Principal Focused Multicap Fund

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Fund Performance Analysis

Principal Focused Multicap Fund Analysis

Principal Focused Multicap 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 : Feb. 7, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Principal Focused Multicap Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Principal Focused Multicap Fund

Top Performing Funds in Focussed 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

Icici Prudential Focused Equity Fund

1 The Icici Prudential Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has 18 KPIs that are in top quartile. The fund has 78% 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 Icici Prudential Focused Equity Fund performance snapshot section. 4.93% 21.08% -22.44% -20.32% 0.70 0.35 0.47

Idbi Focused 30 Equity Fund

4 The Idbi Focused 30 Equity Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Idbi Focused 30 Equity Fund performance snapshot section. 1.78% 14.52% -24.66% -16.53% 0.38 0.20 0.49

Quant Focused Fund

2 The Quant Focused Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% 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 three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Quant Focused Fund performance snapshot section. 2.13% 20.59% -26.30% -22.55% 0.68 0.33 0.48

Union Focused Fund

3 The Union Focused Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has nine KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Union Focused Fund performance snapshot section. -1.05% 16.36% -24.89% -14.00% 0.48 0.23 0.52

Principal Focused Multicap 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 : Feb. 7, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Principal Focused Multicap 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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Focussed 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

Motilal Oswal Focused 25 Fund (Mof25)

