Principal Focused Multicap Growth+0.95%

5.11%
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 Ratio2.58%
NAV69.00 (27 Oct 2020)
Fund Started11 Nov 2005
Fund Size399 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Focused Multicap Growth
5.1%
4.4%
8.2%
13.8%
Category Average
2.5%
2.2%
7.3%
-
Rank within category
13
12
15
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.1% annual returns

    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
    Reliance Industries Ltd.EnergyEquity9.5%
    HDFC Bank Ltd.FinancialEquity6.9%
    Infosys Ltd.TechnologyEquity6.0%
    Nestle India Ltd.FMCGEquity5.2%
    Navin Fluorine International Ltd.ChemicalsEquity4.6%
    Hindustan Unilever Ltd.FMCGEquity4.5%
    ICICI Bank Ltd.FinancialEquity4.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.5%
    Abbott India Ltd.HealthcareEquity4.0%
    Tata Consultancy Services Ltd.TechnologyEquity3.9%
    See All

    Fund Managers

    addRavi Gopalakrishnan
    Education
    Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
    Experience
    Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
    Funds Managed

    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 ₹399 Cr and the Latest NAV as of 27 Oct 2020 is ₹69.00.

    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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