Principal Multi Cap Growth Fund Direct Growth-1.61%

3Groww
-12.67%
1 Year Return
Equity
Multi Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Principal Multi Cap Growth Fund Direct Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.39%
NAV146.45 (09 Jul 2019)
Fund Started01 Jan 2013
Fund Size818 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Multi Cap Growth Fund Direct Growth
-12.7%
7.5%
9.1%
13.2%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*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
    30
    with -12.7% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Triparty RepoCurrent AssetsMoney Market7.0%
    HDFC Bank Ltd.Financial ServicesEquity5.2%
    ICICI Bank Ltd. Financial ServicesEquity4.8%
    Reliance Industries Ltd.EnergyEquity4.2%
    ITC Ltd.Consumer GoodsEquity3.7%
    Tata Consultancy Services Ltd.ITEquity3.4%
    Larsen & Toubro Ltd.ConstructionEquity3.0%
    Tata Power Co. Ltd.EnergyEquity2.9%
    State Bank of IndiaFinancial ServicesEquity2.7%
    Marico Ltd.Consumer GoodsEquity2.4%
    See All

    Fund Managers

    addSiddarth Mohta
    Education
    Experience
    Funds Managed

    Other Details

    Principal Multi Cap Growth Fund Direct Growth is a Equity Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. P V K Mohan is the Current Fund Manager of Principal Multi Cap Growth Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹818 Cr and the Latest NAV as of 09 Jul 2019 is ₹146.45.

    The Principal Multi Cap Growth Fund Direct Growth is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 365 days..

    Investment Objective

    The primary investment objective of the scheme is to achieve long-term capital appreciation.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 365 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
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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