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you are here: Moneycontrol Mutual Funds Multi Cap Fund 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
152.360 0.79 ( 0.52 %)
NAV as on 20 Aug, 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 Multi Cap Fund category by Crisil (for quarter ended Jun 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 Aug 20, 2018)
Period Returns(%) Rank#
1 Month 6.7 42
3 Months 3.4 77
6 Months 1.8 74
1 Year 13.3 27
2 Years 18.7 3
3 Years 15.6 3
5 Years 24.8 11

# Moneycontrol Rank within 113 Multi Cap Fund 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 - - -
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 (Multi Cap Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 6.7 3.4 1.8 13.3 18.7 15.6 24.8
Category average 4.2 2.4 2.9 7.5 10.5 6.9 10.4
Difference of Fund returns and Category returns 2.5 1 -1.1 5.8 8.2 8.7 14.4
Best of Category 8.9 9.4 17.4 32.6 20.7 15.6 29.2
Worst of Category -5 -10.8 -19.1 -12.6 -3.3 -2.2 13.5
Benchmark returns # 6 8 7.5 15.6 15.6 11.9 18.9
Difference of Fund returns and Benchmark returns 0.7 -4.6 -5.7 -2.3 3.1 3.7 5.9
# 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:

    Feb 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
    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(%)
Kotak Standard Multicap Fund - Regular Plan (G) 13,158.76 35.3 8.1 9.2 12.0 13.8 24.2
Franklin India Equity Fund - Direct Plan (G) 2,189.31 642.3 6.2 5.6 10.9 10.9 22.9
HDFC Equity Fund (G) 15,669.21 646.1 6.1 2.5 9.5 10.1 21.3
Franklin India Equity Fund (G) 9,650.87 612.5 7.8 6.7 11.3 10.3 22.3
HDFC Equity Fund - Direct Plan (G) 6,217.57 681.2 9.1 5.1 12.6 11.9 22.9
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jun 30, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 1.81 5.24
ICICI Bank Banking/Finance 1.12 3.26
Infosys Technology 1.05 3.25
Reliance Oil & Gas 1.05 3.05
SBI Banking/Finance 1.12 3.04
ITC Tobacco 0.97 2.81
HDFC Banking/Finance 0.92 2.69
Larsen Engineering 0.93 2.66
TCS Technology 0.79 2.30
United Spirits Food & Beverage 0.72 2.10
Asset Allocation (%) As on Jun 30, 2018
Equity 91.60
Others 0.63
Debt 0.00
Mutual Funds 0.97
Money Market 0.00
Cash / Call 6.80
Sector Allocation (%) As on Jun 30, 2018
Sector %
Banking/Finance 25.97
Food & Beverage 8.03
Technology 7.64
Automotive 5.98
Cement 5.27
Manufacturing 5.17
Concentration As on Jun 30, 2018
Holdings %
Top 5 17.84
Top 10 91.6
Sectors %
Top 3 41.64
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