Fund Analysis

Truly Large-cap

Principal Large Cap is a truly large-cap fund that has trailed its benchmark only twice in its history of nine years

Last updated: 14-Nov-2022•Research Desk

In its history of nine years, the fund has lagged behind its benchmark only twice: in 2008 and in 2013. The fund has given three-year annualised returns of 21 per cent as compared to 17 per cent by its benchmark. It has outperformed its benchmark by 6.8 percentage points in the last year and offered returns of around 54.7 per ce

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