Principal Multicap Fund (Equity, Multi Cap)

Moderately High
18 yrs 10 monthsStarted on:25 Oct 2000
₹ 832.04 Cras on: 19 Aug 2019
Long Term Horizon
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 Advantage Fund
Current NAV 80.53
Return (CAGR) 17.02%
Value Research NA
UTI Bluechip Flexicap Fund
Current NAV 35.23
Return (CAGR) 10.81%
Value Research NA
Motilal Oswal Multicap 35 Fund
Current NAV 24.64
Return (CAGR) 18.50%
Value Research
Axis Focused 25 Fund
Current NAV 27.54
Return (CAGR) 15.24%
Value Research
SBI Focused Equity Fund
Current NAV 135.03
Return (CAGR) 19.14%
Value Research
Aditya Birla SL Equity Fund
Current NAV 682.46
Return (CAGR) 22.28%
Value Research
ICICI Pru Multicap Fund
Current NAV 275.85
Return (CAGR) 14.25%
Value Research
DSP Equity Fund
Current NAV 38.2
Return (CAGR) 19.05%
Value Research NA
IDFC Multi Cap Fund
Current NAV 87.9
Return (CAGR) 16.93%
Value Research
HDFC Equity Fund
Current NAV 631.35
Return (CAGR) 18.32%
Value Research
Principal Focused Multicap Fund
Current NAV 60.86
Return (CAGR) 14.01%
Value Research
Reliance Multi Cap Fund
Current NAV 88.67
Return (CAGR) 16.36%
Value Research


TenureReturns (CAGR)
2 YR0.55
3 YR7.67

SIP Returns

TenureReturns (CAGR)
3 YR0.06
5 YR6.09
10 YR11.83


Company Name% Assets
HDFC Bank Ltd.6.45
ICICI Bank Ltd.6.15
Reliance Industries Ltd.4.13
State Bank of India4.12
Larsen & Toubro Ltd.3.88
Tata Consultancy Services Ltd.3.8
Kotak Mahindra Bank Ltd.3.51
ITC Ltd.3.5
Infosys Ltd.3.33
Marico Ltd.2.69

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio29
Standard Deviation15.35%
Sharpe Ratio0.25

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 Canara Robeco AMC he has worked with Pramerica Asset Managers Pvt. Ltd., Hudson Fairfax Group,USA, Principal PNB AMC Pvt. Ltd. and Sun F & C Asset Management Ltd.