debtLow risk

Principal Ultra Short Term Fund- Direct Plan -Growth Option

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Principal Mutual Fund. It's been running since 1 Jan 2013.

Latest price per unit

₹2,320.0599

▲ 0.01% 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

₹1.04 L

▲ ₹3.5k gain · 3.5% / year

Invested 3 years ago

₹1.17 L

▲ ₹16.6k gain · 5.3% / year

Invested 5 years ago

₹1.27 L

▲ ₹27.4k gain · 5.0% / 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

0.4%

The value swings roughly 0% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-5.31%

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 year3.51%

CAGR — 3 years5.26%

CAGR — 5 years4.97%

CAGR — since launch6.78%

Volatility — 1 year (annualised)0.17%

Volatility — 3 years (annualised)0.40%

Max drawdown — 1 year-0.01%

Max drawdown — 3 years-0.35%

Sharpe ratio — 1 year (rf=6%)-13.84

Sharpe ratio — 3 years (rf=6%)-1.67

Fund info

Fund house: Principal Mutual Fund
Category: Debt Scheme - Ultra Short Duration Fund
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119474
First price on record: 1 Jan 2013 · 2,241 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.