Fund Details
Principal Multi Cap Growth Fund Dividend Half Yearly
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.47% |
| NAV | ₹38.20 (26 Nov 2020) |
|---|---|
| Fund Started | 25 Oct 2000 |
| Fund Size | ₹646 Cr |
Returns
as per Historical 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 |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 9.1% |
| HDFC Bank Ltd. | Financial | Equity | 8.1% |
| Infosys Ltd. | Technology | Equity | 6.5% |
| ICICI Bank Ltd. | Financial | Equity | 4.2% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.6% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.9% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.7% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.6% |
| Bajaj Finance Ltd. | Financial | Equity | 2.3% |
Fund Managers
Principal Multi Cap Growth Fund Dividend Half Yearly Details
Principal Multi Cap Growth Fund Dividend 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 Dividend Half Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹646 Cr and the Latest NAV as of 26 Nov 2020 is ₹38.20.
The Principal Multi Cap Growth Fund Dividend Half Yearly 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.
