Principal Multi Cap Growth Fund - Growth - Regular Plan

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  • Net Change on 24-01-2020

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

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  • 52 Week High Nav Date

Fund Objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Principal Multi Cap Growth Fund-Growth Option 0.88 5.85 7.38 10.89 8.26 14.92
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 2.18 6.85 11.15 11.29 7.05 13.15
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Principal Multi Cap Growth Fund-Growth Option Oct 25, 2000 7.38 10.89 8.26 2.48 732.18
Kotak Standard Multicap Fund - Growth Sep 11, 2009 15.98 13.65 10.05 1.63 29,597.85
HDFC Equity Fund - Growth Option Jan 01, 1995 7.82 10.71 6.40 1.71 23,737.12
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 10.52 10.36 11.11 1.75 13,130.85
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 13.16 10.57 9.77 1.84 11,856.05
Franklin India Equity Fund - Growth Sep 29, 1994 6.68 8.54 6.40 1.81 11,194.17

Fund Holdings as on 31-December-2019

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Reliance Industries Ltd.

  • Infosys Ltd.

  • Tata Consultancy Services Ltd.

  • Kotak Mahindra Bank Ltd.

  • Larsen & Toubro Ltd.

  • ITC Ltd.

  • Housing Development Finance Corporation Ltd.

  • State Bank of India

  • Bharti Airtel Ltd.

  • GlaxoSmithKline Consumer Healthcare Ltd.

  • Maruti Suzuki India Ltd.

  • Max Financial Services Ltd.

  • Axis Bank Ltd.

  • IndusInd Bank Ltd.

  • Dabur India Ltd.

  • City Union Bank Ltd.

  • Ultratech Cement Ltd.

  • Abbott India Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Divi's Laboratories Ltd.

  • Equitas Holdings Ltd.

  • SRF Ltd.

  • HCL Technologies Ltd.

  • Britannia Industries Ltd.

  • Indian Railway Catering & Tourism Corporation Ltd.

  • TREPS 01-Jan-2020

  • Astral Poly Technik Ltd.

  • Bajaj Finance Ltd.

  • Orient Electric Ltd.

  • Voltas Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Vedanta Ltd.

  • ICICI Prudential Life Insurance Company Ltd.

  • SBI Life Insurance Company Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Birla Corporation Ltd.

  • MRF Ltd.

  • JK Cement Ltd.

  • NTPC Ltd.

  • The Indian Hotels Company Ltd.

  • Coal India Ltd.

  • Tech Mahindra Ltd.

  • Relaxo Footwears Ltd.

  • Balkrishna Industries Ltd.

  • Kajaria Ceramics Ltd.

  • Marico Ltd.

  • Zee Entertainment Enterprises Ltd.

  • Avenue Supermarts Ltd.

  • 364 DAY T-BILL 09-Jan-2020

  • Chennai Super Kings Ltd.

  • Whirlpool of India Ltd.

  • Principal Arbitrage Fund-Direct Plan -Growth

  • Crescent Finstock Ltd.

  • Milestone Global Ltd.

  • Precision Fasteners Ltd.

  • Sangam Health Care Products Ltd.

  • Mukerian Papers Ltd.

  • Noble Brothers Impex Ltd.

  • Balmer Lawrie Freight Containers Ltd.

  • Virtual Dynamics Software Ltd.

  • Net Receivable / Payable

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  • Bank - Private

  • IT - Software

  • Refineries

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • Cigarettes/Tobacco

  • Household & Personal Products

  • Finance - NBFC

  • Finance - Housing

  • Bank - Public

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Diversified

  • Automobiles - Passenger Cars

  • Finance - Others

  • Insurance

  • Retailing

  • Travel Services

  • Tyres & Allied

  • Plastic Products

  • Air Conditioners

  • Metal - Non Ferrous

  • Miscellaneous

  • Power Generation/Distribution

  • Mining & Minerals

  • Hotel, Resort & Restaurants

  • Footwear

  • Ceramics/Marble/Granite/Sanitaryware

  • TV Broadcasting & Software Production

  • Amusement Parks/Recreation/Club

  • Consumer Durables - Domestic Appliances

  • Finance - Stock Broking

  • Fasteners

  • Packaging

  • Paper & Paper Products

  • Hospital & Healthcare Services

  • Leather

  • Unspecified

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About Principal Multi Cap Growth Fund

Scheme Analysis

Principal Multi Cap Growth Fund is a Equity - Multi Cap Fund fund and belongs to Principal Mutual Fund. It was launched on 25-Oct-2000 and currently has an AUM of ₹732.18 crore. Principal Multi Cap Growth Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Principal Multi Cap Growth Fund ended up ₹1.06(0.73%)yesterday to ₹146.74.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., and

The Principal Multi Cap Growth Fund is managed by Ravi Gopalakrishnan and Siddarth Mohta.

Fund House Contact

Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai - 400 051

+91 (22) 67720555
+91 (22) 67720512

Fund Manager

  • Cash

  • Equity

  • MFU

  • SOV

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