0.34
1
0.85
7
-3.81
23
-6.33
24
-1.22
20
0.23
14
9.33
13
8.38
10

Sundaram Focused Fund

0.20
2
0.59
14
-2.02
19
-4.16
20
1.63
11
-2.66
18

Axis Focused 25 Fund

0.08
3
0.76
9
-3.75
22
-7.85
25
-10.62
25
-14.19
23
5.44
17
7.94
11

Tata Focused Equity Fund

0.00
4
0.75
10
-2.43
20
-2.86
14
3.13
7
1.67
9
15.02
8

Idbi Focused 30 Equity Fund

-0.06
5
1.72
2
0.00
2
-0.96
4
2.26
9
1.78
8
14.52
9
8.95
9

Invesco India Focused 20 Equity Fund

-0.07
6
0.21
21
-4.24
24
-5.32
23
-3.00
22
-9.42
22

Hdfc Focused 30 Fund

-0.10
7
0.30
18
-1.31
10
-0.27
1
8.12
1
14.77
1
20.62
2
9.97
7

Idfc Focused Equity Fund

-0.12
8
1.75
1
-0.75
7
-3.45
18
-3.29
24
-5.29
20
9.07
14
5.42
14

Canara Robeco Focused Equity Fund

-0.16
9
0.74
11
-1.84
16
-3.38
17
1.57
12
0.99
11

Uti Focused Equity Fund

-0.20
10
0.45
15
-0.98
8
-2.52
13
-0.62
19
0.60
12

Iifl Focused Equity Fund

-0.21
11
0.73
12
0.31
1
-0.46
2
5.04
2
1.02
10
17.52
6
16.00
1

Nippon India Focused Equity Fund

-0.23
12
0.27
20
-1.08
9
-2.14
11
0.48
16
1.84
7
18.83
4
10.60
6

Hsbc Focused Equity Fund

-0.24
13
1.01
6
-1.52
12
-2.88
15
0.41
18
-2.24
17

Dsp Focus Fund

-0.25
14
0.60
13
-0.02
3
-4.04
19
-1.68
21
-3.12
19
8.16
15
7.51
12

Kotak Focused Equity Fund

-0.25
15
1.10
5
-0.73
6
-2.32
12
1.86
10
0.12
15
14.25
10

Baroda Bnp Paribas Focused Fund

-0.26
16
1.71
3
-0.06
5
-3.07
16
0.90
14

Edelweiss Focused Equity Fund

-0.30
17
1.13
4
-0.02
4
-1.69
9
2.33
8

Sbi Focused Equity Fund

-0.30
18
-0.33
24
-3.02
21
-5.21
22
-3.28
23
-6.96
21
11.67
12
10.69
5

Aditya Birla Sun Life Focused Equity Fund

-0.30
19
0.34
17
-1.45
11
-1.62
8
1.19
13
0.54
13
12.86
11
9.43
8

Jm Focused Fund

-0.33
20
0.79
8
-1.95
18
-1.09
5
4.47
5
3.88
5
7.58
16
6.93
13

Franklin India Focused Equity Fund

-0.34
21
0.08
22
-1.86
17
-0.48
3
4.72
4
4.53
4
18.57
5
11.61
4

Mahindra Manulife Focused Equity Yojana

-0.35
22
0.29
19
-1.66
15
-1.38
7
4.87
3
4.92
3

Quant Focused Fund

-0.56
23
-1.47
25
-5.67
25
-5.08
21
0.79
15
2.13
6
20.59
3
11.63
3

Union Focused Fund

-0.56
24
0.39
16
-1.60
14
-1.98
10
0.45
17
-1.05
16
16.36
7

Icici Prudential Focused Equity Fund

-0.66
25
-0.25
23
-1.53
13
-1.34
6
3.54
6
4.93
2
21.08
1
11.78
2
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 Focused Equity Fund

-0.52
16
0.52
9
-0.86
16
20.35
12
14.69
8

Axis Focused 25 Fund

-1.40
24
-5.30
23
-6.37
22
15.78
14
14.70
7

Franklin India Focused Equity Fund

0.26
2
1.66
4
3.07
2
27.19
3
17.54
4

Dsp Focus Fund

-0.73
20
-2.94
21
-1.73
20
12.57
16
12.62
12

Hdfc Focused 30 Fund

0.97
1
4.05
1
7.62
1
31.52
1
14.50
10

Icici Prudential Focused Equity Fund

-0.22
8
1.46
5
1.11
7
25.59
5
17.13
5

Idbi Focused 30 Equity Fund

-0.53
17
0.33
10
0.93
8
22.86
10
14.67
9

Idfc Focused Equity Fund

-0.90
22
-1.97
19
-0.90
17
17.77
13
12.42
13

Iifl Focused Equity Fund

-0.26
10
-1.28
18
-0.44
14
25.18
6
21.59
1

Jm Core 11 Fund

-0.13
7
1.13
7
0.74
9
14.10
15
8.14
14

Kotak Focused Equity Fund

-0.48
14
-0.30
12
0.38
10
22.80
11

Motilal Oswal Focused 25 Fund (Mof25)

