Principal Equity Savings Fund


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Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Principal Equity Savings Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 29, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Principal Equity Savings Fund Performance Analysis

Principal Equity Savings Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Principal Equity Savings Fund

Top Performing Funds in Equity Savings Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

None

4 None 5.34% 7.59% -4.23% -4.38% 0.47 0.23 0.47

Kotak Equity Savings Fund

2 The Kotak Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 16 funds. The fund has 13 KPIs that are in top quartile. The fund has 68% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Kotak Equity Savings Fund performance snapshot section. 7.69% 9.57% -10.77% -4.32% 0.51 0.22 0.53

Tata Equity Savings Fund

3 None % % -9.25% -4.32% 0.41 0.18 0.48

Uti Equity Savings Fund

1 The Uti Equity Savings Fund is a Equity Savings. In the Equity Savings category there are 16 funds. The fund has 16 KPIs that are in top quartile. The fund has 76% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Uti Equity Savings Fund performance snapshot section. 7.33% 10.33% -10.19% -4.97% 0.47 0.21 0.48

Principal Equity Savings Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 29, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Principal Equity Savings Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
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% %
% %
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% %

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Equity Savings Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Dsp Equity Savings Fund

0.20
1
0.77
10
0.57
15
1.94
14
4.34
13
5.97
4
8.27
9
6.27
8

None

0.18
2
0.75
12
0.72
12
2.77
9
6.12
4
5.34
6
7.59
12

Aditya Birla Sun Life Equity Savings Fund

0.17
3
0.86
7
0.57
14
2.58
11
5.04
10
0.52
16
7.59
11
5.93
10

Nippon India Equity Savings Fund

0.16
4
0.64
15
1.07
8
2.87
7
4.44
12
4.51
10
2.81
17
0.36
11

Kotak Equity Savings Fund

0.15
5
0.94
4
1.10
7
3.59
2
5.67
6
7.69
1
9.57
5
8.23
1

Union Equity Savings Fund

0.15
6
0.74
13
0.97
9
2.49
12
4.62
11
2.65
14
7.41
14

Franklin India Equity Savings Fund

0.14
7
0.76
11
1.24
5
3.48
4
6.03
5
5.33
7
8.79
7

Mirae Asset Equity Savings Fund

0.12
8
1.03
2
1.42
1
3.08
6
6.53
3
5.53
5
11.36
1

Axis Equity Saver Fund

0.12
9
0.88
6
1.18
6
2.69
10
5.66
7
2.02
15
8.45
8
7.97
3

Edelweiss Equity Savings Fund

0.11
10
1.05
1
1.38
4
3.39
5
5.60
8
4.53
9
9.61
4
8.10
2

Idbi Equity Savings Fund

0.10
11
0.97
3
0.86
11
2.86
8
5.39
9
5.05
8
8.07
10
6.41
7

Hdfc Equity Savings Fund

0.10
12
0.91
5
1.41
2
3.56
3
6.80
2
7.19
3
10.73
2
7.85
4

Uti Equity Savings Fund

0.05
13
0.77
9
1.41
3
3.93
1
6.89
1
7.33
2
10.33
3

Idfc Equity Savings Fund

0.04
14
0.41
16
0.70
13
1.69
16
3.93
15
3.60
12
7.58
13
6.20
