Principal Small Cap Fund


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

Fund Performance Analysis

Principal Small Cap 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. 25, 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 Small Cap Fund Performance Analysis

Principal Small Cap Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Principal Small Cap Fund

Top Performing Funds in Small Cap 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

Axis Small Cap Fund

4 The Axis Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 24 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Axis Small Cap Fund performance snapshot section. 4.85% 26.78% -30.41% -18.78% 0.90 0.37 0.49

Boi Axa Small Cap Fund

2 The Boi Axa Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 24 funds. The fund has 15 KPIs that are in top quartile. The fund has 71% 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 Boi Axa Small Cap Fund performance snapshot section. 3.38% 38.43% -24.81% -23.32% 1.04 0.47 0.46

Canara Robeco Small Cap Fund

1 The Canara Robeco Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 24 funds. The fund has 15 KPIs that are in top quartile. The fund has 71% 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 two KPIs that are in bottom quartile. The fund has 10% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Small Cap Fund performance snapshot section. 10.23% 38.38% -29.31% -19.62% 0.91 0.40 0.46

Union Small Cap Fund

3 The Union Small Cap Fund is a Small Cap Fund. In the Small Cap Fund category there are 24 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Union Small Cap Fund performance snapshot section. 3.08% 29.39% -30.11% -21.28% 0.79 0.35 0.46

Principal Small Cap 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. 25, 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 Small Cap Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
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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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Small Cap 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

