otherLow risk

Principal Short Term Plan-Growth

A specialised fund. Check the scheme details for what it invests in. From PRINCIPAL Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹17.6527

▲ 0.01% today

As of 23 Sep 2010 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.05 L

▲ ₹5.3k gain · 5.3% / year

Invested 3 years ago

₹1.26 L

▲ ₹26.1k gain · 8.0% / 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

0.9%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-0.55%

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 year5.27%

CAGR — 3 years8.05%

CAGR — 5 years—

CAGR — since launch7.82%

Volatility — 1 year (annualised)0.32%

Volatility — 3 years (annualised)0.95%

Max drawdown — 1 year-0.06%

Max drawdown — 3 years-0.53%

Sharpe ratio — 1 year (rf=6%)-1.99

Sharpe ratio — 3 years (rf=6%)2.23

Fund info

Fund house: PRINCIPAL Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 101463
First price on record: 3 Apr 2006 · 1,084 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.