9

Sbi Equity Savings Fund

0.03
15
0.78
8
-0.10
17
2.23
13
4.29
14
3.30
13
9.34
6
7.45
5

Pgim India Equity Savings Fund

0.01
16
0.33
17
0.45
16
1.83
15
2.93
16
3.60
11
7.02
15
6.75
6

Invesco India Equity Savings Fund

-0.08
17
0.67
14
0.92
10
0.98
17
2.86
17
-0.13
17
5.75
16

Tata Equity Savings Fund

L&T Equity Savings Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

-0.23
17
-1.18
19
-0.82
19
11.73
8
8.29
8

Axis Equity Saver Fund

-0.54
19
-0.70
18
0.06
17
11.87
7
8.94
6

Franklin India Equity Savings Fund

0.22
4
0.16
11
1.21
10
11.49
9

Mirae Asset Equity Savings Fund

-0.13
15
0.10
12
1.17
13
15.10
1

Baroda Equity Savings Fund

0.03
10
0.33
10
1.44
5
7.60
19

Dsp Equity Savings Fund

0.28
2
0.50
8
1.17
12
10.51
11
8.31
7

Edelweiss Equity Savings Fund

0.05
9
-0.11
15
1.18
11
12.32
6
9.38
3

Hdfc Equity Savings Fund

0.33
1
0.68
4
1.86
3
14.24
2
9.54
2

Idbi Equity Savings Fund

-0.01
12
0.08
14
0.93
14
10.13
13
7.94
9

Idfc Equity Savings Fund

0.07
8
0.45
9
1.22
9
9.94
16
7.37
12

Invesco India Equity Savings Fund

-0.30
18
-0.48
17
-0.77
18
8.31
18

Kotak Equity Savings Fund

0.26
3
1.49
1
3.01
1
11.43
10
9.08
4

Nippon India Equity Savings Fund

0.03
11
0.09
13
0.56
15
8.36
17
-1.22
13

Pgim India Equity Savings Fund

0.12
7
0.55
6
1.23
7
10.08
14
7.62
11

Sbi Equity Saving Fund

-0.01
14
0.60
5
1.22
8
12.91
4
9.64
1

Tata Equity Savings Fund

-0.01
13
0.51
7
1.45
4
10.27
12
7.83
10

Union Equity Savings Fund

-0.15
16
-0.23
16
0.45
16
10.03
15

Uti Equity Savings Fund

0.20
5
0.71
3
1.96
2
12.67
5

L&T Equity Savings Fund

0.18
6
0.77
2
1.42
6
13.38
3
8.99
5
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

-0.11
17
-0.92
19
-0.32
19
12.74
9
9.33
8

Axis Equity Saver Fund

-0.38
19
-0.38
18
0.66
17
13.37
7
10.32
4

Franklin India Equity Savings Fund

0.32
4
0.47
11
1.82
8
13.02
8

Mirae Asset Equity Savings Fund

-0.04
15
0.36
12
1.69
11
16.27
1

Baroda Equity Savings Fund

0.12
10
0.63
10
2.00
4
8.76
19

Dsp Equity Savings Fund

0.36
2
0.74
8
1.58
12
12.20
11
9.87
7

Edelweiss Equity Savings Fund

0.17
8
0.24
15
1.86
7
13.53
6
10.60
1

Hdfc Equity Savings Fund

0.41
1
0.90
4
2.29
3
15.20
2
10.43
3

Idbi Equity Savings Fund

0.08
13
0.30
13
1.42
14
11.21
14
9.12
9

Idfc Equity Savings Fund

0.17
9
0.72
9
1.74
9
11.13
15
8.49
12

Invesco India Equity Savings Fund

-0.16
18
-0.05
16
0.07
18
10.22
17

Kotak Equity Savings Fund

0.34
3
1.75
1
3.52
1
12.50
10
10.10
5

Nippon India Equity Savings Fund

0.11
11
0.29
14
0.97
15
9.28
18
-0.41
13

Pgim India Equity Savings Fund

0.21
7
0.79
6
1.70
10
11.34
13
8.85
11

Sbi Equity Saving Fund

0.03
14
0.74
7
1.48
13
13.64
4
10.46
2

Tata Equity Savings Fund

0.08
12
0.80
5
2.00
5
11.60
12
9.00
10

Union Equity Savings Fund

-0.07
16
-0.15
17
0.74
16
10.54
16

Uti Equity Savings Fund

0.26
5
0.92
3
2.38
2
13.60
5

L&T Equity Savings Fund

0.25
6
1.00
2
1.88
6
14.42
3
9.98
6
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

