Principal Focused Multicap Fund (Equity, Multi Cap)

Moderately High
14 yrs 6 monthsStarted on:11 Nov 2005
₹ 365.55 Cras on: 09 Apr 2020
Long Term Horizon
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.

Exit Load

If redeemed on or before 1 Year from the date of allotment - 1%.

Scheme Documents

Similar Funds
Franklin India Equity Fund
Current NAV 579.94
Return (CAGR) 18.68%
Value Research NA
SBI Focused Equity Fund
Current NAV 126.77
Return (CAGR) 17.80%
Value Research
Axis Focused 25 Fund
Current NAV 24.43
Return (CAGR) 12.16%
Value Research
Kotak Standard Multicap Fund
Current NAV 28.39
Return (CAGR) 10.36%
Value Research
DSP Equity Fund
Current NAV 34.54
Return (CAGR) 17.95%
Value Research NA
Motilal Oswal Multicap 35 Fund
Current NAV 20.62
Return (CAGR) 12.92%
Value Research
Aditya Birla SL Equity Fund
Current NAV 575.75
Return (CAGR) 20.61%
Value Research
Principal Multicap Fund
Current NAV 111.62
Return (CAGR) 13.19%
Value Research
ICICI Pru Multicap Fund
Current NAV 220.56
Return (CAGR) 12.88%
Value Research
UTI CCF Investment Plan Fund
Current NAV 30.31
Return (CAGR) 7.10%
Value Research
Tata Multicap Fund
Current NAV 9.09
Return (CAGR) -5.85%
Value Research NA
Mirae Asset Focused Fund
Current NAV 8.96
Return (CAGR) -10.39%
Value Research NA


TenureReturns (CAGR)
3 YR2.57

SIP Returns

TenureReturns (CAGR)
5 YR2
10 YR7.64


Company Name% Assets
HDFC Bank Ltd.7.02
Hindustan Unilever Ltd.6.8
Reliance Industries Ltd.6.23
ICICI Bank Ltd.5.59
Abbott India Ltd.5.11
Navin Fluorine International Ltd.4.29
Infosys Ltd.4
Housing Development Finance Corpn. Ltd.3.96
Nestle India Ltd.3.66
Shree Cement Ltd.3.33

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio52
Standard Deviation17.16%

Ravi Gopalakrishnan

Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
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.

Other Funds Managed by Ravi Gopalakrishnan