Quant Small Cap Fund

1.21
1
2.78
1
4.12
2
9.05
1
19.22
5
5.48
8
51.60
1
22.40
1

Tata Small Cap Fund

0.96
2
2.25
3
4.43
1
8.67
2
21.36
3
7.92
4
31.06
7

Icici Prudential Smallcap Index Fund

0.77
3
1.95
5
1.89
5
4.03
6
15.02
17
-1.66
20

Hdfc Small Cap Fund

0.74
4
2.31
2
3.18
3
6.48
4
22.09
2
6.55
6
27.25
14
12.73
8

Nippon India Small Cap Fund

0.63
5
1.68
6
2.09
4
6.82
3
22.72
1
10.86
1
34.90
4
16.12
3

Pgim India Small Cap Fund

0.62
6
0.80
20
0.80
11
3.01
14
16.99
11
0.27
18

Hsbc Small Cap Equity Fund

0.53
7
1.04
16
0.94
10
3.29
12
11.60
22
-10.08
24
23.81
19
6.15
14

Aditya Birla Sun Life Small Cap Fund

0.52
8
1.25
13
-0.59
22
0.99
22
12.51
21
-5.06
22
19.74
20
3.96
15

Canara Robeco Small Cap Fund

0.52
9
2.00
4
1.22
7
2.04
20
15.00
18
10.23
2
38.38
3

Dsp Small Cap Fund

0.48
10
1.42
8
0.41
17
1.63
21
11.21
23
2.62
15
29.73
8
11.38
11

Sundaram Small Cap Fund

0.43
11
1.36
9
-0.53
21
3.52
10
17.80
8
-0.05
19
26.01
17
7.17
13

Franklin India Smaller Companies Fund

0.42
12
0.99
17
1.55
6
6.23
5
19.73
4
3.38
13
24.65
18
9.39
12

Invesco India Smallcap Fund

0.41
13
0.69
23
1.02
9
3.80
8
16.67
13
0.69
17
27.13
15

Icici Prudential Smallcap Fund

0.35
14
1.49
7
0.63
12
3.16
13
14.50
20
4.10
11
29.34
10
13.08
7

Kotak Small Cap Fund

0.34
15
0.70
22
-0.43
20
-0.85
24
9.45
24
-3.12
21
31.88
6
15.48
4

Uti Small Cap Fund

0.33
16
1.34
10
0.41
16
3.55
9
15.95
15
1.57
16

L&T Emerging Businesses Fund

0.28
17
1.26
12
0.59
14
2.62
17
16.90
12
5.84
7
28.07
12
11.72
10

Sbi Small Cap Fund

0.23
18
0.89
18
0.23
19
4.03
7
17.29
10
8.43
3
28.80
11
14.67
5

Boi Axa Small Cap Fund

0.22
19
0.78
21
0.55
15
2.88
15
18.63
6
3.38
12
38.43
2

Iti Small Cap Fund

0.19
20
1.28
11
1.20
8
3.41
11
16.52
14
-6.54
23

Idbi Small Cap Fund

0.16
21
0.81
19
-0.85
23
2.24
19
18.18
7
6.79
5
27.74
13
12.03
9

Axis Small Cap Fund

0.09
22
1.19
14
0.60
13
2.84
16
14.67
19
4.85
9
26.78
16
17.95
2

Union Small Cap Fund

0.07
23
-0.23
24
-3.59
24
0.47
23
15.72
16
3.08
14
29.39
9
13.27
6

Edelweiss Small Cap Fund

0.00
24
1.04
15
0.40
18
2.60
18
17.39
9
4.27
10
32.91
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

