otherHigh risk

Principal Services Industries Fund-DIVIDEND

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

₹10.86

▲ 0.09% today

As of 10 Aug 2012 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹94.0k

▼ ₹6.0k loss · -6.0% / year

Invested 3 years ago

₹92.7k

▼ ₹7.3k loss · -2.5% / year

Invested 5 years ago

₹85.9k

▼ ₹14.1k loss · -3.0% / 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

18.4%

The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-64.98%

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 year-6.04%

CAGR — 3 years-2.48%

CAGR — 5 years-2.99%

CAGR — since launch-0.09%

Volatility — 1 year (annualised)18.72%

Volatility — 3 years (annualised)18.42%

Max drawdown — 1 year-15.53%

Max drawdown — 3 years-33.17%

Sharpe ratio — 1 year (rf=6%)-0.66

Sharpe ratio — 3 years (rf=6%)-0.46

Fund info

Fund house: PRINCIPAL Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 103453
First price on record: 3 Apr 2006 · 1,570 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.