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Principal Multi Cap Growth Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
146.570 0.35 (0.24%)

NAV as on 24 May, 2018

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : PRINCIPAL Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Diversified Equity category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

View Top ranked funds in this category

Close Principal Growth Fund has been renamed as Principal Multi Cap Growth Fund w.e.f. April 23, 2018
Benchmark Index:
 
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Returns (NAV as on 24 May, 2018)

Period Returns (%) Rank #
1 mth -4.7 193
3 mth -2.9 150
6 mth -4.0 136
1 year 16.2 40
2 year 26.0 19
3 year 14.9 25
5 year 21.6 27

# Moneycontrol Rank within 227 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -7.6 - - - -
2017 16.5 6.1 3.6 12.6 49.0
2016 -6.9 9.8 10.0 -8.3 6.4
2015 1.6 -0.4 -4.4 4.4 3.2
2014 6.2 25.4 4.2 6.9 49.8
2013 -10.4 0.6 -1.4 16.4 6.7

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -4.7 -2.9 -4.0 16.2 26.0 14.9 21.6
Category avg -3.4 -2.4 -2.8 8.9 17.0 8.7 11.4
Difference of Fund returns and Category returns -1.3 -0.5 -1.2 7.3 9.0 6.2 10.2
Best of category 1.4 6.1 11.1 35.5 39.8 23.6 28.0
Worst of category -7.6 -19.2 -23.2 -15.6 4.3 0.2 6.4
Benchmark returns # -2.9 -2.3 -1.4 12.4 18.4 9.7 14.2
Difference of Fund returns and Benchmark returns -1.8 -0.6 -2.6 3.8 7.6 5.2 7.4
Principal Multi Cap Growth Fund - Direct Plan (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 01, 2013
Benchmark NIFTY 500
Asset Size (Rs cr) 25.43 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager P. V. K. Mohan
View performance of schemes managed by the Fund Manager
Notes Principal Growth Fund has been renamed as Principal Multi Cap Growth Fund w.e.f. April 23, 2018

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 365 days from the date of allotment.

Contact Details

Regd. Office Principal Mutual Fund, Exchange Plaza, 'B' Wing, 2nd Floor, NSE Building, Bandra Kurla Complex, Bandra (E), Mumbai, 400 051
Tel. No. 022 - 2202 1111
Fax No. 91 22 2204 4990
Email customer@principalindia.com
Website http://www.principalindia.com/

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Multi Cap - Direct (G) Rank 4
1,312.08 -3.7 -4.8 12.7 7.3 17.5
ICICI Pru Dynamic Plan (G) Rank 3
9,495.08 -2.8 -2.3 10.5 10.0 17.7
ICICI Pru Value Discovery Fund (G) Rank 5
14,066.47 -2.7 -2.2 6.7 7.0 21.0
ICICI Pru Value Discovery - DP (G) Rank 5
2,820.26 -2.5 -1.7 7.8 8.2 22.2
ICICI Pru Dynamic Plan - Direct (G) Rank 2
1,316.71 -2.5 -1.7 11.7 11.0 18.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 18)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 27.68 4.05
ICICI Bank Banking/Finance 22.13 3.24
Reliance Oil & Gas 19.97 2.92
Infosys Technology 19.69 2.88
Larsen Engineering 19.29 2.82
HDFC Banking/Finance 17.57 2.57
Bajaj Electric Cons Durable 17.20 2.52
ITC Tobacco 16.36 2.39
SBI Banking/Finance 16.11 2.36
HCL Tech Technology 15.68 2.29

Full Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

Banking/Finance 24.20 27.27 27.27
Food & Beverage 7.87 6.63 6.63
Technology 7.30 5.62 5.62
Cement 6.31 6.36 6.36
Manufacturing 6.21 6.04 6.04
Automotive 6.19 6.42 6.42

View All Sectors

Asset Allocation (%)(Apr 30, 18)

Equity 93.45
Others 0.01
Debt 0.00
Mutual Funds 0.93
Money Market 0.00
Cash / Call 5.61

View All

Concentration

Holdings (%)
Top 5 15.91
Top 10 28.04
Sector (%)
Top 3 39.37

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