multi capVery high risk

Principal Multi Cap Growth Fund-Direct Plan - Growth 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

₹256.09

▲ 0.42% 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

₹1.46 L

▲ ₹46.1k gain · 46.1% / year

Invested 3 years ago

₹1.78 L

▲ ₹77.8k gain · 21.1% / year

Invested 5 years ago

₹2.45 L

▲ ₹1.45 L gain · 19.6% / 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

20.9%

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

Worst drop ever

-38.67%

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 year46.06%

CAGR — 3 years21.15%

CAGR — 5 years19.63%

CAGR — since launch17.81%

Volatility — 1 year (annualised)15.39%

Volatility — 3 years (annualised)20.94%

Max drawdown — 1 year-7.48%

Max drawdown — 3 years-36.63%

Sharpe ratio — 1 year (rf=6%)2.13

Sharpe ratio — 3 years (rf=6%)0.64

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: 119452
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.