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AMFI market data · AMC portfolio disclosures

Fund house · Oct–Dec 2021

Principal Mutual Fund

PRINCIPAL Series ended Oct–Dec 2021Acquired by Sundaram Mutual Fund; schemes merged in 2022. Average AUM Apr–Jun 2010 – Oct–Dec 2021

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Principal in Balanced Advantage / Dynamic Asset Allocation

Category family: Balanced Advantage / Dynamic Asset Allocation · quarterly average AUM

Whole fund house →
296 Craverage AUM · Oct–Dec 2021 0.2%share of the category #24of 27 fund houses 3.1%of this fund house’s assets
QuarterAverage AUMShare of categoryPosition
Oct–Dec 2021296 Cr0.18%24 of 27
Jul–Sep 2021245 Cr0.19%21 of 24
Apr–Jun 2021199 Cr0.17%21 of 24
Jan–Mar 2021176 Cr0.17%22 of 24
Oct–Dec 2020145 Cr0.16%21 of 23
Jul–Sep 2020142 Cr0.16%20 of 23
Apr–Jun 2020137 Cr0.17%20 of 23
Jan–Mar 2020166 Cr0.18%19 of 23
Oct–Dec 2019201 Cr0.21%18 of 22
Jul–Sep 2019211 Cr0.23%18 of 21
Apr–Jun 2019218 Cr0.23%18 of 20

Assets, not flows. Back to Balanced Advantage / Dynamic Asset Allocation →

Average AUM · Oct–Dec 2021 9,547 Cr AAUM change on the quarter +6.9%, incl. market movement
Market share 0.25% +0.02 pp on a year ago
Rank 25of 43 24 a year ago
Share change · quarter +0.00 pp Previous quarter 0.25%
Direct plans 14.3% of non-ETF average assets

Official AMC-level net-flow data is not available from the validated source. AUM movement includes both investor flows and market movement. Every figure on this page is an asset figure.

Average AUM and market share

47 quarters · AMFI fund-wise average AUM

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Where its assets are

Category families · Oct–Dec 2021

Category familyAverage AUMShare of this AMCShare of categoryRank in category
Large & Mid CapEquity · position over time 3,224 Cr 33.8% 3.1% 12 of 28
Aggressive & Balanced HybridHybrid · position over time 1,104 Cr 11.6% 0.8% 16 of 34
ELSS (Tax Saver)Equity · position over time 954 Cr 10.0% 0.6% 18 of 38
Multi CapEquity · position over time 876 Cr 9.2% 2.3% 10 of 16
FocusedEquity · position over time 694 Cr 7.3% 0.7% 19 of 26
Large CapEquity · position over time 548 Cr 5.7% 0.2% 21 of 33
Small CapEquity · position over time 513 Cr 5.4% 0.5% 21 of 24
Mid CapEquity · position over time 462 Cr 4.8% 0.3% 22 of 28
Balanced Advantage / Dynamic Asset AllocationHybrid · position over time 296 Cr 3.1% 0.2% 24 of 27
Dividend YieldEquity · position over time 240 Cr 2.5% 2.5% 7 of 8
LiquidDebt · position over time 174 Cr 1.8% 0.0% 35 of 39
Equity SavingsHybrid · position over time 121 Cr 1.3% 0.7% 20 of 23
Ultra Short TermDebt · position over time 114 Cr 1.2% 0.1% 24 of 28
Short TermDebt · position over time 102 Cr 1.1% 0.1% 23 of 27
Ultra Short to Short TermDebt · position over time 59.81 Cr 0.6% 0.0% 23 of 24
Fund of Funds investing overseasFof Overseas · position over time 38.37 Cr 0.4% 0.2% 16 of 17
Index fundsPassive · position over time 21.30 Cr 0.2% 0.1% 20 of 21
ArbitrageHybrid · position over time 7.61 Cr 0.1% 0.0% 26 of 26

By AMFI’s current scheme category. “Share of category” is this fund house’s part of the whole industry’s average AUM in that category family; top-three positions are highlighted.

Asset-class mix

Share of this fund house’s average AUM

QuarterEquityDebtHybridPassive
Oct–Dec 202178.7%4.7%16.0%0.2%
Jul–Sep 202177.7%5.5%16.1%0.3%
Apr–Jun 202176.4%6.3%16.6%0.3%
Jan–Mar 202174.1%8.0%17.2%0.3%
Oct–Dec 202072.1%8.6%18.7%0.3%
Jul–Sep 202069.2%9.5%20.7%0.3%
Apr–Jun 202067.3%9.7%22.4%0.3%
Jan–Mar 202066.7%9.3%23.4%0.3%
Oct–Dec 201963.5%9.6%26.4%0.3%
Jul–Sep 201961.5%10.7%27.3%0.2%
Apr–Jun 201959.6%12.4%27.5%0.2%
Jan–Mar 201956.8%15.4%27.2%0.2%
Oct–Dec 201855.6%16.9%26.9%0.2%
Jul–Sep 201848.5%27.9%23.1%0.2%
Apr–Jun 201848.5%30.1%20.8%0.2%
Jan–Mar 201847.6%34.1%17.8%0.3%
Oct–Dec 201748.0%38.4%13.0%0.3%
Jul–Sep 201747.9%42.4%9.0%0.3%
Apr–Jun 201747.3%45.3%6.7%0.3%
Jan–Mar 201741.4%52.6%5.3%0.3%

This fund house’s monthly portfolios are not in the holdings dataset, so no disclosed equity holdings are shown.