Principal Focused Multicap Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Principal Focused Multicap Growth Direct Plan

NAV
₹181.2444
+0.57%
(4 Jul)
AUM
1,081 Cr
TER
1.3%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.7%
+10.3%
+9.1%
+3.9%
+3.2%
+2.5%
3Y
+28.2%
+28.8%
+30.1%
+21.4%
+20.8%
+26.2%
5Y
+27.6%
+30.5%
NA
+21.8%
+21.9%
NA
ALL
+16.7%
+16.1%
+26.6%
+15.5%
+15.2%
+26.1%
VOL
15.2%
17.0%
15.1%
-
15.9%
14.8%
TER
0.6%
0.6%
0.6%
-
1.3%
0.4%
AUM
₹11,667 Cr
₹19,578 Cr
₹3,981 Cr
-
₹1,081 Cr
₹2,112 Cr
INFO
1.10
0.95
1.76
-
0.96
1.77
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Principal Focused Multicap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
Treps
10.5%
HDFC Bank Ltd
9.9%
ICICI Bank Ltd
9.3%
Bharti Airtel Ltd
5.9%
Kotak Mahindra Bank Ltd
5.1%
Infosys Ltd
4.6%
TVS Motor Co Ltd
4.3%
Dr Reddy's Laboratories Ltd
4.3%
ICICI Lombard General Insurance Co Ltd
4.2%
Bharat Petroleum Corp Ltd
4.1%
Top industry exposure
Financial Services
33.0%
Consumer Cyclical
10.0%
Industrials
9.7%
Technology
9.4%
Communication Services
9.0%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
76%
Lock-in period
-
Exit load
• 0.25% for redemption within 7 days
Fund objective
The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
Fund manager(s)
Ashwin Jain

FAQs