hybridHigh risk
Principal Hybrid Equity Fund-Direct Plan - Monthly Income Distribution CUM Capital Withdrawal 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
₹41.24
▼ 0.02% today
As of 30 Dec 2021 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹1.18 L
▲ ₹17.7k gain · 17.7% / year
Invested 3 years ago
₹1.39 L
▲ ₹39.1k gain · 11.6% / year
Invested 5 years ago
₹1.56 L
▲ ₹55.9k gain · 9.3% / 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
15.8%
The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-35.24%
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 year17.67%
CAGR — 3 years11.63%
CAGR — 5 years9.28%
CAGR — since launch10.00%
Volatility — 1 year (annualised)12.44%
Volatility — 3 years (annualised)15.81%
Max drawdown — 1 year-8.71%
Max drawdown — 3 years-27.77%
Sharpe ratio — 1 year (rf=6%)0.86
Sharpe ratio — 3 years (rf=6%)0.33
Fund info
- Fund house
- Principal Mutual Fund
- Category
- Hybrid Scheme - Aggressive Hybrid Fund
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 119485
- 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.