mid capVery high risk

Principal Emerging Bluechip Fund - Direct Plan - Half Yearly Income Distribution CUM Capital Withdrawal 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 2 Jan 2013.

Latest price per unit

₹136.79

▲ 0.04% 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

₹1.29 L

▲ ₹29.4k gain · 29.4% / year

Invested 3 years ago

₹1.69 L

▲ ₹69.0k gain · 19.1% / year

Invested 5 years ago

₹2.29 L

▲ ₹1.29 L gain · 18.0% / 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

21.0%

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

Worst drop ever

-36.11%

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 year29.39%

CAGR — 3 years19.12%

CAGR — 5 years17.98%

CAGR — since launch20.15%

Volatility — 1 year (annualised)17.15%

Volatility — 3 years (annualised)21.00%

Max drawdown — 1 year-12.54%

Max drawdown — 3 years-36.11%

Sharpe ratio — 1 year (rf=6%)1.19

Sharpe ratio — 3 years (rf=6%)0.56

Fund info

Fund house: Principal Mutual Fund
Category: Equity Scheme - Large & Mid Cap Fund
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119440
First price on record: 2 Jan 2013 · 2,211 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.