Principal Multicap Fund (Equity, Multi Cap)

Moderately High
18 yrs 12 monthsStarted on:25 Oct 2000
₹ 846.54 Cras on: 18 Oct 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)
1 Month6.31
1 YR3.22
3 YR7.21

SIP Returns

TenureReturns (CAGR)
1 YR0.14
3 YR2.13
5 YR7.2
10 YR12.3

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.88
ICICI Bank Ltd.6.67
Reliance Industries Ltd.4.63
Larsen & Toubro Ltd.4.05
Kotak Mahindra Bank Ltd.3.73
Tata Consultancy Services Ltd.3.33
Infosys Ltd.3.32
ITC Ltd.3.3
State Bank of India3.3
Marico Ltd.2.84

Top Sectoral Holdings

Sector Name% Assets
Financial35.45
FMCG11.92
Technology9.35
Construction9.23
Energy8.22
Healthcare5.43
Automobile2.7
Services2.7
Chemicals2.06
Communication1.98

Indicators

LabelValue
Portfolio turnover ratio38
Standard Deviation15.3%
Beta1.08%
Sharpe Ratio0.17

Ravi Gopalakrishnan,Siddarth Mohta

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.