Principal Multi Cap Growth Fund - Direct (Div-H)

Principal Multi Cap Growth Fund - Direct (Div-H)

AMC Name: PRINCIPAL Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 500 TRI
Fund Manager Ravi Gopalakrishnan
Fund Horizon OPEN
Inception Date 02-Jan-2013
Scheme AUM(CR) ` 817.54
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,5,15,25
Entry Load 1.00% If redeemed within 365 days from the date of allotment. Nil if redeemed after 365 days from the date of allotment.
Exit Load 1.00% If redeemed within 365 days from the date of allotment. Nil if redeemed after 365 days from the date of allotment.
Expense Ratio 1.39

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 2.11% 3.11%
3 Month -5.30% -3.81%
6 Month -4.73% -2.56%
1 Year -6.19% -0.88%
3 Year 7.66% 8.55%
5 Year 9.10% 8.28%
Since Inception 13.91% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others