-0.44
13
-0.18
11
-1.11
18
8.22
17
13.40
11

Nippon India Focused Equity Fund

0.24
3
1.00
8
1.49
5
26.51
4
18.30
3

Quant Focused Fund

0.10
4
2.48
3
2.44
3
27.44
2
19.46
2

Sbi Focused Equity Fund

-0.58
18
-3.50
22
-1.58
19
24.56
7
17.12
6

Tata Focused Equity Fund

-0.48
15
1.28
6
0.12
11
24.50
8

Union Focused Fund

-0.39
12
-0.54
14
-0.06
12
23.85
9

Hsbc Focused Equity Fund

-0.68
19
-0.51
13
-0.57
15

Invesco India Focused 20 Equity Fund

-0.86
21
-2.46
20
-2.46
21

Mahindra Manulife Focused Equity Yojana

-0.08
6
2.63
2
1.23
6

Canara Robeco Focused Equity Fund

-0.24
9
-0.56
15
1.67
4

Uti Focused Equity Fund

-0.26
11
-0.77
16
-0.08
13

Sundaram Focused Fund

-0.96
23
-1.03
17

Baroda Bnp Paribas Focused Fund

0.00
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 Focused Equity Fund

-0.44
16
0.76
9
-0.43
17
21.42
12
15.75
9

Axis Focused 25 Fund

-1.33
24
-5.05
23
-5.86
22
17.14
14
16.05
7

Franklin India Focused Equity Fund

0.32
2
1.86
4
3.48
3
28.17
3
18.61
4

Dsp Focus Fund

-0.65
20
-2.69
21
-1.20
20
13.76
16
13.82
13

Hdfc Focused 30 Fund

1.07
1
4.41
1
8.34
1
33.02
1
15.73
10

Icici Prudential Focused Equity Fund

-0.11
9
1.79
5
1.76
7
27.18
5
18.50
5

Idbi Focused 30 Equity Fund

-0.50
17
0.55
10
1.37
8
23.99
11
15.86
8

Idfc Focused Equity Fund

-0.79
22
-1.65
19
-0.23
16
19.39
13
13.95
12

Iifl Focused Equity Fund

-0.17
11
-1.01
18
0.09
15
26.58
7
23.20
1

Jm Core 11 Fund

-0.08
7
1.34
7
1.16
10
15.05
15
9.54
14

Kotak Focused Equity Fund

-0.33
13
0.11
12
1.20
9
24.89
9

Motilal Oswal Focused 25 Fund (Mof25)

-0.34
14
0.12
11
-0.54
18
9.53
17
14.79
11

Nippon India Focused Equity Fund

0.30
3
1.18
8
1.88
6
27.41
4
19.10
3

Quant Focused Fund

0.27
4
2.91
3
3.54
2
30.32
2
21.59
2

Sbi Focused Equity Fund

-0.50
18
-3.23
22
-1.05
19
25.92
8
18.36
6

Tata Focused Equity Fund

-0.35
15
1.72
6
0.98
11
26.62
6

Union Focused Fund

-0.30
12
-0.29
15
0.45
13
24.70
10

Hsbc Focused Equity Fund

-0.54
19
-0.13
13
0.20
14

Invesco India Focused 20 Equity Fund

-0.71
21
-2.03
20
-1.63
21

Mahindra Manulife Focused Equity Yojana

0.09
6
3.11
2
2.35
5

Canara Robeco Focused Equity Fund

-0.08
8
-0.16
14
2.51
4

Uti Focused Equity Fund

-0.12
10
-0.35
16
0.74
12

Sundaram Focused Fund

-0.88
23
-0.79
17

Baroda Bnp Paribas Focused Fund

0.12
5
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Focused Equity Fund

-17.43
10
-27.71
10
-11.37
13
21.96
8
17.02
8

Axis Focused 25 Fund

-22.34
14
-25.53
6
-17.94
17
23.28
12
17.43
10

Franklin India Focused Equity Fund

-24.21
17
-30.80
15
-8.35
8
24.96
16
19.06
16

Dsp Focus Fund

-23.24
16
-32.24
16
-16.33
16
23.78
15
18.68
14

Hdfc Focused 30 Fund

-21.16
13
-30.52
14
-6.33
2
23.71
13
18.44
13

Icici Prudential Focused Equity Fund

-20.32
12
-22.44
1
-8.13
5
19.71
1
14.51
1

Idbi Focused 30 Equity Fund

-16.53
4
-24.66
4
-9.08
9
20.92
5
15.87
3

Idfc Focused Equity Fund

-15.14
2
-26.70
8
-9.29
11
20.90
4
16.62
7

Iifl Focused Equity Fund

-16.32
3
-27.39
9
-12.00
14
23.02
11
18.29
12

Jm Focused Fund

-17.06
8
-30.33
13
-8.34
7
23.75
14
18.82
15

Kotak Focused Equity Fund

-16.79
5
-28.02
11
-9.49
12
21.97
9
17.27
9

Motilal Oswal Focused 25 Fund (Mof25)

