Principal Smart Equity-G    Plan:
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 Returns and Risk Aggregates
 Rating & Risk    Modern Portfolio Stat    Volatility Measures
 Fund Rating Not Rated    R-Squared --    Mean --
 Fund Risk Grade --    Alpha --    Standard Deviation --
 Fund Return Grade --    Beta --    Sharpe Ratio --

 Best and Worst Performance
     Best (Period) Worst (Period)
Month   11.31  (16/01/2012  -  15/02/2012) -6.89  (02/12/2011  -  02/01/2012)
Quarter   14.24  (02/01/2012  -  02/04/2012) -9.36  (20/09/2011  -  20/12/2011)
Year   31.55  (02/01/2012  -  01/01/2013) -13.07  (31/12/2010  -  02/01/2012)
 Relative Performance (Fund Vs Category Average)
 Trailing Returns
As of 17 May 2013  Fund Return  Category Return   CNX Nifty   NSE G-Sec Composite
Year-to-Date -0.35 1.46 4.78 6.92
1-Week 1.24 1.35 1.52 0.61
1-Month 6.23 6.27 8.76 3.09
3-Month 1.24 3.07 5.09 4.85
1-Year 21.10 19.54 27.04 14.11
2-Year 7.99 4.69 6.65 9.71
3-Year -- 3.32 6.93 5.92
5-Year -- 4.90 3.70 6.41
Return less than 1-year are absolute and over 1 year are annualised
 Annual Returns
    2012 2011 2010 2009 2008
Fund Return   30.67 -13.17 -- -- --
Rank In Category   1/4 2/5 -- -- --
Category Average   21.61 -14.61 10.85 46.16 -33.57
CNX Nifty    27.70  -24.62  17.95  75.76  -51.79
NSE G-Sec Composite     8.76  2.89  2.55  -6.40  20.78
 Quarterly Returns
  Q1 Q2 Q3 Q4
2013 -6.11 -- -- --
2012 13.91 1.20 8.21 4.75
2011 -1.58 0.00 -5.03 -7.10
2010 -- -- -- --
 
Value Research Star Rating