hybridHigh risk
Principal Hybrid Equity Fund- Direct Plan - Growth Option
Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Principal Mutual Fund. It's been running since 2 Jan 2013.
Latest price per unit
₹122.40
▼ 0.03% today
As of 30 Dec 2021 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.26 L
▲ ₹26.0k gain · 26.0% / year
Invested 3 years ago
₹1.54 L
▲ ₹53.8k gain · 15.4% / year
Invested 5 years ago
₹2.11 L
▲ ₹1.11 L gain · 16.1% / 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
15.7%
The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-27.67%
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 year26.00%
CAGR — 3 years15.42%
CAGR — 5 years16.10%
CAGR — since launch15.08%
Volatility — 1 year (annualised)11.87%
Volatility — 3 years (annualised)15.65%
Max drawdown — 1 year-7.66%
Max drawdown — 3 years-27.67%
Sharpe ratio — 1 year (rf=6%)1.49
Sharpe ratio — 3 years (rf=6%)0.55
Fund info
- Fund house
- Principal Mutual Fund
- Category
- Hybrid Scheme - Aggressive Hybrid Fund
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 119484
- 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.