indexVery high risk

Principal Nifty 100 Equal Weight Fund-Growth

Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market. From Principal Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹107.8205

▼ 0.29% today

As of 30 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.30 L

▲ ₹30.5k gain · 30.5% / year

Invested 3 years ago

₹1.53 L

▲ ₹53.4k gain · 15.3% / year

Invested 5 years ago

₹1.91 L

▲ ₹90.7k gain · 13.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

20.7%

The value swings roughly 21% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-60.15%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year30.49%

CAGR — 3 years15.32%

CAGR — 5 years13.78%

CAGR — since launch9.59%

Volatility — 1 year (annualised)15.46%

Volatility — 3 years (annualised)20.73%

Max drawdown — 1 year-10.75%

Max drawdown — 3 years-38.13%

Sharpe ratio — 1 year (rf=6%)1.37

Sharpe ratio — 3 years (rf=6%)0.41

Fund info

Fund house: Principal Mutual Fund
Category: Other Scheme - Index Funds
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 100153
First price on record: 3 Apr 2006 · 3,874 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.