Principal Multi Cap Growth Fund(G)

128.40 0.71 (0.56%) NAV as on 23-Aug-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-9.14-2.77-13.436.708.3514.51
Category Avg3.941.30-5.6210.948.356.15
Category Best8.036.735.2016.5720.3022.69
Category Worst0.83-6.21-21.243.756.58-19.55
SENSEX-5.442.31-4.279.456.79-
NIFTY-7.100.35-6.507.856.48-
NIFTY500-7.98-1.45-10.966.106.71-

* 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
2019-0.44NANA3.44
2018-0.41-1.130.92-8.09
20177.244.5013.4417.00
20169.9710.62-6.44-6.50
20150.60-3.283.891.65
201425.884.876.396.34

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-8.67169270-22.12
201748.733126032.06
20166.41822349.39
20152.76108226-0.6
201449.368019451.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Parag Parikh Long Term Equity Fund-Reg(G)24.3928-May-13-3.9310.3110.9715.36
JM Multicap Fund(G)30.5023-Sep-08-6.659.149.8110.75
Kotak Standard Multicap Fund(G)33.3017-Sep-09-5.848.911.7712.85
Edelweiss Multi-Cap Fund-Reg(G)13.5804-Feb-15-8.918.81-6.95
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.3539
Semi Standard Deviation [%]0.5103
Beta [%]0.8980
Sharp Ratio [%]-0.4393
R-Square [%]0.9161
Expense Ratio [%]2.4000
AVG Ratio [%]-0.0141
Other Ratios
Jenson Ratio [%]-0.0449
Treynor Ratio [%]-0.0846
Turnover Ratio [%]0.2900
FAMA Ratio [%]-0.0556
SORTINO Ratio [%]-0.1476

Return Calculator

MARKET STATS As on 23/08/2019 As on 23/08/2019

10829.35 (0.82) 36701.16 (0.63)

TOP GAINERS

Company Price Change Gain (%)
MPS Infotecnics0.100.05100.00
Prakash Steelage0.200.0533.33

TOP LOSERS

Company Price Change Loss (%)
Neulands Global Inds0.15-0.05-25.00
Visagar Polytex0.20-0.05-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY