Principal Growth Fund (Equity, Multi Cap)

Moderately High
17 yrs 3 monthsStarted on:25 Oct 2000
₹ 592.81 Cras on: 17 Jan 2018
Long Term Horizon
2.55%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

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

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.95
1 Month6.18
3 Month11.35
1 YR46.02
2 YR32.99
3 YR17.79

SIP Returns

TenureReturns (CAGR)
1 YR41.84
2 YR37.14
3 YR27.56
5 YR25.22
10 YR18.67

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.5
ICICI Bank Ltd.4.12
Reliance Industries Ltd.3.22
United Spirits Ltd.2.86
State Bank of India2.84
Infosys Ltd.2.55
KEC International Ltd.2.31
Bajaj Electricals Ltd.2.2
Larsen & Toubro Ltd.2.18
Bombay Burmah Trdg. Corpn. Ltd.2.07

Top Sectoral Holdings

Sector Name% Assets
Financial26.29
Construction13.15
FMCG11.23
Automobile8.17
Energy7.88
Chemicals7.14
Healthcare5.74
Technology5.19
Engineering2.79
Services2.29

Indicators

LabelValue
Portfolio turnover ratio40
Standard Deviation16.34%
Beta1.17%
Sharpe Ratio0.81

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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