Fund Details
Principal Multi Cap Growth Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.47% |
| NAV | ₹169.08 (22 Jan 2021) |
|---|---|
| Fund Started | 25 Oct 2000 |
| Fund Size | ₹697 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Age is more than 10 years
3. 1Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. 10Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. Risk is higher compared to the benchmark
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. 10Y Returns are lower than the benchmark
7. Risk-adjusted returns are lower compared to the category
8. 3Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.7% |
| Infosys Ltd. | Technology | Equity | 5.5% |
| ICICI Bank Ltd. | Financial | Equity | 5.3% |
| Reliance Industries Ltd. | Energy | Equity | 5.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.4% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.5% |
| Bajaj Finance Ltd. | Financial | Equity | 3.4% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.6% |
| Bharti Airtel Ltd. | Communication | Equity | 2.6% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.5% |
Fund Managers
Principal Multi Cap Growth Fund Growth Details
Principal Multi Cap Growth Fund Growth is a Equity Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to investors on 25 Oct 2000. P V K Mohan is the Current Fund Manager of Principal Multi Cap Growth Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹697 Cr and the Latest NAV as of 22 Jan 2021 is ₹169.08.
The Principal Multi Cap Growth Fund 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.
