mid capVery high risk

Principal Emerging Bluechip Fund - Direct Plan - 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 2 Jan 2013.

Latest price per unit

₹197.96

▲ 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

₹1.39 L

▲ ₹39.2k gain · 39.2% / year

Invested 3 years ago

₹1.86 L

▲ ₹86.2k gain · 23.0% / year

Invested 5 years ago

₹2.52 L

▲ ₹1.52 L gain · 20.3% / 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

-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 year39.20%

CAGR — 3 years23.02%

CAGR — 5 years20.28%

CAGR — since launch21.46%

Volatility — 1 year (annualised)15.50%

Volatility — 3 years (annualised)20.53%

Max drawdown — 1 year-9.20%

Max drawdown — 3 years-36.11%

Sharpe ratio — 1 year (rf=6%)1.80

Sharpe ratio — 3 years (rf=6%)0.74

Fund info

Fund house: Principal Mutual Fund
Category: Equity Scheme - Large & Mid Cap Fund
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119441
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.