Principal Focused Multicap Fund (Equity, Multi Cap)

Moderately High
13 yrs 12 monthsStarted on:11 Nov 2005
₹ 330.01 Cras on: 18 Oct 2019
Long Term Horizon
2.61%
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

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Tenure

TenureReturns (CAGR)
YTD5.92
1 Month7.70
3 Month3.06
1 YR12.60
2 YR4.72
3 YR8.18

SIP Returns

TenureReturns (CAGR)
1 YR10.76
2 YR5.71
3 YR7.14
5 YR8.4
10 YR10.94

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.91
Reliance Industries Ltd.6.64
Kotak Mahindra Bank Ltd.5.88
Hindustan Unilever Ltd.5.23
ICICI Bank Ltd.5.21
Housing Development Finance Corpn. Ltd.4.27
Bajaj Finserv Ltd.3.92
Abbott India Ltd.3.9
Bajaj Auto Ltd3.61
Infosys Ltd.3.55

Top Sectoral Holdings

Sector Name% Assets
Financial30.64
FMCG15.89
Construction9.88
Chemicals8.29
Technology6.78
Energy6.64
Metals6.51
Automobile5.66
Healthcare5.09
Engineering2.33

Indicators

LabelValue
Portfolio turnover ratio45
Standard Deviation13.19%
Beta0.97%
Sharpe Ratio0.21

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