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Principal Focused Multicap Growth-0.78%

19.57%
1 Year Return
Equity
Focused
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Principal Focused Multicap Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio2.53%
NAV₹83.83 (25 Jan 2021)
Fund Started11 Nov 2005
Fund Size483 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
19.6%
9.4%
14.7%
11.6%
Category Average
14.3%
6.3%
13.3%
-
Rank Within Category
11
8
13
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 19.6% returns per annum

Comparison

Data not available
Pros
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
Cons
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

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity8.1%
Infosys Ltd.TechnologyEquity8.1%
ICICI Bank Ltd.FinancialEquity7.9%
Reliance Industries Ltd.EnergyEquity7.0%
Housing Development Finance Corpn. Ltd.FinancialEquity6.2%
Bajaj Finserv Ltd.FinancialEquity6.1%
Bharti Airtel Ltd.CommunicationEquity4.0%
Larsen & Toubro Ltd.ConstructionEquity3.7%
State Bank of IndiaFinancialEquity3.6%
Avenue Supermarts Ltd.ServicesEquity3.5%
See All

Fund Managers

Ravi Gopalakrishnan
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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.

Scheme Information Document(SID)

₹300
Min for First Investment
₹300
Min for Second Investment
Exit load of 0.25% if redeemed within 7 days.
Exit Load

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About Principal Mutual Fund

Address
Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
Phone
022-67720555
Launch Date
25 Nov 1994
Principal Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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