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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
140.570 0.47 ( 0.34 %)
NAV as on 07 Dec, 2018
Crisil MF Rank
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MODERATELY HIGH
FUND CLASS
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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

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Returns (NAV as on Dec 07, 2018)
Period Returns(%) Rank#
1 Month -0.5 1
3 Months -9.0 1
6 Months -5.3 1
1 Year -7.1 1
2 Years 16.0 1
3 Years 13.7 1
5 Years 18.2 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 -0.5 -9 -5.3 -7.1 16 13.7 18.2
Category average -0.6 -9.3 -5.8 -8.1 15 12.8 17.4
Difference of Fund returns and Category returns 0.1 0.3 0.5 1 1 0.9 0.8
Best of Category -0.5 -9 -5.3 -7.1 16 13.7 18.2
Worst of Category -0.6 -9.3 -5.8 -8.1 15 12.8 17.4
Benchmark returns # 0.1 -9.5 -3.9 -1.8 13.2 10.8 12.8
Difference of Fund returns and Benchmark returns -0.6 0.5 -1.4 -5.3 2.8 2.9 5.4
# 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):

    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) 589.07 134.8 -9.3 -5.8 -8.1 12.8 17.4
Principal Multi Cap Growth Fund - Direct Plan (G) 25.43 140.6 -9.0 -5.3 -7.1 13.7 18.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Oct 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 34.38 4.82
ICICI Bank Banking/Finance 22.60 4.31
Reliance Oil & Gas 38.50 3.91
TCS Technology 31.24 3.48
ITC Tobacco 27.80 3.25
Tata Power Utilities 17.83 2.83
Larsen Engineering 22.41 2.81
Infosys Technology 25.96 2.55
Marico Cons NonDurable 17.74 2.23
Dabur India Cons NonDurable 20.34 2.22
Asset Allocation (%) As on Oct 31, 2018
Equity 89.66
Others 0.00
Debt 0.00
Mutual Funds 0.82
Money Market 0.05
Cash / Call 9.47
Sector Allocation (%) As on Oct 31, 2018
Sector %
Banking/Finance 23.10
Technology 8.53
Food & Beverage 5.45
Cement 5.42
Engineering 5.28
Utilities 4.73
Concentration As on Oct 31, 2018
Holdings %
Top 5 19.77
Top 10 89.66
Sectors %
Top 3
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