Principal Multi Cap Growth Fund Direct Dividend Half Yearly+0.86%

9.51%
1 Year Return
Equity
Multi Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Principal Multi Cap Growth Fund Direct Dividend Half Yearly

RiskModerately High
Min SIP Amount₹100
Expense Ratio1.66%
NAV49.10 (26 Nov 2020)
Fund Started01 Jan 2013
Fund Size646 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
9.5%
2.4%
11.2%
13.8%
Category Average
8.5%
4.7%
9.7%
-
Rank Within Category
29
36
19
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 9.5% annual returns

    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
    Reliance Industries Ltd.EnergyEquity9.1%
    HDFC Bank Ltd.FinancialEquity8.1%
    Infosys Ltd.TechnologyEquity6.5%
    ICICI Bank Ltd.FinancialEquity4.2%
    Tata Consultancy Services Ltd.TechnologyEquity4.1%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.6%
    Kotak Mahindra Bank Ltd.FinancialEquity2.9%
    Larsen & Toubro Ltd.ConstructionEquity2.7%
    Divi's Laboratories Ltd.HealthcareEquity2.6%
    Bajaj Finance Ltd.FinancialEquity2.3%
    See All

    Fund Managers

    P V K Mohan
    keyboard_arrow_down
    Ravi Gopalakrishnan
    keyboard_arrow_down

    Principal Multi Cap Growth Fund Direct Dividend Half Yearly Details

    Principal Multi Cap Growth Fund Direct Dividend Half Yearly 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 Dividend Half Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹646 Cr and the Latest NAV as of 26 Nov 2020 is ₹49.10.

    The Principal Multi Cap Growth Fund Direct Dividend Half Yearly 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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