Principal Personal (India) Fund

0P00005WYR -  India Fund  

INR 303.13  0.55  0.18%

Principal Personal is trading at 303.13 as of the 20th of September 2021, a 0.18 percent up since the beginning of the trading day. The fund's open price was 302.58. Principal Personal has a very small chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for Principal Personal Tax are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of October 2019 and ending today, the 20th of September 2021. Click here to learn more.
 Market Performance
23 of 100
  Odds Of Distress
Less than 2

Principal Personal Fund Profile

The Investment Manager will aim to achieve a return on assets in excess of the performance of SP BSE 100 INDEX. Principal Personal is traded on Bombay Stock Exchange in India. more on Principal Personal
Principal Personal is unlikely to experience financial distress in the next 2 years
The fund holds 97.61% of its total net assets in equities
Legal NamePrincipal Personal Tax
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Principal Personal's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Beta In Three Year1.09
Startdate16th of December 2011
Principal Personal Tax [0P00005WYR] is traded in India and was established 20th of September 2021. The fund is listed under ELSS (Tax Savings) category and is part of Principal Asset Management Private Limited family. Principal Personal Tax presently has accumulated 4.43 B in total net assets with minimum initial investment of 500.
Check Principal Personal Probability Of Bankruptcy

Instrument Allocation

Principal Personal Target Price Odds Analysis

What are Principal Personal's target price odds to finish over the current price? Depending on a normal probability distribution, the odds of Principal Personal jumping above the current price in 90 days from now is about 1.13%. The Principal Personal Tax probability density function shows the probability of Principal Personal fund to fall within a particular range of prices over 90 days. Assuming the 90 days trading horizon Principal Personal Tax has a beta of -0.196. This suggests as returns on benchmark increase, returns on holding Principal Personal are expected to decrease at a much lower rate. During the bear market, however, Principal Personal Tax is likely to outperform the market. Additionally, the company has an alpha of 0.2892, implying that it can generate a 0.29 percent excess return over DOW after adjusting for the inherited market risk (beta).
 Odds Down 303.13HorizonTargetOdds Up 303.13 
98.85%90 days
 303.13 
1.13%
Based on a normal probability distribution, the odds of Principal Personal to move above the current price in 90 days from now is about 1.13 (This Principal Personal Tax probability density function shows the probability of Principal Fund to fall within a particular range of prices over 90 days) .

Principal Personal Tax Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Principal Personal market risk premium is the additional return an investor will receive from holding Principal Personal long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Principal Personal. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Principal Personal's alpha and beta are two of the key measurements used to evaluate Principal Personal's performance over the market, the standard measures of volatility play an important role as well.

Principal Personal Against Markets

Picking the right benchmark for Principal Personal fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Principal Personal fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Principal Personal is critical whether you are bullish or bearish towards Principal Personal Tax at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Principal Personal without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Please continue to Trending Equities. Note that the Principal Personal Tax information on this page should be used as a complementary analysis to other Principal Personal's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Other Tools for Principal Fund

When running Principal Personal Tax price analysis, check to measure Principal Personal's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Principal Personal is operating at the current time. Most of Principal Personal's value examination focuses on studying past and present price action to predict the probability of Principal Personal's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Principal Personal's price. Additionally, you may evaluate how the addition of Principal Personal to your portfolios can decrease your overall portfolio volatility.
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