Principal Growth Fund (Equity, Multi Cap)

135.72
16.66%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.55%
16 yrs 12 months25 Oct 2000
₹ 494.49 Cr22 Sep 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
33.14
1 Month
5.32
3 Month
4.06
1 YR
21.69
2 YR
22.35
3 YR
14.47
TenureReturns (CAGR)
1 YR
30.69
2 YR
27.77
3 YR
20.35
5 YR
21.81
10 YR
16.3

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.11
ICICI Bank Ltd.4.69
Reliance Industries Ltd.3.34
State Bank of India3.05
Asahi India Glass Ltd.3
Tata Motors Ltd.2.43
Dewan Housing Finance Corpn. Ltd.2.41
United Spirits Ltd.2.38
Larsen & Toubro Ltd.2.36
Bombay Burmah Trdg. Corpn. Ltd.2.31

Top Sectoral Holdings

Sector Name% Assets
Financial27.66
Construction13.66
FMCG10.43
Automobile8.26
Energy6.11
Chemicals5.69
Healthcare5.42
Technology5.31
Engineering2.7
Services2.49

Indicators

Portfolio turnover ratio44
Standard Deviation15.93%
Beta1.15%
Sharpe Ratio0.72

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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