Formerly Principal Large Cap Hlf Yrly DR
₹ 33.15
NAV (Mar 04)
Top Ranked
Scripbox recommends other funds for investment in diversified.
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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.
Track Record
16 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
474 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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Scheme Information
To provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.55 %
Expense Ratio
Nov 11, 2005
Launched (16y ago)
₹ 474
AUM in Crores
INF173K01205
ISIN
No Lock-in
Lock-in
S&P BSE 250 LargeMidcap Index TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
Principal Asset Management Private Limited
Principal Asset Management Private Limited manages assets worth 7,381 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 26 equity,31 debt and 16 hybrid funds.
Diversified
Top Ranked
₹ 2,328 Cr
Fund Size
10.9%
3Y returns
Diversified
Top Ranked
₹ 473 Cr
Fund Size
15.2%
3Y returns
Liquid
Top Ranked
₹ 201 Cr
Fund Size
2.4%
3Y returns
Diversified
Top Ranked
₹ 184 Cr
Fund Size
11.1%
3Y returns
Liquid
Top Ranked
₹ 201 Cr
Fund Size
1.6%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Principal Focused Multicap Fund (DR-6M) is a diversified equity fund and has delivered an annualised return of 14.7% over a period of 16 years .The fund was previously known as Principal Large Cap Hlf Yrly DR.The fund is managed by Principal Asset Management Private Limited.The fund manager’s name is Ravi Gopalakrishnan.
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.
The Principal Focused Multicap Fund (DR-6M) fund was launched on Nov 11, 2005. The NAV (Net Asset Value) of this diversified equity as of 2021-03-04 is ₹ 33.15. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 473.380. The category risk of the Principal Focused Multicap Fund (DR-6M) fund is Very High Risk. The fund charges 2.55 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 98.8% in this asset class. The top three holdings of the fund are 91 dtb 04022021,91 dtb 29042021 and infosys ltd
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.
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
Principal Focused Multicap Fund (DR-6M) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Principal Focused Multicap Fund (DR-6M) has a score of 3 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.