• Mutual Funds
  • Principal Mutual Fund
  • Principal Focused Multicap Fund Transfer of Income Dis cum Cap Wdrl plan (PIDCW-6M)

Formerly Principal Foc Multicap Hlf Yrly DS

Principal Mutual Fund

Principal Focused Multicap Fund Transfer of Income Dis cum Cap Wdrl plan (PIDCW-6M)

EquityDiversified

Top Ranked

38.19

NAV (Dec 03)

15.3%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

16 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

686 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

38.19

NAV (Dec 3)

Fund Returns

Last 1Y

41.1%

Last 3Y

16.3%

Last 5Y

15.3%

Last 10Y

14.6%

Since Inception

15.2%

6 Month CAGR

13%

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Scheme Information

Investment Objective

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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.45

Launched (16y ago)

Nov 11, 2005

AUM in Crores

685.588

ISIN

INF173K01AL2

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
user-avatar

Ravi Gopalakrishnan

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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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.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

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About the AMC

Principal Asset Management Private Limited

Principal Asset Management Private Limited manages assets worth 9,520 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 30 equity,31 debt and 16 hybrid funds.

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  • tel-amc-about
    022-67720555
  • mail-amc-about
    customer@principalindia.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    21.6%

    24.8%

    21.2%

    16.1%

    16.3%

    15.2%

    21.6%

    24.8%

    21.6%

    24.8%

    growth

    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.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step 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.

    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund Performance

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

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

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

    Impact of Interest Rates

    Impact of Interest Rates

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

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

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    About Principal Focused Multicap Fund Transfer of Income Dis cum Cap Wdrl plan (PIDCW-6M)

    About Principal Focused Multicap Fund Transfer of Income Dis cum Cap Wdrl plan (PIDCW-6M)

    Principal Focused Multicap Fund Transfer of Income Dis cum Cap Wdrl plan (PIDCW-6M) is a Diversified Equity fund and has delivered an annualised return of 15.2% over a period of 16 years. The fund was previously known as Principal Foc Multicap Hlf Yrly DS . The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is Ravi Gopalakrishnan

    Principal Focused Multicap Fund Transfer of Income Dis cum Cap Wdrl plan (PIDCW-6M) Investment Objective

    To provide capital appreciation and /or IDCW 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 Transfer of Income Dis cum Cap Wdrl plan (PIDCW-6M) NAV,AUM,Risk

    The Principal Focused Multicap Fund Transfer of Income Dis cum Cap Wdrl plan (PIDCW-6M) fund was launched on Nov 11, 2005. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-12-03 is ₹38.19. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹685.588. The category risk of the Principal Focused Multicap Fund Transfer of Income Dis cum Cap Wdrl plan (PIDCW-6M) fund is Very High Risk. The fund charges 2.45 % as expense ratio.

    Principal Focused Multicap Fund Transfer of Income Dis cum Cap Wdrl plan (PIDCW-6M) Holdings

    The fund’s highest allocation is towards Equity and has invested 92.6% in this asset class. The top three holdings of the fund are , infosys ltd , treps 01-nov-2021 , icici bank ltd , reliance industries ltd , hdfc bank ltd , housing development finance corp ltd , state bank of india , avenue supermarts ltd , bajaj finserv ltd , canara bank , larsen & toubro ltd , beml ltd , ashok leyland ltd , bharat petroleum corp ltd , bharti airtel ltd. , shree cement ltd , navin fluorine international ltd , dixon technologies (india) ltd , fortis healthcare ltd , bharat electronics ltd , tata motors ltd , relaxo footwears ltd , motherson sumi systems ltd , hindalco industries ltd , tata power co ltd , laurus labs ltd , godrej properties ltd , indusind bank ltd , rossari biotech ltd ordinary shares , syngene international ltd , net receivable / payable , astral ltd

    Principal Focused Multicap Fund Transfer of Income Dis cum Cap Wdrl plan (PIDCW-6M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 Transfer of Income Dis cum Cap Wdrl plan (PIDCW-6M) 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 IISL Nifty 500 TR INR

    Principal Focused Multicap Fund Transfer of Income Dis cum Cap Wdrl plan (PIDCW-6M) Review

    Principal Focused Multicap Fund Transfer of Income Dis cum Cap Wdrl plan (PIDCW-6M) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Principal Focused Multicap Fund Transfer of Income Dis cum Cap Wdrl plan (PIDCW-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.

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