PowerPoint Presentation · Market Cap Ranges will be determined as per prevailing SEBI/ AMFI...
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Transcript of PowerPoint Presentation · Market Cap Ranges will be determined as per prevailing SEBI/ AMFI...
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11.2X
6.0X
From ToMajor Market
Event*
NIFTY Large Midcap
250 TRI
Principal Emerging
Bluechip Fund
Out /
Underperformance
12/11/2008 09/03/2009 E1 -13.69% -6.00% 7.69%
09/03/2009 28/09/2010 E2 185.54% 264.57% 79.04%
28/09/2010 20/12/2011 E3 -30.51% -37.32% -6.82%
20/12/2011 31/01/2013 E4 41.00% 58.75% 17.76%
31/01/2013 28/08/2013 E5 -16.69% -19.56% -2.87%
28/08/2013 06/08/2015 E6 101.71% 169.30% 67.59%
06/08/2015 25/02/2016 E7 -18.44% -23.16% -4.73%
25/02/2016 23/01/2018 E8 83.56% 103.58% 20.02%
23/01/2018 31/01/2020 E9 -0.60% -2.65% -3.25%
*Major Market Event; E1: Sub-prime Crisis; E2: Post sub-prime recovery; E3: Eurozone Debt Crisis; E4: Bounce back in the US and global rally; E5: TaperTantrum; E6: Oil price correction; E7: Chinese economic slowdown; E8: Domestic reforms and implementation; E9: LTCG on equities and ongoing period.
Different plans shall have a different expense structure. The performance details provided herein are of PEBF Regular Plan - Growth option. Past performance may or may not be sustained in future. The returns given above are absolute returns. For detailed scheme performance data and performance data of other schemes managed by the Fund Manager, pls refer to the performance table Annexure in slide no. 23.
Performance Drawdown during various market events
From To NIFTY Large Midcap 250 TRI Principal Emerging Bluechip Fund Out / Underperformance
03/02/2012 03/09/2013 -0.47% 9.51% 9.98%
17/10/2014 16/05/2016 0.20% 5.53% 5.33%
During Flat Market Movements
Returns Range1 Year 3 Years 5 Years 7 Years
PEBF Benchmark PEBF Benchmark PEBF Benchmark PEBF Benchmark
Greater than 20% 44.71% 35.30% 49.18% 26.67% 56.92% 15.60% 52.51% 7.51%
Greater than 15% but less than 20% 5.53% 8.02% 12.13% 24.31% 29.70% 38.84% 47.39% 28.20%
Greater than 12% but less than 15% 3.70% 4.86% 8.77% 18.50% 8.26% 21.87% 0.10% 55.15%
Greater than 8% but less than 12% 5.33% 7.00% 8.77% 5.61% 5.11% 23.37% 0.00% 9.14%
Greater than 0% but less than 8% 13.92% 24.11% 16.89% 20.87% 0.00% 0.33% 0.00% 0.00%
Lesser than 0% 26.77% 20.71% 4.26% 4.04% 0.00% 0.00% 0.00% 0.00%
Total Number of Observations 2514 2019 1525 1036
Market Cap Ranges will be determined as per prevailing SEBI/ AMFI guidelines where · Large Cap: 1st -100th company in terms of full market capitalization.
· Mid Cap: 101st -250th company in terms of full market capitalization. · Small Cap: 251st company onwards in terms of full market capitalization.
