otherHigh risk

Principal Retail Equity Savings Fund - Direct Plan - Growth Option

A specialised fund. Check the scheme details for what it invests in. From PRINCIPAL Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit

₹85.45

▲ 0.65% today

As of 28 Feb 2014 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.03 L

▲ ₹2.6k gain · 2.6% / 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

13.8%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-17.27%

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 year2.57%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch-3.90%

Volatility — 1 year (annualised)14.19%

Volatility — 3 years (annualised)13.83%

Max drawdown — 1 year-16.13%

Max drawdown — 3 years-17.27%

Sharpe ratio — 1 year (rf=6%)-0.24

Sharpe ratio — 3 years (rf=6%)-0.72

Fund info

Fund house: PRINCIPAL Mutual Fund
Category: Income
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119434
First price on record: 2 Jan 2013 · 289 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.