Edelweiss Small Cap Fund

0.26
17
1.98
11
4.32
8
41.24
10

Aditya Birla Sun Life Small Cap Fund

-0.21
22
-1.84
22
-1.38
20
28.29
20
12.79
15

Axis Small Cap Fund

0.60
10
1.81
12
3.95
12
39.89
12
27.01
3

Franklin India Smaller Companies Fund

0.84
7
0.22
19
2.26
16
36.30
17
16.61
14

Boi Axa Small Cap Fund

0.61
9
2.51
5
3.28
13
53.38
3

Canara Robeco Small Cap Fund

0.57
12
3.80
1
7.65
2
57.68
2

Dsp Small Cap Fund

0.52
14
1.61
13
4.82
6
43.74
6
24.73
8

Hdfc Small Cap Fund

1.23
2
0.85
16
2.57
15
38.62
13
17.21
13

Hsbc Small Cap Equity Fund

0.11
20
-0.67
21
-3.31
21
36.21
18
17.76
12

Icici Prudential Smallcap Fund

0.87
6
1.57
14
4.11
11
41.62
9
25.41
6

Idbi Small Cap Fund

0.56
13
2.68
3
6.50
3
42.49
7
20.96
9

Invesco India Smallcap Fund

0.41
15
0.68
18
1.77
17
35.93
19

Iti Small Cap Fund

-0.53
24
-4.58
23
-6.17
22

Kotak Small Cap Fund

-0.41
23
0.06
20
1.59
18
41.63
8
29.90
2

Nippon India Small Cap Fund

1.07
3
3.14
2
5.78
4
47.72
5
26.39
4

Quant Small Cap Fund

1.70
1
2.12
9
3.11
14
78.94
1
35.94
1

Sbi Small Cap Fund

0.20
18
2.68
4
7.76
1
36.34
16
24.89
7

Sundaram Small Cap Fund

0.07
21
0.84
17
1.15
19
37.96
15
18.97
11

Tata Small Cap Fund

0.90
5
2.01
10
4.22
10
40.56
11

Union Small Cap Fund

0.91
4
0.93
15
5.01
5
38.32
14
26.22
5

L&T Emerging Businesses Fund

0.58
11
2.33
7
4.80
7
50.01
4
20.61
10

Uti Small Cap Fund

0.82
8
2.21
8
4.25
9

Pgim India Small Cap Fund

0.13
19
2.34
6

Icici Prudential Smallcap Index Fund

0.40
16
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

Dsp Small Cap Fund

0.60
14
1.84
14
5.29
7
45.01
6
25.84
8

Aditya Birla Sun Life Small Cap Fund

-0.12
22
-1.59
22
-0.86
20
29.61
20
14.07
15

Axis Small Cap Fund

0.71
10
2.21
12
4.72
12
42.10
12
28.92
3

Franklin India Smaller Companies Fund

0.91
8
0.43
19
2.67
16
37.47
19
17.66
14

Boi Axa Small Cap Fund

0.75
9
2.95
4
4.04
13
56.33
3

Canara Robeco Small Cap Fund

0.71
11
4.27
1
8.59
1
60.48
2

Edelweiss Small Cap Fund

0.40
17
2.41
11
5.20
9
43.53
10

Hdfc Small Cap Fund

1.32
2
1.10
17
3.07
15
39.97
13
18.44
13

Hsbc Small Cap Equity Fund

0.24
20
-0.31
21
-2.61
21
38.19
16
19.31
12

Icici Prudential Smallcap Fund

1.00
5
1.92
13
4.83
11
43.65
9
27.19
5

Idbi Small Cap Fund

0.64
13
2.90
5
7.03
3
43.93
7
22.19
9

Invesco India Smallcap Fund

0.55
15
1.09
18
2.56
17
38.17
17

Iti Small Cap Fund

-0.35
24
-4.05
23
-5.13
22

Kotak Small Cap Fund

-0.28
23
0.42
20
2.33
18
43.70
8
31.78
2

Nippon India Small Cap Fund

1.15
3
3.40
2
6.26
4
49.02
5
27.49
4

Quant Small Cap Fund

1.85
1
2.58
9
3.96
14
80.94
1
37.29
1

Sbi Small Cap Fund

0.29
19
2.98
3
8.29
2
37.91
18
26.31
7

Sundaram Small Cap Fund

0.18
21
1.11
16
1.72
19
39.44
15
20.17
11

Tata Small Cap Fund

1.07
4
2.46
10
5.18
10
43.14
11

Union Small Cap Fund

0.98
7
1.15
15
5.44
5
39.45
14
27.11
6

L&T Emerging Businesses Fund

0.67
12
2.60
8
5.37
6
51.66
4
21.95
10

Uti Small Cap Fund

0.98
6
2.67
7
5.28
8

Pgim India Small Cap Fund

0.31
18
2.82
6

Icici Prudential Smallcap Index Fund

0.46
16
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Small Cap Fund

-29.21
19
-43.32
20
-12.29
14
27.15
18
21.21
18

Axis Small Cap Fund

-18.78
3
-30.41
7
-8.40
5
21.79
1
18.39
4

Franklin India Smaller Companies Fund

-25.94
12
-38.67
16
-14.29
18
25.24
10
19.92
10

Boi Axa Small Cap Fund

-23.32
9
-24.81
1
-8.00
3
23.09
3
18.12
2

Canara Robeco Small Cap Fund

-19.62
4
-29.31
3
-7.99
2
24.36
7
19.38
8

Dsp Small Cap Fund

-26.47
14
-32.05
9
-9.65
7
25.39
11
20.12
11

Edelweiss Small Cap Fund

-20.79
6
-29.92
5
-11.78
13
24.62
8
19.47
9

Hdfc Small Cap Fund

-27.76
17
-41.77
18
-12.76
15
26.54
17
20.54
15

Hsbc Small Cap Equity Fund

-28.87
18
-37.90
15
-14.10
17
25.96
14
20.57
16

Icici Prudential Smallcap Fund

-22.55
8
-35.62
13
-10.41
10
26.18
15
20.49
14

Idbi Small Cap Fund

-18.61
2
-32.64
10
-10.34
9
23.66
6
19.21
6

Invesco India Smallcap Fund

-25.86
11
-29.57
4
-10.81
12
24.79
9
19.32
7

Kotak Small Cap Fund

-19.79
5
-34.08
12
-12.92
16
25.53
13
20.29
12

Nippon India Small Cap Fund

-24.57
10
-33.99
11
-8.73
6
26.22
16
20.60
17

Quant Small Cap Fund

-31.54
20
-42.38
19
-16.47
20
30.28
20
22.13
20

Sbi Small Cap Fund

-16.23
1
-28.40
2
-7.56
1
22.23
2
17.14
1

Sundaram Small Cap Fund

-26.64
15
-37.85
14
-10.71
11
27.27
19
22.12
19

Tata Small Cap Fund

-26.36
13
-31.36
8
-8.37
4
23.17
4
18.14
3

Union Small Cap Fund

-21.28
7
-30.11
6
-10.20
8
23.57
5
18.81
5

L&T Emerging Businesses Fund

-26.72
16
-39.67
17
-14.66
19
25.51
12
20.34
13
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 Small Cap Fund

