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

Principal Multi Cap Growth Fund Direct IDCW Half Yearly-0.05%

63.62%
1 Year Return
Equity
Multi Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Principal Multi Cap Growth Fund Direct IDCW Half Yearly

RiskVery High
Min SIP Amount₹100
Expense Ratio1.71%
NAV₹55.63 (07 May 2021)
Fund Started01 Jan 2013
Fund Size714 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
63.6%
8.2%
15.9%
15.6%
Category Average
-
-
-
-
Rank Within Category
-
-
-
-
*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 63.6% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 1.71%
2. 1Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity5.5%
ICICI Bank Ltd.FinancialEquity5.1%
Infosys Ltd.TechnologyEquity4.6%
Reliance Industries Ltd.EnergyEquity3.1%
Dixon Technologies (India) Ltd.EngineeringEquity2.8%
Bajaj Finance Ltd.FinancialEquity2.7%
Housing Development Finance Corpn. Ltd.FinancialEquity2.7%
JK Cement LtdConstructionEquity2.4%
State Bank of IndiaFinancialEquity2.0%
Bharti Airtel Ltd.CommunicationEquity1.9%
See All

Fund Managers

P V K Mohan
keyboard_arrow_down
Ravi Gopalakrishnan
keyboard_arrow_down

Principal Multi Cap Growth Fund Direct IDCW Half Yearly Details

Principal Multi Cap Growth Fund Direct IDCW 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 IDCW Half Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹714 Cr and the Latest NAV as of 07 May 2021 is ₹55.63.

The Principal Multi Cap Growth Fund Direct IDCW Half Yearly is rated Very 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

Compare Funds

Principal Multi Cap Growth Fund Direct IDCW Half Yearly
VS
search

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
Website
NA
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,
Loading...
Similar Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India