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Principal Multi Cap Growth Fund-Growth Option

(Erstwhile Principal Growth Fund-Growth Option)

Category: Equity: Multi Cap
Launch Date: 25-10-2000
Asset Class: Equity
Benchmark: Nifty 500 TRI
Expense Ratio: 2.39% As on (31-10-2018)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 823.22 Cr As on (30-11-2018)
Turn over: 23%
NAV as on 18-12-2018

138.37

0.3 (0.2168%)

CAGR Since Inception

15.57%

Nifty 500 TRI 16.7%

PERFORMANCE of Principal Multi Cap Growth Fund-Growth Option

Scheme Performance (%)

Data as on - 18-12-2018

Yearly Performance (%)

Fund Managers

Mr. P V K Mohan

Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore. Prior to joining Principal AMC he has worked with UTI AMC.

Investment Objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities.With professional management and diversification provided the AMC, the risk will be considerably lower.

RETURNS CALCULATOR for Principal Multi Cap Growth Fund-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Principal Multi Cap Growth Fund-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Principal Multi Cap Growth Fund-Growth Option 15.88 0.59 5.93 1.15 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Principal Multi Cap Growth Fund-Growth Option

Period
Data as on - 18-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 -6.32 16.51 13.88 17.97 17.2
Axis Multicap Fund - Regular Plan - Growth 13-11-2017 8.52 0.0 0.0 0.0 0.0
UTI - Equity Fund-Growth Option 05-08-2005 5.75 15.65 11.46 15.53 17.81
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 3.03 17.71 11.38 14.27 17.68
ICICI Prudential Multicap Fund - Growth 01-10-1994 1.93 12.97 12.5 17.5 17.52
Mirae Asset India Equity Fund - Growth Plan 04-04-2008 1.67 17.95 15.16 19.38 21.7
Kotak Standard Multicap Fund - Growth 11-09-2009 0.79 15.88 14.19 19.29 0.0
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 0.05 12.97 10.55 16.85 0.0
Essel Multi Cap Fund - Regular Plan - Growth 02-07-2018 0.0 0.0 0.0 0.0 0.0
Tata Multicap Fund -Regular Plan-Growth 31-08-2018 0.0 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Principal Multi Cap Growth Fund-Growth Option

Asset Allocation (%)

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