Principal Multi Cap Growth Fund - Growth - Direct Plan

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  • Net Change on 02-07-2020

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Fund Overview Growth | Direct Plan

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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-Direct Plan - Growth Option 5.73 24.05 -10.94 0.62 6.44 11.76
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 6.27 27.89 -11.26 1.25 4.36 12.04
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-Direct Plan - Growth Option Jan 01, 2013 Unrated -10.94 0.62 6.44 1.69 565.08
Kotak Standard Multicap Fund - Growth - Direct Jan 01, 2013 -9.31 3.79 8.31 0.72 25,984.19
HDFC Equity Fund -Direct Plan - Growth Option Dec 31, 2012 Unrated -21.98 -0.80 3.77 1.25 17,494.82
Motilal Oswal Multicap 35 Fund (MOF35)-Direct Plan-Growth Option Apr 28, 2014 Unrated -11.74 0.47 6.54 0.82 9,829.50
Aditya Birla Sun Life Equity Fund - Growth - Direct Plan Jan 01, 2013 -10.45 0.81 7.25 0.98 9,648.37
UTI - Equity Fund-Growth Option - Direct Jan 02, 2013 -2.34 6.01 6.66 1.41 9,057.25

Fund Holdings as on 31-May-2020

  • Reliance Industries Ltd.

  • HDFC Bank Ltd.

  • Infosys Ltd.

  • ICICI Bank Ltd.

  • TREPS

  • Tata Consultancy Services Ltd.

  • Bharti Airtel Ltd.

  • Hindustan Unilever Ltd.

  • Maruti Suzuki India Ltd.

  • Divi's Laboratories Ltd.

  • Housing Development Finance Corporation Ltd.

  • Kotak Mahindra Bank Ltd.

  • Larsen & Toubro Ltd.

  • Abbott India Ltd.

  • Max Financial Services Ltd.

  • Coromandel International Ltd.

  • Avenue Supermarts Ltd.

  • SBI Life Insurance Company Ltd.

  • Relaxo Footwears Ltd.

  • ITC Ltd.

  • Ultratech Cement Ltd.

  • TCI Express Ltd.

  • Axis Bank Ltd.

  • Bajaj Finance Ltd.

  • Bayer Cropscience Ltd.

  • Orient Electric Ltd.

  • Astral Poly Technik Ltd.

  • Dixon Technologies (India) Ltd.

  • Balkrishna Industries Ltd.

  • State Bank of India

  • Timken India Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Can Fin Homes Ltd.

  • Atul Ltd.

  • Whirlpool of India Ltd.

  • Shree Cement Ltd.

  • JK Cement Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Rites Ltd.

  • MRF Ltd.

  • Aarti Industries Ltd.

  • SRF Ltd.

  • Indian Railway Catering & Tourism Corporation Ltd.

  • Mahindra & Mahindra Ltd.

  • Jindal Steel & Power Ltd.

  • Motherson Sumi Systems Ltd.

  • Alkem Laboratories Ltd.

  • United Spirits Ltd.

  • Muthoot Finance Ltd.

  • Jubilant Foodworks Ltd.

  • City Union Bank Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Kajaria Ceramics Ltd.

  • Natco Pharma Ltd.

  • Britannia Industries Ltd.

  • 91 DAY T-BILL 11-Jun-2020

  • Reliance Industries Ltd.

  • Chennai Super Kings Ltd.

  • Principal Arbitrage Fund-Direct Plan -Growth

  • Crescent Finstock Ltd.

  • Milestone Global Ltd.

  • Sangam Health Care Products Ltd.

  • Virtual Dynamics Software Ltd.

  • Mukerian Papers Ltd.

  • Noble Brothers Impex Ltd.

  • Balmer Lawrie Freight Containers Ltd.

  • Precision Fasteners Ltd.

  • Net Receivable / Payable

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  • Bank - Private

  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Miscellaneous

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Finance - Housing

  • Cement & Construction Materials

  • Retailing

  • Engineering - Construction

  • Tyres & Allied

  • Finance - NBFC

  • Chemicals

  • Finance - Others

  • Fertilizers

  • Insurance

  • Footwear

  • Cigarettes/Tobacco

  • Logistics

  • Pesticides & Agrochemicals

  • Plastic Products

  • Consumer Durables - Electronics

  • Bank - Public

  • Bearings

  • Consumer Durables - Domestic Appliances

  • Consumer Food

  • Engineering

  • Diversified

  • Travel Services

  • Steel/Sponge Iron/Pig Iron

  • Auto Ancillary

  • Breweries & Distilleries

  • Ceramics/Marble/Granite/Sanitaryware

  • Amusement Parks/Recreation/Club

  • Finance - Stock Broking

  • Hospital & Healthcare Services

  • Packaging

  • Paper & Paper Products

  • Leather

  • Fasteners

  • 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 01-Jan-2013 and currently has an AUM of ₹565.08 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 ₹1.45(1.09%)yesterday to ₹134.1.

Among its top 3 holdings the fund has exposure to Reliance Industries 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