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
2.40%
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)
2 YR0.55
3 YR7.67

SIP Returns

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

Portfolio

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
Financial32.83
FMCG12.23
Construction12.11
Technology9.26
Energy9.03
Healthcare4.75
Chemicals4.14
Automobile2.68
Services2.67
Metals2.44

Indicators

LabelValue
Portfolio turnover ratio29
Standard Deviation15.35%
Beta1.08%
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.