Principal Focused Multicap Fund(G)

64.33 0.15 (0.23%) NAV as on 18-Jun-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return2.883.745.1011.719.7814.66
Category Avg5.432.85-2.7612.079.787.77
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX2.507.439.8413.619.11-
NIFTY2.007.188.2612.699.12-

* 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
2019NANANA2.51
20183.460.281.87-6.52
20174.952.748.8912.24
20168.688.27-7.01-5.13
2015-1.34-2.160.773.39
201417.414.786.159.83

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-1.2423-22.12
201731.79132132.06
20163.8111179.39
20150.571017-0.6
201443.43101651.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Axis Focused 25 Fund(G)28.1105-Jul-121.5915.914.1815.98
IIFL Focused Equity Fund-Reg(G)16.4730-Oct-1410.8114.43-11.36
JM Core 11 Fund(G)8.9005-Mar-083.3414.4212.29-1.03
Sundaram Select Focus(G)181.5131-Jul-026.9614.059.5118.72
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]15.3680
Semi Standard Deviation [%]0.4720
Beta [%]0.9068
Sharp Ratio [%]0.0466
R-Square [%]0.9427
Expense Ratio [%]2.6000
AVG Ratio [%]0.0420
Other Ratios
Jenson Ratio [%]-0.0164
Treynor Ratio [%]0.0034
Turnover Ratio [%]0.7700
FAMA Ratio [%]-0.0091
SORTINO Ratio [%]0.0064

Return Calculator

MARKET STATS As on 19/06/2019 As on 19/06/2019

11651.80 (-0.34) 39084.75 (0.10)

TOP GAINERS

Company Price Change Gain (%)
Uttam Value Steels0.100.05100.00
MVL0.200.0533.33

TOP LOSERS

Company Price Change Loss (%)
Jain Irrigation Sys19.95-7.45-27.19
FCS Software Soltns.0.15-0.05-25.00

Portfolio Comparison

MUTUAL FUND ACTIVITY