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

Principal Multi Cap Growth Fund - Direct Plan (G)

Previous Name: Principal Growth Fund - Direct Plan (G)
Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 119452
141.240 -0.93 ( -0.65 %)
NAV as on 12 Nov, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Sep 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

Chart

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  • View Historic Graph

Returns (NAV as on Nov 12, 2018)
Period Returns(%) Rank#
1 Month 2.1 1
3 Months -6.6 1
6 Months -7.0 1
1 Year -6.7 1
2 Years 14.1 1
3 Years 14.6 1
5 Years 19.4 1

# Moneycontrol Rank within 2 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 -7.6 -1.6 -0.1 - -
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

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Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 2.1 -6.6 -7 -6.7 14.1 14.6 19.4
Category average 5.4 -7.1 -7.9 -7 12.6 13.5 18.3
Difference of Fund returns and Category returns -3.3 0.5 0.9 0.3 1.5 1.1 1.1
Best of Category 2.1 -6.6 -7 -6.7 14.1 14.6 19.4
Worst of Category 2 -6.9 -7.5 -7.6 13.1 13.7 18.5
Benchmark returns # 1.1 -8.3 -5.7 -2.5 13.2 10.7 13.8
Difference of Fund returns and Benchmark returns 1 1.7 -1.3 -4.2 0.9 3.9 5.6
# Benchmark Index: Nifty 500

Investment Information

Investment Objective

To achieve long term capital appreciation.rn

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Jan 01, 2013

  • Benchmark:

    Nifty 500

  • Asset size (Rs Cr):

    25.43 ( 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 / Siddarth Mohta
    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(%)
Principal Multi Cap Growth Fund (G) 589.07 135.5 -6.9 -7.5 -7.6 13.7 18.5
Principal Multi Cap Growth Fund - Direct Plan (G) 25.43 141.3 -6.6 -7.0 -6.7 14.6 19.4
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
Reliance Oil & Gas 1.78 4.97
HDFC Bank Banking/Finance 1.81 4.87
TCS Technology 1.34 3.98
ITC Tobacco 1.45 3.68
Infosys Technology 1.10 3.20
ICICI Bank Banking/Finance 1.17 3.02
Larsen Engineering 0.92 2.59
Dabur India Cons NonDurable 0.95 2.53
HDFC Banking/Finance 0.88 2.42
Chambal Fert Chemicals 0.73 1.99
Asset Allocation (%) As on Sep 29, 2018
Equity 90.15
Others 1.97
Debt 0.00
Mutual Funds 0.96
Money Market 0.06
Cash / Call 6.86
Sector Allocation (%) As on Sep 29, 2018
Sector %
Banking/Finance 22.68
Technology 9.38
Food & Beverage 5.52
Automotive 5.08
Cement 4.98
Oil & Gas 4.97
Concentration As on Sep 29, 2018
Holdings %
Top 5 20.7
Top 10 90.15
Sectors %
Top 3
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