otherHigh risk

Principal Retirement Savings Fund - Progressive Plan - Direct Sub-Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From Principal Mutual Fund. It's been running since 15 Dec 2015.

Latest price per unit

₹16.0857

▲ 0.91% today

As of 24 Dec 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.14 L

▲ ₹14.2k gain · 14.2% / year

Invested 3 years ago

₹1.15 L

▲ ₹15.1k gain · 4.8% / year

Invested 5 years ago

₹1.59 L

▲ ₹58.6k gain · 9.7% / 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

18.3%

The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-34.89%

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 year14.17%

CAGR — 3 years4.81%

CAGR — 5 years9.66%

CAGR — since launch9.89%

Volatility — 1 year (annualised)28.44%

Volatility — 3 years (annualised)18.32%

Max drawdown — 1 year-34.89%

Max drawdown — 3 years-34.89%

Sharpe ratio — 1 year (rf=6%)0.26

Sharpe ratio — 3 years (rf=6%)-0.07

Fund info

Fund house: Principal Mutual Fund
Category: Solution Oriented Scheme - Retirement Fund
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 135749
First price on record: 15 Dec 2015 · 1,226 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.