Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
1/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
small capDirect
Principal Small Cap Fund - Direct Plan- Income Distribution CUM Capital Withdrawal Option
3Y ago—
5Y ago—
Every metric, side-by-side
marks the winner per row.
| Metric | Principal Small Cap Fund - Dire… |
|---|---|
| Fund house | Principal Mutual Fund |
| Category | Equity Scheme - Small Cap Fund |
| Plan | Direct |
| Latest NAV | ₹25.73 |
| Assets managed (AUM) | — |
| 1M return | 3.50% |
| 6M return | 25.82% |
| 1Y return | 76.11% |
| 3Y CAGR | — |
| 5Y CAGR | — |
| Since inception CAGR | 43.55% |
| Bumpiness · 3Y (annualised σ) | 20.70 |
| Worst drop ever | -36.43% |
| Sharpe · 3Y (rf=6%) | 1.49 |