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
₹170.5205
-0.52%
(17 Jan)
AUM
1,104 Cr
TER
1.25%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below 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
+30.0%
+21.7%
+21.0%
+17.0%
+15.2%
+15.2%
3Y
+18.1%
+22.3%
+18.2%
+18.2%
+11.3%
+12.3%
5Y
NA
+22.9%
+23.8%
NA
+18.2%
+16.9%
ALL
+27.7%
+15.8%
+16.2%
+26.9%
+15.2%
+16.0%
VOL
14.8%
17.2%
15.2%
14.8%
15.9%
-
TER
0.6%
0.6%
0.6%
0.3%
1.3%
-
AUM
₹3,604 Cr
₹15,642 Cr
₹9,984 Cr
₹1,870 Cr
₹1,104 Cr
-
INFO
1.87
0.92
1.07
1.82
0.95
-
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 30th Nov
Top holdings
HDFC Bank Ltd
8.8%
ICICI Bank Ltd
7.1%
Treps
6.0%
Larsen & Toubro Ltd
5.6%
Infosys Ltd
5.3%
Zomato Ltd
5.3%
Reliance Industries Ltd
5.1%
Bharti Airtel Ltd
5.0%
Axis Bank Ltd
4.8%
State Bank of India
4.5%
Top industry exposure
Financial Services
33.1%
Industrials
13.9%
Consumer Cyclical
10.6%
Technology
9.7%
Healthcare
8.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
56%
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)
S. Bharath
Ashwin Jain

FAQs