Principal Hybrid Equity Fund(G)

59.78 -0.97 (-1.60%) NAV as on 03-Apr-20

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-22.79-18.28-23.23-1.753.349.24
Category Avg-24.01-19.71-20.79-3.823.344.41
Category Best6.846.316.0515.2214.9019.30
Category Worst-0.75-3.35-16.156.547.14-0.80

* 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
2020NANANA-18.92
2019-2.09-2.823.693.52
20181.510.230.61-3.82
20176.625.528.7811.36
20168.568.70-3.31-3.47
20150.34-1.412.471.66

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20192.143035NA
2018-1.541535NA
201736.3228NA
201610.14427NA
20153.051025NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Canara Rob Equity Hybrid Fund-Reg(G)137.8230-Mar-93-131.523.9410.13
Sundaram Equity Hybrid Fund(G)74.4423-Jun-00-17.35-0.352.4910.66
Mirae Asset Hybrid Equity Fund-Reg(G)11.8629-Jul-15-19.64-0.57-3.71
DSP Equity & Bond Fund-Reg(G)128.5931-May-99-15.13-0.873.4913.02
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]23.6863
Semi Standard Deviation [%]0.1038
Beta [%]0.3581
Sharp Ratio [%]-0.4650
R-Square [%]0.0500
Expense Ratio [%]2.0700
AVG Ratio [%]0.0317
Other Ratios
Jenson Ratio [%]-0.1182
Treynor Ratio [%]-0.3191
Turnover Ratio [%]1.3500
FAMA Ratio [%]-0.1757
SORTINO Ratio [%]-0.1193

Return Calculator

MARKET STATS As on 03/04/2020 As on 03/04/2020

8083.80 (-2.06) 27590.95 (-2.39)

TOP GAINERS

Company Price Change Gain (%)
Uttam Value Steels0.100.05100.00
Blue Chip India0.100.05100.00

TOP LOSERS

Company Price Change Loss (%)
Visagar Polytex0.15-0.05-25.00
FCS Software Soltns.0.15-0.05-25.00

Portfolio Comparison

MUTUAL FUND ACTIVITY