Principal Emerging Bluechip Fund(G)

103.21 0.75 (0.73%) NAV as on 25-Jun-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return2.003.56-2.2014.0515.6424.58
Category Avg4.030.87-5.1311.3115.6412.84
Category Best6.855.811.6717.7223.5224.32
Category Worst1.57-5.28-16.576.107.18-6.23
SENSEX4.3011.1811.1814.329.27-
NIFTY3.8910.629.6113.409.28-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
2019NANANA3.04
20180.63-3.710.47-8.56
20174.776.9212.1118.74
201611.8412.75-7.02-5.20
2015-0.13-1.901.936.14
201427.4010.3914.8011.60

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-10.99192270-22.12
201749.132626032.06
201611.15212349.39
2015671226-0.6
201480.182019451.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mirae Asset Emerging Bluechip-Reg(G)54.0712-Jul-1012.0318.3420.4520.71
Sundaram Large and Mid Cap Fund(G)34.6628-Feb-075.515.512.8110.61
Canara Rob Emerg Equities Fund-Reg(G)94.0015-Mar-051.8315.4917.3116.97
LIC MF Large & Midcap Fund-Reg(G)14.9125-Feb-154.1915.35-9.66
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.8391
Semi Standard Deviation [%]0.4736
Beta [%]0.8973
Sharp Ratio [%]-0.1285
R-Square [%]0.8541
Expense Ratio [%]1.9300
AVG Ratio [%]0.0469
Other Ratios
Jenson Ratio [%]-0.0495
Treynor Ratio [%]-0.0287
Turnover Ratio [%]0.6200
FAMA Ratio [%]-0.0427
SORTINO Ratio [%]-0.0478

Return Calculator

MARKET STATS As on 26/06/2019 As on 26/06/2019

11823.80 (0.23) 39504.80 (0.18)

TOP GAINERS

Company Price Change Gain (%)
BSL34.205.7020.00
LGB Forge3.700.6019.35

TOP LOSERS

Company Price Change Loss (%)
KSS0.10-0.05-33.33
Nagarjuna Oil0.25-0.05-16.67

Portfolio Comparison

MUTUAL FUND ACTIVITY