Principal Growth Fund (Equity, Multi Cap)

131.55
16.55%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.51%
16 yrs 10 months 25 Oct 2000
₹ 493.13 Cr 17 Aug 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

Tenure Returns (CAGR)
YTD
29.05
3 Month
2.65
1 YR
26.31
2 YR
15.71
3 YR
16.14
Tenure Returns (CAGR)
1 YR
28.2
2 YR
26.4
3 YR
19.09
5 YR
21.36
10 YR
15.86

Portfolio

Company Name % Assets
HDFC Bank Ltd. 5.15
ICICI Bank Ltd. 4.78
ITC Ltd. 3.62
State Bank of India 3.45
Reliance Industries Ltd. 3.4
Infosys Ltd. 2.96
Tata Motors Ltd. 2.87
Larsen & Toubro Ltd. 2.49
United Spirits Ltd. 2.38
Asahi India Glass Ltd. 2.37

Top Sectoral Holdings

Sector Name % Assets
Financial 28.36
Construction 13.99
FMCG 11.62
Automobile 7.79
Healthcare 5.84
Chemicals 5.54
Technology 5.5
Energy 4.26
Services 2.7
Engineering 2.7

Indicators

Portfolio turnover ratio 43
Standard Deviation 15.87%
Beta 1.15%
Sharpe Ratio 0.82

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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