| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.51% |
| NAV | ₹31.46 (03 Jul 2020) |
|---|---|
| Fund Started | 25 Oct 2000 |
| Fund Size | ₹565 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 8.0% |
| HDFC Bank Ltd. | Financial | Equity | 7.7% |
| Infosys Ltd. | Technology | Equity | 4.9% |
| ICICI Bank Ltd. | Financial | Equity | 4.8% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.3% |
| Bharti Airtel Ltd. | Communication | Equity | 3.9% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.3% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.9% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.6% |
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 ₹565 Cr and the Latest NAV as of 03 Jul 2020 is ₹31.46.
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
The primary investment objective of the scheme is to achieve long-term capital appreciation.
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.