Principal Multi Cap Fund Overview

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Principal Multi Cap Fund is an open-ended equity fund. The risk of this fund is moderately high. Principal Multi Cap Fund was launched on 25th October 2000. This fund is managed by P V K Mohan and Siddarth Mohta. The benchmark of Principal Multi Cap Fund is NIFTY 500 Total Return Index.

The AUM of Principal Multi Cap Fund is Rs.808cr. (as on 28th Feb 2019). The expense ratio of Principal Multi Cap Fund Regular is 2.37% (as on 28th Feb 2019). This fund has given return of 15.52% since launch. Principal Multi Cap Fund has given return of 17.04%, 16.26%, and 17.32% in last ten years, five years and three years. You can invest in both Principal Multi Cap Fund Growth and Principal Multi-Cap Mutual Fund Dividend. But it is advisable to invest in Principal Multi Cap Fund Growth for more return. The minimum lump sum amount for this fund is Rs.5000. The minimum SIP amount for Principal Multi Cap Fund is 500 which is very low. The exit load of Principal Multi Cap Fund is 1% if you redeem before 365 days. Principal Multi Cap Fund has invested 94.35% investment in Indian stocks of which 61.77% is in large cap stocks, 12.07% is in mid cap stocks, 20.49% in small cap funds and 0.13% in government securities. Investors who are looking for long term capital appreciation this fund is best for them. Investor should be stay invested at least three to four years. As this fund invests in direct equity stocks so the risk of this fund is moderately high and there are chance of moderate losses so investor should be ready for it.

Top 10 holdings of Principal Multi Cap Fund (05/04/2019)

S.No. Name of Holding Net Assets (%)
1 HDFC Bank Ltd. 5.18
2 ICICI Bank Ltd. 4.8
3 Reliance Industries Ltd. 4.48
4 TREPS 01-Mar-2019 4.19
5 ITC Ltd. 3.68
6 Tata Consultancy Services Ltd. 3.52
7 Kotak Mahindra Bank Ltd. 2.89
8 Larsen & Toubro Ltd. 2.76
9 Infosys Ltd. 2.69
10 State Bank of India 2.64

Top 5 Sectors of Principal Multi Cap Fund (05/04/2019)

S.No. Name of Holding Net Assets (%)
1 Bank – Private 19.05
2 IT – Software 8.87
3 Consumer Food 5.9
4 Engineering – Construction 5.6
5 Miscellaneous 4.73

Principal Multi Cap Fund

  • Fund Manager- Mr. P V K Mohan and Mr. Siddarth Mohta
  • Expense Ratio- 2.37% (28th February 2019)
  • Launch Date- 25th October 2000
  • Benchmark- NIFTY 500 TRI
  • Risk- Moderately High
  • AUM Size- Rs.808cr. (29th March 2019)
  • Return Since Launch- 15.52%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund -0.63 17.32 16.26 17.04
S&P BSE 500 TRI 7.26 16.59 14.50 16.75
Category 3.60 14.72 15.26 17.67
Rank within Category 38 6 12 17
Number of funds in category 45 42 36 27

As on Apr 05, 2019

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