PRINCIPAL
Principal Pnb Fixed Maturity Plan 91 Days - Series XVIII - Institutional Plan - Growth Option
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.00% | +6.99% | -6.99 | 387 / 763 | Q3 |
| 1W | -2.29% | +6.38% | -8.67 | 529 / 722 | Q3 |
| 2W | -1.89% | +6.63% | -8.52 | 504 / 725 | Q3 |
| 1M | -1.38% | +6.29% | -7.67 | 495 / 752 | Q3 |
| 3M | -0.04% | +7.87% | -7.91 | 438 / 728 | Q3 |
| 6M | — | — | — | — | — |
| YTD | — | — | — | — | — |
| 1Y | — | — | — | — | — |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | -0.04% | -3.28% | +3.24 | 490 / 797 | Q3 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2008 YTD | — | — | — | — |
Recent NAVs
| Date | NAV |
|---|---|
| 8 Dec 2008 | ₹10.0000 |
| 5 Dec 2008 | ₹10.2688 |
| 4 Dec 2008 | ₹10.2619 |
| 3 Dec 2008 | ₹10.2586 |
| 2 Dec 2008 | ₹10.2554 |
| 1 Dec 2008 | ₹10.2343 |
| 28 Nov 2008 | ₹10.2078 |
| 26 Nov 2008 | ₹10.2015 |
| 25 Nov 2008 | ₹10.1958 |
| 24 Nov 2008 | ₹10.1931 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.