Principal Multicap (Equity, Multi Cap)

Moderately High
18 yrs 2 monthsStarted on:25 Oct 2000
₹ 823.22 Cras on: 18 Dec 2018
Long Term Horizon
2.45%
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 Month1.16
2 YR16.46
3 YR13.87

SIP Returns

TenureReturns (CAGR)
2 YR3.12
3 YR10.17
5 YR12.26
10 YR14.75

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.21
ICICI Bank Ltd.4.78
Reliance Industries Ltd.4.17
ITC Ltd.3.74
Tata Consultancy Services Ltd.3.43
Larsen & Toubro Ltd.3.01
Tata Power Co. Ltd.2.89
State Bank of India2.74
Marico Ltd.2.41
Infosys Ltd.2.4

Top Sectoral Holdings

Sector Name% Assets
Financial24.62
FMCG12.94
Construction11.71
Energy9.81
Technology8.16
Automobile5.94
Chemicals4.72
Healthcare4.16
Metals3.19
Services2.36

Indicators

LabelValue
Portfolio turnover ratio24
Standard Deviation17.77%
Beta1.13%
Sharpe Ratio0.4

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.
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