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you are here: Moneycontrol Mutual Funds Multi Cap Fund 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
131.930 -1.34 ( -1.01 %)
NAV as on 19 Oct, 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

Chart

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Returns (NAV as on Oct 19, 2018)
Period Returns(%) Rank#
1 Month -8.4 46
3 Months -3.7 21
6 Months -10.9 47
1 Year -5.9 33
2 Years 8.8 8
3 Years 10.9 5
5 Years 18.2 13

# Moneycontrol Rank within 102 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 -7.8 -1.9 -0.3 - -
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 (Multi Cap Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -8.4 -3.7 -10.9 -5.9 8.8 10.9 18.2
Category average -8.7 -5.7 -7.5 -4.2 4.3 5.3 8.1
Difference of Fund returns and Category returns 0.3 2 -3.4 -1.7 4.5 5.6 10.1
Best of Category -1.7 0.3 0.3 4.5 11.3 12.2 22.9
Worst of Category -11.6 -12.8 -15 -20.8 -8.5 -3.1 8.9
Benchmark returns # -9.5 -6.4 -7.6 -3.3 7.3 7.7 12.8
Difference of Fund returns and Benchmark returns 1.1 2.7 -3.3 -2.6 1.5 3.2 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:

  • Benchmark:

    Nifty 500

  • Asset size (Rs Cr):

    654.5 ( Sep 30, 2018 )

  • Asset Date:

    Sep 30, 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(%)
Motilal Oswal Multicap 35 Fund - Regular Plan (G) 8,193.83 23 -12.8 -14.8 -12.1 8.4 0.0
HDFC Equity Fund (G) 14,986.53 589.9 0.1 -4.9 0.1 8.2 16.3
Franklin India Equity Fund (G) 9,452.60 541.6 -5.4 -6.9 -4.0 6.3 16.6
Motilal Oswal Multicap 35 Fund - Direct Plan (G) 5,482.30 24.1 -12.6 -14.4 -11.3 9.4 0.0
Kotak Standard Multicap Fund - Regular Plan (G) 15,878.88 31 -6.9 -6.3 -4.1 9.6 17.9
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Aug 31, 2018
Company Sector Value %Assets
HDFC Bank Banking/Finance 33.88 4.67
Reliance Oil & Gas 33.19 4.57
ITC Tobacco 26.76 3.68
TCS Technology 25.66 3.53
ICICI Bank Banking/Finance 21.35 3.50
Infosys Technology 20.29 2.94
SBI Banking/Finance 25.44 2.79
Dabur India Cons NonDurable 18.06 2.64
Larsen Engineering 18.86 2.60
HDFC Banking/Finance 19.20 2.49
Asset Allocation (%) As on Aug 31, 2018
Equity 93.17
Others 0.00
Debt 0.00
Mutual Funds 0.90
Money Market 0.06
Cash / Call 5.87
Sector Allocation (%) As on Aug 31, 2018
Sector %
Banking/Finance 24.19
Technology 8.52
Food & Beverage 6.56
Automotive 5.46
Cement 5.32
Metals & Mining 5.22
Concentration As on Aug 31, 2018
Holdings %
Top 5 19.95
Top 10 93.17
Sectors %
Top 3
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