Principal Focused Multicap Fund Direct Growth-1.36%

2Groww
-7.84%
1 Year Return
Equity
Focused
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Principal Focused Multicap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.00%
NAV66.31 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size309 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Focused Multicap Fund Direct Growth
-7.8%
6.4%
7.8%
10.9%
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 -7.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 5Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity7.6%
    Reliance Industries Ltd.EnergyEquity6.5%
    ICICI Bank Ltd. Financial ServicesEquity4.8%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity4.8%
    ITC Ltd.Consumer GoodsEquity4.7%
    Hindustan Unilever Ltd.Consumer GoodsEquity4.7%
    Kotak Mahindra Bank Ltd.Financial ServicesEquity4.3%
    Britannia Industries Ltd.Consumer GoodsEquity3.9%
    Shree Cement Ltd.Cement & Cement ProductsEquity3.5%
    Tata Consultancy Services Ltd.ITEquity3.5%
    See All

    Fund Managers

    addDhimant Shah
    Education
    Mr. Shah is a B.Com (H) and Chartered Accountant.
    Experience
    Prior to joining HSBC AMC in 2007 he has worked with Reliance Mutual Fund, ASK Raymond James Securities Pvt. Ltd. and IL&FS AMC. s Senior Analyst from April 1997 to August 2003.
    Funds Managed

    Other Details

    Principal Focused Multicap Fund Direct Growth is a Equity Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Dhimant Shah is the Current Fund Manager of Principal Focused Multicap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹309 Cr and the Latest NAV as of 08 Jul 2019 is ₹66.31.

    The Principal Focused Multicap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 0.25% if redeemed within 7 days..

    Investment Objective

    The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by predominantly investing in companies having a large market capitalization.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    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
    24 Nov 1994
    PRINCIPAL Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    NA
    Invest Now
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