debtModerate risk

Principal Credit Risk Fund - Regular Plan - Growth Option

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Principal Mutual Fund. It's been running since 1 Apr 2006.

Latest price per unit

₹3,105.3182

▲ 0.04% today

As of 4 Sep 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.11 L

▲ ₹11.5k gain · 11.5% / year

Invested 3 years ago

₹1.18 L

▲ ₹18.3k gain · 5.8% / year

Invested 5 years ago

₹1.39 L

▲ ₹39.1k gain · 6.8% / 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

8.0%

The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-8.11%

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 year11.48%

CAGR — 3 years5.77%

CAGR — 5 years6.83%

CAGR — since launch47.98%

Volatility — 1 year (annualised)11.50%

Volatility — 3 years (annualised)7.98%

Max drawdown — 1 year-6.41%

Max drawdown — 3 years-8.11%

Sharpe ratio — 1 year (rf=6%)0.46

Sharpe ratio — 3 years (rf=6%)-0.02

Fund info

Fund house: Principal Mutual Fund
Category: Debt Scheme - Credit Risk Fund
Plan: Regular
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 102729
First price on record: 1 Apr 2006 · 4,054 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.