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
₹178.4796
+0.21%
(20 Feb)
AUM
1,056 Cr
TER
1.22%
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
+20.6%
+16.6%
+14.6%
+11.4%
+7.5%
+3.5%
3Y
+24.5%
+23.2%
+21.9%
+16.7%
+15.3%
+23.3%
5Y
+20.4%
+23.1%
+20.3%
+13.9%
+13.1%
+17.3%
ALL
+16.3%
+15.7%
+23.5%
+13.0%
+14.3%
+21.1%
VOL
15.0%
16.7%
14.2%
-
15.6%
14.8%
TER
0.6%
0.6%
0.4%
-
1.2%
0.6%
AUM
₹14,935 Cr
₹26,332 Cr
₹2,208 Cr
-
₹1,056 Cr
₹4,867 Cr
INFO
1.09
0.94
1.65
-
0.91
1.43
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 Jan
Top holdings
HDFC Bank Ltd
9.2%
ICICI Bank Ltd
6.9%
Bharti Airtel Ltd
6.4%
TVS Motor Co Ltd
5.8%
Craftsman Automation Ltd
5.2%
Kotak Mahindra Bank Ltd
5.1%
Infosys Ltd
4.8%
Happy Forgings Ltd
3.9%
Tech Mahindra Ltd
3.7%
SBI Life Insurance Co Ltd
3.4%
Top industry exposure
Financial Services
34.5%
Consumer Cyclical
16.8%
Industrials
11.2%
Technology
10.1%
Communication Services
8.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
51%
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