from your investment perfectly compensate the fund for the interest rate risk, the liquidity risk, and the credit risk. At every level, the team of Principal mutual fund takes care of their clients. Also, the fund analysts and managers actively monitor companies just to identify those with attractive relative valuations and improving fundamentals.  

  • The team serves more than 5 lakh customers 
  • Working with more than 20,000 empaneled distributors globally 

How to invest in Principal Mutual Fund with Gulaq

Investing in Principal Mutual Fund is not a bad idea; and with Gulaq the process is simplified with just a few clicks. The investor can filter her requirements in accordance with goals, returns, risks, and horizons. Once sorted, the investor can hop on to Gulaq and start investing. Precisely, a digital platform. Also, KYC with Gulaq is FREE.  

Best Principal Fund Managers

Look at the versatile fund manager of Principal mutual fund 

Dhimant Shah (Sr. Fund Manager – Equity): Mr. Shah has over 20 years of experience in the stock market. Before this, he worked as fund manager in HSBC Asset Management Pvt Ltd. Also, he has worked with Reliance Capital Asset Management, IL&FS Asset Management Co. Pvt Ltd and ASK Raymond James Securities Pvt Ltd. Shan is B.Com graduate and holds an ACA.  

Pankaj Jain (Sr. Fund Manager – Fixed): With more than 14 years of experience Mr. Jain is taking care of Fixed Income. Previously, he has worked with Edelweiss Mutual Fund and Taurus Mutual Fund. He has done graduation in mechanical engineering and holds a PGDM from IIM Bangalore.  

Gurvinder Singh Wasan (Fund Manager): Mr. Wasan is a fund manager at Principal Mutual Fund and has more than 14 years’ experience in Fixed Income markets, structured finance, and credit analysis. Before this, he worked with ICICI Bank Limited, and CRISIL Limited and holds a post-graduate degree in Commerce and is CA and FCA as well.  

Siddharth Mohta (Associate Fund Manager): Mr. Mohta has been with Principal Mutual Fund since 2009. With more than 14 years of experience in Finance and Stock Markets in his kitty. Previously, he worked as an analyst in Adventity Global Services, Polaris Software Ltd, and ICRA Management Consulting. Mr. Mohta is a B.com and PGDM in Finance and Certified Financial Risk Management.  

Bekxy Kuriakose (Head – Fixed Income): With more than 18 years of experience in researching, dealing, and fund management, Ms. Kuriakose has worked as Asst. Vice President with L&T Mutual Fund ; as Fund Manager with SBI Mutual Fund and Reliance Life Insurance. She holds a degree in Economics Hons, and a PGDM from IIM Bangalore.  

P.V.K Mohan (Head- Equity): Mr. Mohan has spent more than 25 years in fund management, and equity research. Before this, he was associated with DSP BlackRock Mutual Fund, IL&FS Mutual Fund, and ICICI Prudential Mutual Fund. He is a B.Tech and holds a PGDM.

List of Documents Required

To invest in mutual fund in Principal, take care of the following documents: 

Proofs required to be KYC compliant-  

Identity proof 

  • PAN Card along with the latest photograph. 
  • Any one amongst Passport, Aadhar card, Driving license, or Voter ID. 

Address proof 

  • Unique Identification Number (Aadhaar Card) 
  • Passport 
  • Driving License 
  • Voters Identity Card 
  • Bank Account Statement/Passbook 

Non-residents 

They need to submit a copy of their passport and permanent and overseas address along with a copy of their PAN card. 

Frequently Asked Questions

Principal Mutual Fund

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Principal Mutual Fund

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Start Investing in Principal Mutual Fund with Gulaq

Investment Ready in 30 Seconds.

Gulaq provides you the simplest and an easiest way to invest. It has no commission, no account fees, no hidden charges as well as you can be investment ready in less than 30 seconds. Our platforms provide the most user-friendly experience.

Attention Investor
Investments in Mutual fund & Securities Market are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund or designing a portfolio that suits your needs. Terms and conditions of the website are applicable.

Gulaq Registered Office
Estee Financial Services Pvt. Ltd. (hereinafter referred to as “EFSPL”), 7th Floor, Block 1, Vatika Business Park, Sohna Road, Sector 49, Gurugram, Haryana 122001.
CIN: U51909HR2012PTC054035

Registration Detail 
Estee Advisors Pvt Limited (hereinafter referred to as “EAPL”) is registered with the Securities and Exchange Board of India as Stock Broker with registration number INZ000170130 and registered with BSE Star with code 24408 for mutual fund transaction facility.ECPL and EAPL are group companies and EAPL is authorized to provide its services to the Users on the Gulaq website/app under a license agreement with ECPL

Complaints & Grievances 
In case of any grievances/ complaints please write to us [email protected]

 

Mutual fund investments are subject to market risks, read all scheme documents carefully.

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