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Principal Multi Cap Growth Fund Direct Growth+0.56%

18.57%
1 Year Return
Equity
Multi Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Principal Multi Cap Growth Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.68%
NAV₹181.84 (20 Jan 2021)
Fund Started01 Jan 2013
Fund Size697 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
18.6%
4.3%
16.0%
15.0%
Category Average
18.5%
7.2%
14.3%
-
Rank Within Category
36
39
18
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 18.6% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 1.66%
2. 1Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Risk-adjusted returns are lower compared to the category
2. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity9.1%
Reliance Industries Ltd.EnergyEquity7.0%
Infosys Ltd.TechnologyEquity6.4%
ICICI Bank Ltd.FinancialEquity4.8%
Housing Development Finance Corpn. Ltd.FinancialEquity4.0%
Tata Consultancy Services Ltd.TechnologyEquity3.5%
Kotak Mahindra Bank Ltd.FinancialEquity3.5%
Bajaj Finance Ltd.FinancialEquity3.2%
Larsen & Toubro Ltd.ConstructionEquity3.1%
Divi's Laboratories Ltd.HealthcareEquity2.7%
See All

Fund Managers

P V K Mohan
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Ravi Gopalakrishnan
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Principal Multi Cap Growth Fund Direct Growth Details

Principal Multi Cap Growth Fund Direct Growth is a Equity Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to investors on 01 Jan 2013. P V K Mohan is the Current Fund Manager of Principal Multi Cap Growth Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹697 Cr and the Latest NAV as of 20 Jan 2021 is ₹181.84.

The Principal Multi Cap Growth Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 300. For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Investment Objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹300
Min for First Investment
₹300
Min for Second Investment
For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
Exit Load

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About Principal Mutual Fund

Address
Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
Phone
022-67720555
Launch Date
25 Nov 1994
Principal Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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