Fund Details
Principal Multi Cap Growth Fund IDCW Half Yearly
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.46% |
| NAV | ₹43.14 (07 May 2021) |
|---|---|
| Fund Started | 25 Oct 2000 |
| Fund Size | ₹714 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. 10Y Returns are higher than the category average returns
1. 3Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.5% |
| ICICI Bank Ltd. | Financial | Equity | 5.1% |
| Infosys Ltd. | Technology | Equity | 4.6% |
| Reliance Industries Ltd. | Energy | Equity | 3.1% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 2.8% |
| Bajaj Finance Ltd. | Financial | Equity | 2.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.7% |
| JK Cement Ltd | Construction | Equity | 2.4% |
| State Bank of India | Financial | Equity | 2.0% |
| Bharti Airtel Ltd. | Communication | Equity | 1.9% |
Fund Managers
Principal Multi Cap Growth Fund IDCW Half Yearly Details
Principal Multi Cap Growth Fund IDCW Half Yearly 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 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 ₹43.14.
The Principal Multi Cap Growth Fund 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.
