multi capVery high risk

Principal Multi Cap Growth Fund - Direct Plan -Half Yearly Income Distribution CUM Capital Withdrawal Option

Legally required to hold at least 25% each in large, mid and small cap. Diversified but with a fixed structure. From Principal Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit

₹68.10

▲ 0.41% 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

₹1.36 L

▲ ₹35.7k gain · 35.7% / year

Invested 3 years ago

₹1.58 L

▲ ₹57.9k gain · 16.4% / year

Invested 5 years ago

₹1.73 L

▲ ₹72.7k gain · 11.5% / 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

21.5%

The value swings roughly 22% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-40.63%

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 year35.71%

CAGR — 3 years16.45%

CAGR — 5 years11.54%

CAGR — since launch11.03%

Volatility — 1 year (annualised)17.14%

Volatility — 3 years (annualised)21.54%

Max drawdown — 1 year-10.92%

Max drawdown — 3 years-36.64%

Sharpe ratio — 1 year (rf=6%)1.47

Sharpe ratio — 3 years (rf=6%)0.44

Fund info

Fund house: Principal Mutual Fund
Category: Equity Scheme - Multi Cap Fund
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119451
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.