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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
136.810 1.36 ( 1.00 %)
NAV as on 20 Feb, 2019
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND CLASS
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Info

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Dec 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 Feb 20, 2019)
Period Returns(%) Rank#
1 Month -4.5 1
3 Months -3.6 1
6 Months -10.2 1
1 Year -8.6 1
2 Years 8.7 1
3 Years 18.1 1
5 Years 17.7 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 0.7 -7.4
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

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 -4.5 -3.6 -10.2 -8.6 8.7 18.1 17.7
Category average -5.6 -5.6 -10.9 -10.1 8 17.3 16.8
Difference of Fund returns and Category returns 1.1 2 0.7 1.5 0.7 0.8 0.9
Best of Category -4.5 -3.6 -10.2 -8.6 8.7 18.1 17.7
Worst of Category -4.6 -3.8 -10.6 -9.5 7.7 17.1 16.8
Benchmark returns # -3.4 -1.3 -10.1 -3.3 7.2 13.7 13.4
Difference of Fund returns and Benchmark returns -1.1 -2.3 -0.1 -5.3 1.5 4.4 4.3
# Benchmark Index: Nifty 500

Investment Information

Investment Objective

To achieve long term capital appreciation.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Jan 01, 2013

  • Benchmark:

    Nifty 500

  • Asset size (Rs Cr):

    51.49 ( Dec 31, 2018 )

  • Asset Date:

    Dec 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) 732.56 131 -3.8 -10.6 -9.5 17.1 16.8
Principal Multi Cap Growth Fund - Direct Plan (G) 51.49 136.9 -3.6 -10.2 -8.6 18.1 17.7
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Dec 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 2.63 5.10
ICICI Bank Banking/Finance 2.46 4.77
Reliance Oil & Gas 2.03 3.94
ITC Tobacco 1.86 3.62
TCS Technology 1.67 3.24
Larsen Engineering 1.53 2.97
Tata Power Utilities 1.47 2.86
SBI Banking/Finance 1.44 2.80
Marico Cons NonDurable 1.28 2.48
Infosys Technology 1.20 2.33
Asset Allocation (%) As on Dec 31, 2018
Equity 93.09
Others 0.03
Debt 0.00
Mutual Funds 0.80
Money Market 0.12
Cash / Call 5.96
Sector Allocation (%) As on Dec 31, 2018
Sector %
Banking/Finance 25.82
Technology 7.84
Cement 6.13
Engineering 5.87
Food & Beverage 4.77
Utilities 4.57
Concentration As on Dec 31, 2018
Holdings %
Top 5 20.67
Top 10 93.09
Sectors %
Top 3
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