Principal Large Cap Fund - Regular growth

Category: Equity: Large Cap
Launch Date: 19-10-2020
Asset Class: Equity
Benchmark: NIFTY 100 TRI
Expense Ratio: 2.39% As on (28-02-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 400.44 Cr As on (31-03-2021)
Turn over:
NAV as on 16-04-2021

12.16

0.06 (0.4934%)

CAGR Since Inception

21.48%

NIFTY 100 TRI 17.54%

PERFORMANCE of Principal Large Cap Fund - Regular growth

Scheme Performance (%) Data as on - 16-04-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Principal Large Cap Fund - Regular growth - - - - 21.48
NIFTY 100 TRI 62.15 11.89 14.63 11.37 17.54
Equity: Large Cap 54.1 9.91 12.46 11.0 13.57

Yearly Performance (%)

Nav Movement

Fund Managers

Anirvan Sarkar,Sudhir Kedia

Investment Objective

The scheme seeks to achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives.

RETURNS CALCULATOR for Principal Large Cap Fund - Regular growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Principal Large Cap Fund - Regular growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Principal Large Cap Fund - Regular growth - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Principal Large Cap Fund - Regular growth

Period
Data as on - 16-04-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Principal Large Cap Fund - Regular growth 19-10-2020 0.0 0.0 0.0 0.0 0.0
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 62.57 13.86 9.9 12.55 13.31
Kotak Bluechip Fund - Growth 29-12-1998 62.23 14.52 11.78 13.12 11.56
Franklin India Bluechip Fund-Growth 01-12-1993 59.97 11.23 9.83 11.06 10.37
Tata Large Cap Fund Regular Plan - Growth 07-05-1998 59.42 11.03 9.41 11.43 10.76
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 58.83 10.72 9.06 12.12 11.97
UTI - Master Share-Growth Option 18-10-1986 58.81 13.7 11.37 13.31 11.26
ICICI Prudential Bluechip Fund - Growth 05-05-2008 57.51 11.52 9.86 13.68 12.11
Mirae Asset Large Cap Fund - Growth Plan 15-04-2008 57.48 11.83 11.6 15.41 14.51
Essel Large Cap Equity Fund - Growth Option 28-09-2011 57.31 10.37 8.35 11.62 0.0

PORTFOLIO ANALYSIS of Principal Large Cap Fund - Regular growth

Asset Allocation (%)