Principal Multi Cap Growth Fund(G)

142.93 1.13 (0.80%) NAV as on 26-Jun-19

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return1.504.851.7514.6111.7415.30
Category Avg3.941.30-5.6210.9411.746.15
Category Best8.036.735.2016.5720.3022.69
Category Worst0.83-6.21-21.243.756.58-19.55
SENSEX3.5511.0611.5614.479.58-
NIFTY3.1710.4210.0113.579.60-
NIFTY5001.797.094.8912.649.81-

* 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
2019NANANA3.44
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 (%)
HDFC Equity Fund(G)702.0202-Jan-9517.6116.3811.1818.95
Canara Rob Equity Diver Fund-Reg(G)137.1218-Sep-039.6915.6610.8818.04
Edelweiss Multi-Cap Fund-Reg(G)14.8504-Feb-155.6515.37-9.41
Kotak Standard Multicap Fund(G)36.3917-Sep-0910.0815.2815.3514.1
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.1972
Semi Standard Deviation [%]0.4730
Beta [%]0.9070
Sharp Ratio [%]-0.0385
R-Square [%]0.8960
Expense Ratio [%]2.1800
AVG Ratio [%]0.0484
Other Ratios
Jenson Ratio [%]-0.0356
Treynor Ratio [%]-0.0114
Turnover Ratio [%]0.2800
FAMA Ratio [%]-0.0263
SORTINO Ratio [%]-0.0216

Return Calculator

MARKET STATS As on 27/06/2019 As on 27/06/2019

11844.70 (-0.02) 39670.77 (0.20)

TOP GAINERS

Company Price Change Gain (%)
Uttam Value Steels0.100.05100.00
Rajshree Sugars&Chem25.504.2520.00

TOP LOSERS

Company Price Change Loss (%)
3P Land Holdings8.80-2.65-23.14
Splendid Metal Prod.0.35-0.05-12.50

Portfolio Comparison

MUTUAL FUND ACTIVITY