Principal Growth Fund (Equity, Multi Cap)

145.65
16.98%
2
Capital Appreciation
Long Term Horizon
Moderately High
2.50%
17 yrs 1 months25 Oct 2000
₹ 550.85 Cr17 Nov 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

If redeemed on or before 1 Year from the date of allotment - 1%.

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.

Scheme Documents

TenureReturns (CAGR)
YTD
42.88
1 Month
3.87
3 Month
11.63
1 YR
42.81
2 YR
25.53
3 YR
15.38
TenureReturns (CAGR)
1 YR
40.2
2 YR
32.76
3 YR
24.06
5 YR
23.56
10 YR
17.5

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.67
ICICI Bank Ltd.4.24
Reliance Industries Ltd.3.54
State Bank of India3.02
United Spirits Ltd.2.56
Tata Motors Ltd.2.48
Asahi India Glass Ltd.2.3
Larsen & Toubro Ltd.2.28
Gujarat Narmada Valley Fertilizers & Chemicals Ltd.2.2
Bombay Burmah Trdg. Corpn. Ltd.2.19

Top Sectoral Holdings

Sector Name% Assets
Financial26.8
Construction13.43
FMCG10.05
Automobile7.92
Chemicals7.68
Energy7.62
Healthcare5.78
Technology4.87
Services2.59
Metals2.29

Indicators

Portfolio turnover ratio42
Standard Deviation16.45%
Beta1.17%
Sharpe Ratio0.76

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.

Other Funds Managed by P V K Mohan

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