Principal Multicap Fund (Equity, Multi Cap)

Moderately High
19 yrs 5 monthsStarted on:25 Oct 2000
₹ 722.63 Cras on: 25 Feb 2020
Long Term Horizon
2.27%
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)
YTD2.11
1 Month0.15
3 Month2.95
1 YR10.60
2 YR0.35
3 YR8.98

SIP Returns

TenureReturns (CAGR)
1 YR10.6
2 YR4.65
3 YR4.17
5 YR8.69
10 YR12.86

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.96
ICICI Bank Ltd.7.19
Reliance Industries Ltd.6.05
Infosys Ltd.4.27
Larsen & Toubro Ltd.3.85
Tata Consultancy Services Ltd.3.55
Housing Development Finance Corpn. Ltd.2.92
Bharti Airtel Ltd.2.82
Kotak Mahindra Bank Ltd.2.63
State Bank of India2.55

Top Sectoral Holdings

Sector Name% Assets
Financial37.14
Technology9.45
Construction9.23
FMCG7.83
Energy7.83
Healthcare4.88
Automobile4.61
Services4.15
Communication2.82
Metals2.75

Indicators

LabelValue
Portfolio turnover ratio58
Standard Deviation14.1%
Beta1.05%
Sharpe Ratio0.35

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.