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
₹162.9646
-2.66%
(19 Mar)
AUM
1,056 Cr
TER
1.22%
Risk
Very High Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
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
+14.2%
+7.1%
+4.2%
+1.5%
+0.8%
-6.8%
3Y
+19.1%
+21.3%
+19.7%
+14.3%
+13.2%
+20.7%
5Y
+15.1%
+18.1%
+20.9%
+12.1%
+11.6%
+15.4%
ALL
+15.3%
+15.2%
+14.7%
+11.6%
+13.4%
+18.7%
VOL
13.5%
15.0%
16.8%
-
15.7%
14.9%
TER
0.7%
0.6%
0.6%
-
1.2%
0.6%
AUM
₹43,311 Cr
₹15,145 Cr
₹27,136 Cr
-
₹1,056 Cr
₹4,917 Cr
INFO
1.13
1.01
0.88
-
0.85
1.25
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 28th Feb
Top holdings
HDFC Bank Ltd
8.8%
ICICI Bank Ltd
7.0%
TVS Motor Co Ltd
6.1%
Bharti Airtel Ltd
6.1%
Treps
5.9%
Craftsman Automation Ltd
5.4%
Kotak Mahindra Bank Ltd
5.2%
Happy Forgings Ltd
4.7%
Infosys Ltd
3.8%
Avenue Supermarts Ltd
3.5%
Top industry exposure
Financial Services
34.4%
Consumer Cyclical
14.4%
Industrials
11.9%
Consumer Defensive
8.2%
Communication Services
8.1%
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