Principal Growth Fund (Equity, Multi Cap)

Moderately High
17 yrs 8 monthsStarted on:25 Oct 2000
₹ 673.52 Cras on: 20 Jun 2018
Long Term Horizon
2.47%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.

Exit Load

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

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month1.14
1 YR8.38
2 YR20.95
3 YR14.78

SIP Returns

TenureReturns (CAGR)
2 YR13.22
3 YR16.35
5 YR17.59
10 YR16.33

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.22
ICICI Bank Ltd.3.96
State Bank of India3.1
Infosys Ltd.3
Reliance Industries Ltd.2.84
ITC Ltd.2.81
Larsen & Toubro Ltd.2.8
Housing Development Finance Corpn. Ltd.2.54
Bombay Burmah Trdg. Corpn. Ltd.2.29
Tata Consultancy Services Ltd.2.13

Top Sectoral Holdings

Sector Name% Assets
Financial26.78
FMCG12.74
Construction11.39
Energy8.31
Automobile7.85
Technology7.14
Chemicals5.52
Healthcare3.8
Services3.14
Cons Durable1.88

Indicators

LabelValue
Portfolio turnover ratio29
Standard Deviation17.21%
Beta1.19%
Sharpe Ratio0.5

P V K Mohan

Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.
Prior to joining Principal AMC he has worked with UTI AMC.

Other Funds Managed by P V K Mohan

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