Principal Growth Fund (Equity, Multi Cap)

Moderately High
17 yrs 6 monthsStarted on:25 Oct 2000
₹ 629.44 Cras on: 20 Apr 2018
Long Term Horizon
2.56%
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)
1 Month5.95
1 YR21.16
2 YR26.22
3 YR16.10

SIP Returns

TenureReturns (CAGR)
1 YR14.06
2 YR22.75
3 YR21.36
5 YR20.92
10 YR17.41

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.27
ICICI Bank Ltd.3.44
Infosys Ltd.2.95
Reliance Industries Ltd.2.91
Larsen & Toubro Ltd.2.87
Housing Development Finance Corpn. Ltd.2.71
ITC Ltd.2.36
Bajaj Electricals Ltd.2.35
HCL Technologies Ltd.2.29
State Bank of India2.16

Top Sectoral Holdings

Sector Name% Assets
Financial22.6
Construction12.77
FMCG11.42
Energy7.97
Automobile7.94
Technology7.11
Chemicals5.83
Healthcare3.78
Services2.99
Cons Durable2.35

Indicators

LabelValue
Portfolio turnover ratio35
Standard Deviation16.67%
Beta1.18%
Sharpe Ratio0.6

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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