Principal Focused Multicap Fund (Equity, Multi Cap)

Moderately High
14 yrs 1 monthsStarted on:11 Nov 2005
₹ 350.7 Cras on: 06 Dec 2019
Long Term Horizon
2.59%
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)
YTD10.20
1 Month1.31
3 Month12.48
1 YR12.61
2 YR6.78
3 YR12.19

SIP Returns

TenureReturns (CAGR)
1 YR16.38
2 YR9.26
3 YR8.88
5 YR9.61
10 YR11.43

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.4
Reliance Industries Ltd.6.87
Hindustan Unilever Ltd.5.4
Kotak Mahindra Bank Ltd.5.29
ICICI Bank Ltd.5.24
Housing Development Finance Corpn. Ltd.4.33
Abbott India Ltd.4.08
Bajaj Auto Ltd3.75
Navin Fluorine International Ltd.3.53
Bajaj Finserv Ltd.3.52

Top Sectoral Holdings

Sector Name% Assets
Financial30.89
FMCG15.96
Construction9.64
Chemicals8.93
Energy6.87
Technology6.03
Automobile5.92
Healthcare5.32
Metals4.53
Engineering2.16

Indicators

LabelValue
Portfolio turnover ratio45
Standard Deviation12.9%
Beta0.98%
Sharpe Ratio0.47

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