-17.37
9
-24.02
2
-7.56
3
20.77
3
15.43
2

Nippon India Focused Equity Fund

-19.99
11
-32.85
17
-9.16
10
27.15
17
20.52
17

Quant Focused Fund

-22.55
15
-26.30
7
-5.03
1
21.65
7
16.21
5

Sbi Focused Equity Fund

-16.95
6
-24.16
3
-15.10
15
21.05
6
16.50
6

Tata Focused Equity Fund

-16.99
7
-28.45
12
-7.89
4
22.77
10
17.84
11

Union Focused Fund

-14.00
1
-24.89
5
-8.20
6
20.63
2
16.02
4

Sundaram Focused Fund

Baroda Bnp Paribas Focused Fund

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 Focused Equity Fund

0.30
12
0.16
11
0.36
12
0.50
-2.16
12 0.97 10
0.99
1
0.07
12
13.88
11
-0.03
11

Axis Focused 25 Fund

0.05
17
0.07
17
0.22
16
0.47
-8.02
16 0.98 9
0.90
12
0.01
17
7.65
17
-0.08
16

Franklin India Focused Equity Fund

0.46
5
0.24
4
0.46
6
0.48
0.95
5 1.03 2
0.89
14
0.11
5
17.32
5
0.01
5

Dsp Focus Fund

0.07
16
0.07
16
0.20
17
0.51
-9.31
17 1.01 4
0.92
10
0.02
16
7.95
16
-0.09
17

Hdfc Focused 30 Fund

0.56
3
0.27
3
0.51
3
0.47
3.45
3 0.99 7
0.90
13
0.13
3
19.87
3
0.03
3

Icici Prudential Focused Equity Fund

0.70
1
0.35
1
0.66
1
0.47
6.55
2 0.83 17
0.91
11
0.17
1
24.62
1
0.04
2

Idbi Focused 30 Equity Fund

0.38
9
0.20
9
0.43
8
0.49
0.43
7 1.02 3
0.87
15
0.08
10
13.88
12
0.01
6

Idfc Focused Equity Fund

0.15
14
0.10
14
0.27
14
0.50
-5.82
14 0.88 14
0.92
9
0.03
14
10.76
14
-0.08
15

Iifl Focused Equity Fund

0.45
6
0.22
7
0.47
5
0.50
0.49
6 0.98 8
0.93
7
0.11
6
17.31
6
0.00
7

Jm Focused Fund

0.11
15
0.09
15
0.23
15
0.51
-6.43
15 1.01 5
0.92
8
0.03
15
8.94
15
-0.06
14

Kotak Focused Equity Fund

0.35
10
0.18
10
0.39
11
0.50
-1.18
10 0.95 11
0.96
3
0.08
9
15.21
9
-0.02
10

Motilal Oswal Focused 25 Fund (Mof25)

0.19
13
0.12
13
0.32
13
0.49
-3.78
13 0.90 13
0.96
4
0.04
13
11.75
13
-0.05
13

Nippon India Focused Equity Fund

0.44
7
0.23
5
0.45
7
0.50
-0.94
8 1.15 1
0.93
6
0.10
7
16.37
7
0.02
4

Quant Focused Fund

0.68
2
0.33
2
0.62
2
0.48
8.91
1 0.93 12
0.68
17
0.16
2
19.90
2
0.08
1

Sbi Focused Equity Fund

0.30
11
0.16
12
0.39
10
0.49
-1.82
11 0.85 16
0.84
16
0.07
11
14.40
10
-0.04
12

Tata Focused Equity Fund

0.40
8
0.20
8
0.42
9
0.49
-1.15
9 0.99 6
0.97
2
0.09
8
16.03
8
-0.01
9

Union Focused Fund

0.48
4
0.23
6
0.49
4
0.52
1.53
4 0.88 15
0.94
5
0.11
4
18.98
4
-0.01
8

Sundaram Focused Fund

Baroda Bnp Paribas Focused Fund

Principal Focused Multicap Fund Additional Return Analysis

Principal Focused Multicap 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: 23/Sep/2005
Fund Category: Focussed Fund
Investment Objective: To provide capital appreciation and /or dividend distribution by investing in companies across market capitalization
Fund Description: An open ended equity scheme investing in maximum 30 Multi cap stocks
Fund Benchmark: S&P BSE 250 Large Midcap Index - Total Return Index
Source: Fund FactSheet


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





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