Principal Large Cap Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house
This scheme is merged with Sundaram Large Cap Growth Direct Plan

Principal Large Cap Growth Direct Plan

NAV
₹14.9491
+0.94%
(31 Dec)
AUM
428 Cr
TER
0.5%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+28.3%
+15.6%
+8.8%
+7.1%
+6.3%
+6.3%
3Y
NA
+20.4%
+18.6%
+21.1%
+17.7%
+14.3%
5Y
NA
+23.9%
+26.2%
+28.4%
+25.3%
+22.3%
ALL
+39.8%
+12.9%
+16.0%
+16.4%
+14.3%
+13.9%
VOL
13.6%
17.0%
15.5%
17.0%
17.4%
-
TER
0.5%
1.0%
0.9%
0.7%
1.0%
-
AUM
₹428 Cr
₹5,070 Cr
₹64,963 Cr
₹37,546 Cr
₹36,109 Cr
-
INFO
2.94
0.76
1.03
0.97
0.82
-
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 Large Cap (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 30th Nov
Top holdings
ICICI Bank Ltd
6.7%
Infosys Ltd
6.3%
Reliance Industries Ltd Ordinary Shares (Partly Paid Rs.5)
5.6%
HDFC Bank Ltd
5.1%
Treps 01-Dec-2021
3.4%
State Bank of India
3.3%
Axis Bank Ltd
3.1%
Tata Consultancy Services Ltd
2.6%
Kotak Mahindra Bank Ltd
2.5%
Tata Motors Ltd Class A
2.3%
Top industry exposure
Financial Services
33.0%
Technology
17.1%
Consumer Cyclical
13.9%
Healthcare
7.0%
Energy
6.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
26%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s)
Sudhir Kedia
Anirvan Sarkar

FAQs