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

3Groww
4.71%
1 Year Return
Equity
Multi Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Principal Multi Cap Growth Fund Direct Dividend Half Yearly

RiskModerately High
Min SIP Amount₹2000
Expense Ratio1.39%
NAV43.32 (18 Oct 2019)
Fund Started01 Jan 2013
Fund Size847 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Multi Cap Growth Fund Direct Dividend Half Yearly
4.7%
8.2%
10.8%
14.1%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
43
23
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
    30
    with 4.7% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity4.6%
    Larsen & Toubro Ltd.ConstructionEquity4.0%
    Axis Bank Ltd.FinancialEquity1.9%
    Principal Arbitrage Fund Direct-GrowthFinancialMutual Fund0.0%
    See All

    Fund Managers

    addP V K Mohan
    Education
    Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.
    Experience
    Prior to joining Principal AMC he has worked with UTI AMC.
    Funds Managed
    addRavi Gopalakrishnan
    Education
    Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
    Experience
    Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
    Funds Managed

    Other Details

    Principal Multi Cap Growth Fund Direct Dividend Half Yearly is a Equity Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was introduced 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.The fund currently has an Asset Under Management(AUM) of ₹847 Cr and the Latest NAV as of 18 Oct 2019 is ₹43.32.

    The Principal Multi Cap Growth Fund Direct Dividend Half Yearly is rated Moderately High risk. Minimum SIP Investment is 2000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 365 days..

    Investment Objective

    The primary investment objective of the scheme is to achieve long-term capital appreciation.

    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)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 365 days.
    Exit Load

    Compare Funds

    Principal Multi Cap Growth Fund Direct Dividend 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
    24 Nov 1994
    PRINCIPAL Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹2,000
    + ₹10,000
    + ₹20,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    ⓒ 2019 Billionbrains Garage Ventures Pvt Ltd