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Principal Focused Multicap IDCW Half Yearly

Equity
Focused
Very High Risk
65.22%
1Y return
+0.24% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Sep 2021₹37.67
Min. SIP amountNA
Rating4star
Fund size₹657.94 Cr

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns65.2%20.6%15.8%16.2%
Category average52.1%14.5%14.5%NA
Rank with in category171011NA
Understand termsinfo

Holdings (30)

NameSectorInstrumentAssets
TechnologyEquity8.1%
FinancialEquity7.1%
FinancialEquity6.1%
EnergyEquity5.8%
FinancialEquity5.0%
FinancialEquity4.0%
ChemicalsEquity3.9%
ServicesEquity3.9%
State Bank of India
FinancialEquity3.9%
ConstructionEquity3.6%
See All

Pros and cons

info
Category: Equity Focused
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Pros

Age is more than 10 years
1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
10Y Returns are higher than the category average returns
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Cons

Higher expense ratio - 2.49%

Expense ratio, exit load and tax

Expense ratio: 2.48%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 7 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Ravi Gopalakrishnan
Oct 2019 - Present
View details
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Dhimant Shah
Jul 2017 - Present
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Fund house & investment objective

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Fund house contact details

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