Principal Multi Cap Growth Fund Growth-0.35%

3Groww
4.30%
1 Year Return
Equity
Multi Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Principal Multi Cap Growth Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.39%
NAV140.95 (22 Nov 2019)
Fund Started25 Oct 2000
Fund Size853 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Multi Cap Growth Fund Growth
4.3%
12.0%
8.4%
14.9%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
45
24
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 4.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark
    5. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.8%
    ICICI Bank Ltd.FinancialEquity7.1%
    Reliance Industries Ltd.EnergyEquity6.5%
    Larsen & Toubro Ltd.ConstructionEquity4.0%
    State Bank of IndiaFinancialEquity3.8%
    Tata Consultancy Services Ltd.TechnologyEquity3.6%
    Kotak Mahindra Bank Ltd.FinancialEquity3.5%
    Infosys Ltd.TechnologyEquity3.5%
    ITC Ltd.FMCGEquity3.3%
    Marico Ltd.FMCGEquity2.6%
    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 Growth is a Equity Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was introduced to investors on 25 Oct 2000. P V K Mohan is the Current Fund Manager of Principal Multi Cap Growth Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹853 Cr and the Latest NAV as of 22 Nov 2019 is ₹140.95.

    The Principal Multi Cap Growth Fund Growth is rated Moderately High risk. Minimum SIP Investment is 500. 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

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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
    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
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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