0.24
20
0.15
20
0.21
20
0.47
2.23
15 0.86 8
0.97
3
0.17
17
22.53
17
-0.01
15

Axis Small Cap Fund

0.90
4
0.37
6
0.62
4
0.49
13.36
7 0.70 18
0.92
13
0.32
7
37.83
7
0.07
7

Franklin India Smaller Companies Fund

0.44
17
0.22
18
0.33
17
0.47
0.08
17 0.87 7
0.96
5
0.21
16
26.11
15
-0.03
17

Boi Axa Small Cap Fund

1.04
1
0.47
1
0.85
1
0.46
24.19
2 0.72 17
0.90
16
0.46
2
51.48
1
0.19
2

Canara Robeco Small Cap Fund

0.91
3
0.40
3
0.70
3
0.46
16.33
5 0.81 12
0.94
12
0.40
3
45.19
3
0.11
5

Dsp Small Cap Fund

0.65
12
0.30
12
0.52
13
0.47
1.77
16 0.93 5
0.97
2
0.26
13
31.81
13
-0.00
14

Edelweiss Small Cap Fund

0.95
2
0.42
2
0.72
2
0.46

Hdfc Small Cap Fund

0.43
18
0.22
16
0.32
18
0.46
7.53
8 0.85 9
0.95
6
0.23
14
28.48
14
0.05
8

Hsbc Small Cap Equity Fund

0.35
19
0.19
19
0.29
19
0.45
3.08
14 1.04 1
0.76
18
0.16
18
18.28
18
0.04
9

Icici Prudential Smallcap Fund

0.72
10
0.33
10
0.53
10
0.47
6.10
11 0.89 6
0.94
9
0.27
12
32.45
12
0.03
11

Idbi Small Cap Fund

0.59
14
0.27
14
0.45
14
0.46
6.35
9 0.78 14
0.92
14
0.28
10
33.22
10
0.01
13

Invesco India Smallcap Fund

0.63
13
0.30
13
0.53
11
0.45
6.17
10 0.84 10
0.94
10
0.27
11
32.73
11
0.02
12

Kotak Small Cap Fund

0.79
7
0.35
8
0.58
7
0.47
16.76
4 0.81 13
0.95
7
0.34
6
39.93
6
0.13
3

Nippon India Small Cap Fund

0.71
11
0.33
11
0.55
9
0.47
4.32
13 0.98 3
0.98
1
0.29
9
34.60
9
0.04
10

Quant Small Cap Fund

0.73
9
0.38
4
0.52
12
0.46
25.40
1 0.94 4
0.82
17
0.47
1
48.59
2
0.24
1

Sbi Small Cap Fund

0.83
5
0.38
5
0.62
5
0.48
4.84
12 0.82 11
0.94
8
0.30
8
35.35
8
-0.01
16

Sundaram Small Cap Fund

0.45
16
0.22
17
0.36
15
0.46
-3.91
18 0.99 2
0.96
4
0.21
15
26.04
16
-0.04
18

Tata Small Cap Fund

0.77
8
0.35
9
0.56
8
0.46
15.86
6 0.73 16
0.91
15
0.35
5
40.08
5
0.11
6

Union Small Cap Fund

0.79
6
0.35
7
0.60
6
0.46
17.77
3 0.74 15
0.94
11
0.37
4
43.08
4
0.12
4

L&T Emerging Businesses Fund

0.51
15
0.25
15
0.36
16
0.47

Principal Small Cap Fund Additional Return Analysis

Principal Small Cap 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/2019
Fund Category: Small Cap Fund
Investment Objective: To generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Fund Description: An open ended equity scheme predominantly investing in small cap stocks
Fund Benchmark: Nifty Small Cap 100 index
Source: Fund FactSheet


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





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