-8.03
16
-12.64
13
-4.23
18
9.48
16
7.52
16

Axis Equity Saver Fund

-6.91
12
-11.38
8
-3.34
14
9.08
14
7.01
13

Franklin India Equity Savings Fund

-7.82
14
-12.88
15
-2.78
9
8.68
10
6.81
11

Mirae Asset Equity Savings Fund

-5.92
8
-12.67
14
-2.84
10
9.08
13
7.04
14

None

-4.38
4
-4.23
1
-1.77
1
5.31
1
3.63
1

Dsp Equity Savings Fund

-6.72
10
-15.86
18
-3.59
16
10.23
18
8.46
18

Edelweiss Equity Savings Fund

-4.88
6
-6.08
2
-1.83
2
5.84
2
4.16
2

Hdfc Equity Savings Fund

-8.11
17
-12.28
11
-3.05
12
8.90
11
6.65
10

Idbi Equity Savings Fund

-6.01
9
-12.31
12
-2.53
7
8.94
12
6.96
12

Idfc Equity Savings Fund

-6.77
11
-12.09
10
-3.14
13
8.04
9
6.10
9

Invesco India Equity Savings Fund

-7.35
13
-8.67
3
-2.97
11
7.14
5
5.72
6

Kotak Equity Savings Fund

-4.32
2
-10.77
7
-2.04
5
7.55
8
5.84
8

Nippon India Equity Savings Fund

-12.11
19
-28.40
19
-14.82
19
11.89
19
10.10
19

Pgim India Equity Savings Fund

-4.33
3
-11.79
9
-2.02
4
7.20
6
5.81
7

Sbi Equity Savings Fund

-7.88
15
-13.64
16
-3.72
17
9.30
15
7.28
15

Tata Equity Savings Fund

-4.32
1
-9.25
4
-1.84
3
6.68
3
5.19
4

Union Equity Savings Fund

-4.66
5
-9.27
5
-2.32
6
6.85
4
5.04
3

Uti Equity Savings Fund

-4.97
7
-10.19
6
-2.55
8
7.29
7
5.43
5

L&T Equity Savings Fund

-9.27
18
-14.90
17
-3.42
15
9.56
17
7.70
17
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Savings Fund

0.30
14
0.13
14
0.33
13
0.49

Axis Equity Saver Fund

0.37
11
0.16
10
0.37
9
0.47

Franklin India Equity Savings Fund

0.29
15
0.13
16
0.31
16
0.49

Mirae Asset Equity Savings Fund

0.65
1
0.28
2
0.47
3
0.50

None

0.47
6
0.23
3
0.50
2
0.47

Dsp Equity Savings Fund

0.31
13
0.13
13
0.30
18
0.52

Edelweiss Equity Savings Fund

0.65
2
0.31
1
0.52
1
0.47

Hdfc Equity Savings Fund

0.47
7
0.21
6
0.40
6
0.47

Idbi Equity Savings Fund

0.29
16
0.13
15
0.32
15
0.50

Idfc Equity Savings Fund

0.27
17
0.12
17
0.31
17
0.53

Invesco India Equity Savings Fund

0.21
18
0.09
18
0.32
14
0.50

Kotak Equity Savings Fund

0.51
3
0.22
4
0.41
4
0.53

Nippon India Equity Savings Fund

-0.38
19
-0.11
19
-0.01
19
0.51

Pgim India Equity Savings Fund

0.42
8
0.17
9
0.35
11
0.51

Sbi Equity Savings Fund

0.49
4
0.21
7
0.39
7
0.50

Tata Equity Savings Fund

0.41
9
0.18
8
0.38
8
0.48

Union Equity Savings Fund

0.36
12
0.16
11
0.37
10
0.51
-4.90
2 1.29 1
0.97
1
0.02
2
5.81
2
-0.02
1

Uti Equity Savings Fund

0.47
5
0.21
5
0.40
5
0.48
-0.63
1 0.99 2
0.95
2
0.05
1
9.16
1
-0.02
2

L&T Equity Savings Fund

0.37
10
0.16
12
0.33
12
0.49

Principal Equity Savings Fund Additional Return Analysis

Principal Equity Savings Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 22/Apr/2002
Fund Category: Equity Savings Fund
Investment Objective: To provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.
Fund Description: An open ended scheme investing in equity, arbitrage and debt
Fund Benchmark: 30% Nifty 50 - Total Return Index + 70% CRISIL Liquid Fund Index
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.





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