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Principal Focused Multicap Fund (Dividend Reinvestment - Semi Annually)

Formerly Principal Large Cap Hlf Yrly DR
Returns (5yrs)
3.87 %
Latest NAV
24.13

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Fund Information

as on 15th of July, 03:50 AM

Principal Asset Management Private Limited

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

Fund Managers

  • profile-pic
    Ravi Gopalakrishnan
  • expense-ratio
    Expense Ratio
    2.62
    benchmark
    Benchmark
    S&P BSE 250 LargeMidcap Index TR INR
  • Aum image
    AUM
    ₹ 357.74 Crores
    ISIN
    ISIN
    INF173K01205
  • Category Risk:

    Moderately High risk

Holding Information

as on 15th of July, 03:50 AM

Top Holding

Reliance Industries Ltd
8%
Hdfc Bank Ltd
8%
Treps 01 Jul 2020
6%
Hindustan Unilever Ltd
5%
Icici Bank Ltd
5%

Top Sectors

Financial Services
28%
Consumer Defensive
14%
Basic Materials
11%
Technology
11%
Consumer Cyclical
8%

Allocation

Equity
95%
Others
5%
Debt
0%

Investment Return Calculator

as on 15th of July, 03:50 AM
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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. Past performance is not an indicator of future returns.

Transaction

as on 15th of July, 03:50 AM
Minimum SIP Amount
₹ 1000
Minimum Lumpsum Amount
₹ 5000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

Principal Focused Multicap Fund Half Yearly Dividend Reinvestment is a Diversified Equity fund and has delivered an annualised return of 3.87% over a period of 5 years. The fund is managed by Principal Asset Management Private Limited. The fund managers names are Ravi Gopalakrishnan. To provide capital appreciation and /or dividend distribution by investing in companies across market capitalization. The fund charges 2.62000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Long Term Wealth

  • 5+ years
    Recommended
  • 12-14%
    Returns
  • No lock-in
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