mid capVery high risk

Principal Emerging Bluechip Fund - Growth Option

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From Principal Mutual Fund. It's been running since 17 Nov 2008.

Latest price per unit

₹181.29

▲ 0.03% today

As of 30 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.38 L

▲ ₹37.7k gain · 37.7% / year

Invested 3 years ago

₹1.80 L

▲ ₹79.9k gain · 21.6% / year

Invested 5 years ago

₹2.38 L

▲ ₹1.38 L gain · 18.9% / 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

20.5%

The value swings roughly 21% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-40.74%

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 year37.68%

CAGR — 3 years21.62%

CAGR — 5 years18.95%

CAGR — since launch24.43%

Volatility — 1 year (annualised)15.50%

Volatility — 3 years (annualised)20.53%

Max drawdown — 1 year-9.37%

Max drawdown — 3 years-36.17%

Sharpe ratio — 1 year (rf=6%)1.72

Sharpe ratio — 3 years (rf=6%)0.68

Fund info

Fund house: Principal Mutual Fund
Category: Equity Scheme - Large & Mid Cap Fund
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111381
First price on record: 17 Nov 2008 · 3,225 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.