Principal Emerging Bluechip Fund(G)

95.62 0.29 (0.30%) NAV as on 16-Aug-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-3.620.64-12.986.9713.1023.34
Category Avg4.030.87-5.1311.3113.1012.84
Category Best6.855.811.6717.7223.5224.32
Category Worst1.57-5.28-16.576.107.18-6.23
SENSEX-0.124.30-0.8310.007.43-
NIFTY-1.863.02-2.968.537.23-

* 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
2019-0.16NANA3.04
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)51.3912-Jul-100.4212.7518.0919.68
Sundaram Large and Mid Cap Fund(G)32.9228-Feb-07-5.8611.0311.6610.02
LIC MF Large & Midcap Fund-Reg(G)14.4125-Feb-15-5.69.96-8.52
Invesco India Growth Opp Fund(G)32.8313-Aug-07-6.159.6511.3510.39
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]17.0340
Semi Standard Deviation [%]0.5055
Beta [%]0.8941
Sharp Ratio [%]-0.4088
R-Square [%]0.8725
Expense Ratio [%]2.1000
AVG Ratio [%]0.0003
Other Ratios
Jenson Ratio [%]-0.0557
Treynor Ratio [%]-0.0825
Turnover Ratio [%]0.6500
FAMA Ratio [%]-0.0605
SORTINO Ratio [%]-0.1289

Return Calculator

MARKET STATS As on 16/08/2019 As on 16/08/2019

11047.80 (0.17) 37350.33 (0.10)

TOP GAINERS

Company Price Change Gain (%)
MPS Infotecnics0.100.05100.00
Neulands Global Inds0.200.0533.33

TOP LOSERS

Company Price Change Loss (%)
Uttam Value Steels0.05-0.05-50.00
Tijaria Polypipe10.65-2.20-17.12

Portfolio Comparison

MUTUAL FUND ACTIVITY