large capHigh risk

Principal Large Cap Fund - Direct Growth

Invests in India's largest listed companies (top 100 by size). Generally steadier than mid or small cap funds, but slower growing. From Principal Mutual Fund. It's been running since 20 Oct 2020.

Latest price per unit

₹14.81

▼ 0.13% 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

₹1.27 L

▲ ₹27.0k gain · 27.0% / 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

13.6%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-7.99%

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 year27.04%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch38.84%

Volatility — 1 year (annualised)13.57%

Volatility — 3 years (annualised)13.60%

Max drawdown — 1 year-7.99%

Max drawdown — 3 years-7.99%

Sharpe ratio — 1 year (rf=6%)1.36

Sharpe ratio — 3 years (rf=6%)2.03

Fund info

Fund house: Principal Mutual Fund
Category: Equity Scheme - Large Cap Fund
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 148524
First price on record: 20 Oct 2020 · 295 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.