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Principal Focused Multicap Fund (Dividend Payout - Semi Annually)

Equity

Diversified

Top Ranked

₹ 26.01

NAV (OCT 23)

Scripbox Opinion

Top Ranked

This fund is a good choice within diversified mutual funds.

Scripbox recommends other funds for investment in Diversified. Click here to see our recommendations.

Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

14 Years

The fund has sufficient history for analysis and the track record is good

Relative Size

392 Cr

Medium within the category

Category View

Positive

The category has a positive investment outlook

Consistency Of Performance

Good

The historical performance of the fund has been good

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  • Historical growth rate of 12.00% per annum
  • Recommended Duration > 5 years
  • No Lock-in
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Historical NAV

26.01

NAV (OCT 23)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 11.25%
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Scheme Information

Investment Objective

To provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

Low

Moderately Low

Moderate

Moderately High

High

Moderately High risk

2.61%

Expense Ratio

11th Nov, 2005

Launched (14y ago)

₹ 392

AUM in Crores

INF173K01197

No Lock-in

S&P BSE 250 LargeMidcap Index TR INR

Benchmark

₹ 1000

SIP Minimum

₹ 5000

Lumpsum Min.

Fund Managers

Ravi Gopalakrishnan

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 25th October 2020

Top Stock Holdings

Reliance Industries Ltd

10%

Treps 01 Oct 2020

8%

Hdfc Bank Ltd

7%

Infosys Ltd

6%

Nestle India Ltd

5%
See all holdings
allocation by market cap

Allocation by Sector

Financial Services

28%

Technology

14%

Consumer Defensive

12%

Basic Materials

10%

Energy

10%
See all sectors

Comparison with Equity Funds

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have

  • Indicative returns of 12.00% annually
  • Recommended Duration > 5 years
  • No Lock-in
  • Grow wealth, Retirement, Kid's education
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 11.25%
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How does Scripbox rate funds?

Proprietary system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

Top Ranked

These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.

Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Category View

We check if the sub-category of the fund is recommended by us

calender

Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better

calender

Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better

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About Principal Focused Multicap Fund (Dividend Payout - Semi Annually)

About Principal Focused Multicap Fund (Dividend Payout - Semi Annually)

Principal Focused Multicap Fund (Dividend Payout - Semi Annually) is a Diversified Equity fund and has delivered an annualised return of 12.87% over a period of 14 years. The fund was previously known as Principal Large Cap Hlf Yrly DP. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is Ravi Gopalakrishnan.

Principal Focused Multicap Fund (Dividend Payout - Semi Annually) Investment Objective

To provide capital appreciation and /or dividend distribution by investing in companies across market capitalization. However, there is no assurance that the objective of the scheme will be realized.

Principal Focused Multicap Fund (Dividend Payout - Semi Annually) NAV, AUM and Risk

The fund was launched on 2005-11-11. The NAV of the fund as of 2020-10-23 is ₹ 26.01. The total AUM of the fund as of 2020-10-23 is ₹ 392 Cr. The category risk of the fund is Moderately High risk

The fund charges 2.61 % as expense ratio.

Principal Focused Multicap Fund (Dividend Payout - Semi Annually) Holdings

The fund’s highest allocation is towards equity and has invested 93.97% in this asset class. The top three holdings of the fund are reliance industries ltd, treps 01-oct-2020 and hdfc bank ltd.

Principal Focused Multicap Fund (Dividend Payout - Semi Annually) SIP

The minimum SIP(Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

Principal Focused Multicap Fund (Dividend Payout - Semi Annually) Investment volatility and Horizon

This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 250 LargeMidcap Index TR INR.