debtModerate risk

Principal Credit Risk Fund - Regular Plan - Monthly Dividend 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

₹1,237.0968

▲ 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

₹1.05 L

▲ ₹4.9k gain · 4.9% / year

Invested 3 years ago

₹99.7k

▼ ₹299 loss · -0.1% / year

Invested 5 years ago

₹99.9k

▼ ₹124 loss · -0.0% / 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

8.8%

The value swings roughly 9% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-8.93%

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 year4.89%

CAGR — 3 years-0.10%

CAGR — 5 years-0.02%

CAGR — since launch39.52%

Volatility — 1 year (annualised)12.98%

Volatility — 3 years (annualised)8.82%

Max drawdown — 1 year-6.41%

Max drawdown — 3 years-8.19%

Sharpe ratio — 1 year (rf=6%)-0.08

Sharpe ratio — 3 years (rf=6%)-0.69

Fund info

Fund house: Principal Mutual Fund
Category: Debt Scheme - Credit Risk Fund
Plan: Regular
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 102732
First price on record: 1 Apr 2006 · 3,707 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.