Principal Multicap (Equity, Multi Cap)

Moderately High
18 yrs 4 monthsStarted on:25 Oct 2000
₹ 819.11 Cras on: 15 Feb 2019
Long Term Horizon
2.36%
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)
2 YR9.06
3 YR16.89

SIP Returns

TenureReturns (CAGR)
3 YR4.76
5 YR8.76
10 YR13.15

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.11
ICICI Bank Ltd.4.93
Reliance Industries Ltd.4.41
ITC Ltd.3.66
Tata Consultancy Services Ltd.3.53
Kotak Mahindra Bank Ltd.2.95
State Bank of India2.84
Larsen & Toubro Ltd.2.77
Tata Power Co. Ltd.2.72
Infosys Ltd.2.71

Top Sectoral Holdings

Sector Name% Assets
Financial26.65
FMCG12.99
Construction11.67
Energy9.76
Technology8.62
Automobile5.23
Healthcare4.82
Chemicals3.89
Metals3.01
Services2.36

Indicators

LabelValue
Portfolio turnover ratio22
Standard Deviation17.07%
Beta1.11%
Sharpe Ratio0.55

P V K Mohan,Siddarth Mohta

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