Fund Details
Principal Focused Multicap Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.51% |
| NAV | ₹100.91 (23 Jul 2021) |
|---|---|
| Fund Started | 11 Nov 2005 |
| Fund Size | ₹600 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y 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. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.51%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 8.2% |
| ICICI Bank Ltd. | Financial | Equity | 6.8% |
| HDFC Bank Ltd. | Financial | Equity | 6.3% |
| Reliance Industries Ltd. | Energy | Equity | 6.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.8% |
| State Bank of India | Financial | Equity | 4.2% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 4.0% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.5% |
| Avenue Supermarts Ltd. | Services | Equity | 3.4% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 3.3% |
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 ₹600 Cr and the Latest NAV as of 23 Jul 2021 is ₹100.91.
The Principal Focused Multicap Growth is rated Very 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.
