Principal Multi Cap Growth Fund - Direct (G)

Principal Multi Cap Growth Fund - Direct (G)

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) ` 852.99
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 1.09% -0.51%
3 Month 9.40% 8.60%
6 Month -0.47% 0.26%
1 Year 6.81% 10.22%
3 Year 12.57% 12.76%
5 Year 9.17% 8.40%
Since Inception 14.47% 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