Home>Mutual Funds>Principal Mutual Fund>Principal Multi Cap Growth Fund Direct IDCW Half Yearly

Principal Multi Cap Growth Fund Direct IDCW Half Yearly

Equity
Multi Cap
Very High Risk
59.05%
1Y return
-0.26% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2021₹62.11
Min. SIP Amount₹100
Rating3star
Fund Size₹775.27 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Multi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns59.0%14.7%16.3%17.0%
Category averageNANANANA
Rank with in categoryNANANANA
Understand termsinfo

Holdings (63)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity5.0%
Infosys Ltd.TechnologyEquity4.9%
HDFC Bank Ltd.FinancialEquity4.9%
Reliance Industries Ltd.EnergyEquity2.9%
Bajaj Finance Ltd.FinancialEquity2.7%
Dixon Technologies (India) Ltd.EngineeringEquity2.7%
KPIT Technologies Ltd.TechnologyEquity2.5%
Housing Development Finance Corpn. Ltd.FinancialEquity2.4%
Polycab India Ltd.EngineeringEquity2.2%
JK Cement LtdConstructionEquity2.2%
See All

Pros and cons

Category: Equity Multi Cap

Pros

  • Lower expense ratio - 1.68%
  • 1Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • 3Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.68%

Inclusive of GST

Exit load

For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹300
Min. for 2nd investment onwards₹300
Min. for SIP₹100

Fund management

P V K Mohan
Jan 2013 - Present
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Ravi Gopalakrishnan
Jul 2019 - Present
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Siddarth Mohta
Aug 2018 - Present
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Fund house & investment objective

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Fund house contact details

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