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you are here: Moneycontrol Mutual Funds Diversified Equity PRINCIPAL Mutual Fund Principal Multi Cap Growth Fund (G)

Principal Multi Cap Growth Fund (G)

Previous Name: Principal Growth Fund - (G)
Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 100967
Fact Sheet Buy
141.520 0.93 ( 0.66 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Very Good performance in the category

The scheme is ranked 1 in Diversified Equity category by Crisil (for quarter ended Mar 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Principal Growth Fund has been renamed as Principal Multi Cap Growth Fund w.e.f. April 23, 2018

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Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month - -
3 Months 1.8 152
6 Months -6.3 147
1 Year 8.5 89
2 Years 21.2 25
3 Years 14.2 31
5 Years 21.8 34

# Moneycontrol Rank within 221 Diversified Equity Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -7.8 - - - -
2017 16.3 6.0 3.4 12.4 47.9
2016 -7.1 9.6 9.8 -8.5 5.7
2015 1.4 -0.6 -4.5 4.2 2.5
2014 6.0 25.2 4.1 6.7 48.9
2013 -9.5 0.5 -1.5 16.2 7.2

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0 1.8 -6.3 8.5 8.5 21.2 14.2
Category average 0 0.7 -4.7 5.5 13.9 9.2 11.8
Difference of Fund returns and Category returns 0 1.1 -1.6 3 -5.4 12 2.4
Best of Category 3.5 12 13.1 32.6 26.8 24.7 28.9
Worst of Category -6.6 -16.8 -25.4 -19.4 0.8 0.2 7.1
Benchmark returns # 1.7 4.4 -1.4 10.4 16.3 10.5 16.4
Difference of Fund returns and Benchmark returns 0 -2.6 -4.9 -1.9 -7.8 10.7 -2.2
# Benchmark Index: NIFTY 500

Investment Information

Investment Objective

To achieve long-term capital appreciation.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

  • Benchmark:

    NIFTY 500

  • Asset size (Rs Cr):

    589.07 ( Mar 31, 2018 )

  • Asset Date:

    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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
ICICI Prudential Multi-Asset Fund - Institutional Plan (G) 0.05 24.9 0.3 -3.4 9.2 11.7 19.4
ICICI Prudential Value Discovery Fund (G) 14,066.47 144.4 3.8 -1.4 7.6 7.9 23.2
ICICI Prudential Value Discovery Fund - Direct Plan (G) 2,820.26 152.3 4.0 -0.9 8.7 9.2 24.4
Franklin India Equity Fund - Direct Plan (G) 2,189.31 615.5 4.2 -1.2 10.2 11.0 20.8
Franklin India Equity Fund (G) 9,650.87 584.4 3.9 -1.7 9.0 9.8 19.6
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Apr 30, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 27.68 4.05
ICICI Bank Banking/Finance 22.13 3.24
Reliance Oil & Gas 19.69 2.92
Infosys Technology 19.97 2.88
Larsen Engineering 19.29 2.82
HDFC Banking/Finance 17.57 2.57
Bajaj Electric Cons Durable 16.36 2.52
ITC Tobacco 17.20 2.39
SBI Banking/Finance 15.68 2.36
HCL Tech Technology 16.11 2.29
Asset Allocation (%) As on Apr 30, 2018
Equity 93.45
Others 0.01
Debt 0.00
Mutual Funds 0.93
Money Market 0.00
Cash / Call 5.61
Sector Allocation (%) As on Apr 30, 2018
Sector %
Banking/Finance 24.20
Food & Beverage 7.87
Technology 7.30
Cement 6.31
Manufacturing 6.21
Automotive 6.19
Concentration As on Apr 30, 2018
Holdings %
Top 5 15.91
Top 10 93.45
Sectors %
Top 3 39.37
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