Principal Multicap Fund (Equity, Multi Cap)

Moderately High
19 yrs 6 monthsStarted on:25 Oct 2000
₹ 689.97 Cras on: 27 Mar 2020
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

Similar Funds
Franklin India Equity Fund
Current NAV 579.94
Return (CAGR) 18.68%
Value Research NA
Axis Focused 25 Fund
Current NAV 23.9
Return (CAGR) 11.90%
Value Research
SBI Focused Equity Fund
Current NAV 119.87
Return (CAGR) 17.42%
Value Research
Kotak Standard Multicap Fund
Current NAV 26.87
Return (CAGR) 9.82%
Value Research
DSP Equity Fund
Current NAV 32.69
Return (CAGR) 17.70%
Value Research NA
Principal Focused Multicap Fund
Current NAV 54.9
Return (CAGR) 12.57%
Value Research
Motilal Oswal Multicap 35 Fund
Current NAV 19.72
Return (CAGR) 12.16%
Value Research
Aditya Birla SL Equity Fund
Current NAV 542.73
Return (CAGR) 20.31%
Value Research
UTI CCF Investment Plan Fund
Current NAV 28.54
Return (CAGR) 6.72%
Value Research
ICICI Pru Multicap Fund
Current NAV 205.36
Return (CAGR) 12.58%
Value Research
Tata Multicap Fund
Current NAV 8.52
Return (CAGR) -9.77%
Value Research NA
Mirae Asset Focused Fund
Current NAV 8.49
Return (CAGR) -15.09%
Value Research NA

Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR6.63

Portfolio

Company Name% Assets
HDFC Bank Ltd.8
ICICI Bank Ltd.7.12
Reliance Industries Ltd.5.96
Infosys Ltd.4.21
Tata Consultancy Services Ltd.3.58
Larsen & Toubro Ltd.3.49
Bharti Airtel Ltd.3.12
Glaxosmithkline Consumer Healthcare Ltd.2.82
Housing Development Finance Corpn. Ltd.2.76
Kotak Mahindra Bank Ltd.2.64

Top Sectoral Holdings

Sector Name% Assets
Financial34.81
Construction9.83
Technology9.33
FMCG8.07
Energy7.62
Services5.54
Healthcare5.26
Automobile4.37
Communication3.12
Chemicals2.7

Indicators

LabelValue
Portfolio turnover ratio57
Standard Deviation14.16%
Beta1%
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.