otherVery high risk

Principal Junior Cap Fnd -Dividend Option

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

₹16.79

▲ 0.00% today

As of 14 Aug 2009 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.25 L

▲ ₹24.8k gain · 24.8% / year

Invested 3 years ago

₹1.41 L

▲ ₹41.2k gain · 12.2% / 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

33.8%

The value swings roughly 34% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-72.31%

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 year24.76%

CAGR — 3 years12.19%

CAGR — 5 years—

CAGR — since launch5.59%

Volatility — 1 year (annualised)41.34%

Volatility — 3 years (annualised)33.76%

Max drawdown — 1 year-48.82%

Max drawdown — 3 years-72.31%

Sharpe ratio — 1 year (rf=6%)0.42

Sharpe ratio — 3 years (rf=6%)0.17

Fund info

Fund house: PRINCIPAL Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 103058
First price on record: 3 Apr 2006 · 829 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.