Fund Details
Principal Focused Multicap Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.53% |
| NAV | ₹83.83 (25 Jan 2021) |
|---|---|
| Fund Started | 11 Nov 2005 |
| Fund Size | ₹483 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. 1Y Returns are higher than the benchmark
4. Age is more than 10 years
5. 1Y Returns are higher than the category average returns
6. 3Y Returns are higher than the category average returns
7. 5Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio
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. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
8. Risk-adjusted returns are lower compared to the category
9. Higher expense ratio - 2.58%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.1% |
| Infosys Ltd. | Technology | Equity | 8.1% |
| ICICI Bank Ltd. | Financial | Equity | 7.9% |
| Reliance Industries Ltd. | Energy | Equity | 7.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 6.2% |
| Bajaj Finserv Ltd. | Financial | Equity | 6.1% |
| Bharti Airtel Ltd. | Communication | Equity | 4.0% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.7% |
| State Bank of India | Financial | Equity | 3.6% |
| Avenue Supermarts Ltd. | Services | Equity | 3.5% |
Fund Managers
Principal Focused Multicap Growth Details
Principal Focused Multicap Growth is a Equity Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to investors on 11 Nov 2005. Dhimant Shah is the Current Fund Manager of Principal Focused Multicap Growth fund.The fund currently has an Asset Under Management(AUM) of ₹483 Cr and the Latest NAV as of 25 Jan 2021 is ₹83.83.
The Principal Focused Multicap Growth 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.
Investment Objective
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
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.
