mid capVery high risk

Principal Midcap Fund - Direct Plan - Income Distribution CUM Capital Withdrawal Option

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From Principal Mutual Fund. It's been running since 31 Dec 2019.

Latest price per unit

₹18.39

▲ 0.11% 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

₹1.47 L

▲ ₹46.6k gain · 46.6% / 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

22.5%

The value swings roughly 23% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-34.48%

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 year46.57%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch35.50%

Volatility — 1 year (annualised)16.57%

Volatility — 3 years (annualised)22.53%

Max drawdown — 1 year-9.58%

Max drawdown — 3 years-34.48%

Sharpe ratio — 1 year (rf=6%)2.00

Sharpe ratio — 3 years (rf=6%)1.11

Fund info

Fund house: Principal Mutual Fund
Category: Equity Scheme - Mid Cap Fund
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 147780
First price on record: 31 Dec 2019 · 496 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.