| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.82% |
| NAV | ₹26.32 (10 Aug 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹380 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 9.2% |
| HDFC Bank Ltd. | Financial | Equity | 7.0% |
| Infosys Ltd. | Technology | Equity | 6.1% |
| Hindustan Unilever Ltd. | FMCG | Equity | 5.1% |
| ICICI Bank Ltd. | Financial | Equity | 4.6% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 4.3% |
| Abbott India Ltd. | Healthcare | Equity | 4.0% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.7% |
| Bharti Airtel Ltd. | Communication | Equity | 3.6% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.3% |
Principal Focused Multicap Fund Direct Dividend Half Yearly is a Equity Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Dhimant Shah is the Current Fund Manager of Principal Focused Multicap Fund Direct Dividend Half Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹380 Cr and the Latest NAV as of 10 Aug 2020 is ₹26.32.
The Principal Focused Multicap Fund Direct Dividend Half Yearly is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 300. Exit load of 0.25% if redeemed within 7 days.
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by predominantly investing in companies having a large market capitalization.
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.