Buy Principal Multi Cap Growth Fund(G) - Equity Mutual Fund - NAV, AUM, Portfolio, Performance, Returns.

Principal Multi Cap Growth Fund(G)

As on Jan-20-2020 change fund

145.52

-1.35 (-0.92%)

fund objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities.

riskometer

Investors understand that their principal will be at moderately high risk

5-Years History

financial year	2015-2016	2016-2017	2017-2018	2018-2019	2019-2020
NAV in Rs (as on 17-Jan-2020)	89.57	119.27	139.36	143.25	146.87
Net Assets(Rs Crores) (as on 17-Jan-2020)	347.52	439.34	629.44	875.48	732.18
Scheme Returns(%)(Absolute)	-6.57	32.74	15.45	1.28	2.06
B'mark Returns(%)(Absolute)	-8.61	24.04	10.67	7.09	3.34
Category Rank	110/316	67/312	55/353	133/261	167/231

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2019-2020	-0.44	-4.69	5.89	NA
2018-2019	-0.41	-1.13	0.92	3.44
2017-2018	7.24	4.50	13.44	-8.09
2016-2017	9.97	10.62	-6.44	17.00
2015-2016	0.60	-3.28	3.89	-6.50

Top 10 holdings

company	(%)
HDFC Bank Ltd.	8.72
ICICI Bank Ltd.	7.98
Reliance Industries Ltd.	7.28
Infosys Ltd.	4.29
Tata Consultancy Services Ltd.	3.97
Kotak Mahindra Bank Ltd.	3.80
Larsen & Toubro Ltd.	3.60
ITC Ltd.	3.50
Housing Development Finance Co...	2.88
State Bank Of India	2.64

Top 10 sectors

sectors	(%)
Bank - Private	26.40
IT - Software	10.46
Refineries	8.44
Consumer Food	4.47
Pharmaceuticals & Drugs	4.22
Engineering - Construction	3.60
Cigarettes/Tobacco	3.50
Household & Personal Products	3.10
Finance - NBFC	2.90
Finance - Housing	2.88

Historical NAV Chart with Benchmark

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performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Principal Multi Cap Growth Fund(G)	Large-Growth	25-Oct-2000	732.18	-0.23	0.71	5.79	6.03	11.12	8.49	11.10	14.92	BUY SIP
Canara Rob Equity Diver Fund-Reg(G)	Large-Growth	16-Sep-2003	1,634.14	0.36	1.92	5.66	14.22	15.20	8.37	11.40	17.74	BUY SIP
UTI Equity Fund-Reg(G)	Large-Growth	01-Aug-2005	10,217.42	0.34	2.80	7.75	14.97	14.44	8.57	12.18	14.59	BUY SIP
Parag Parikh Long Term Equity Fund-Reg(G)	Large-Growth	28-May-2013	2,584.96	1.44	3.21	5.58	16.57	14.35	10.92	NA	16.38	BUY SIP
Edelweiss Multi-Cap Fund-Reg(G)	Large-Growth	03-Feb-2015	517.68	0.51	1.54	4.73	10.04	14.06	NA	NA	9.04	BUY SIP
JM Multicap Fund(G)	Large-Growth	23-Sep-2008	143.28	0.09	0.24	2.91	19.86	13.84	9.79	8.69	11.75	BUY SIP
DSP Equity Fund-Reg(G)	Large-Growth	07-Jun-2007	3,266.65	0.67	2.59	5.09	22.02	13.80	8.85	11.37	12.42	BUY SIP
Kotak Standard Multicap Fund(G)	Large-Growth	11-Sep-2009	29,597.85	-0.27	1.06	5.89	14.76	13.63	10.29	13.46	13.74	BUY SIP
SBI Magnum Multicap Fund-Reg(G)	Large-Growth	16-Sep-2005	8,479.69	0.43	2.13	3.75	13.15	12.43	10.50	11.26	12.19	BUY SIP
Quant Active Fund(G)	Large-Growth	20-Mar-2001	10.51	-0.22	1.57	2.77	6.71	12.38	8.85	10.30	16.88	BUY SIP
Nippon India Multi Cap Fund(G)	Large-Growth	28-Mar-2005	10,343.12	0.60	2.33	6.86	5.16	11.84	5.57	12.79	16.78	BUY SIP
BNP Paribas Multi Cap Fund(G)	Large-Growth	15-Sep-2005	692.92	0.45	3.49	8.75	17.85	11.62	8.88	12.79	12.19	BUY SIP
PGIM India Diversified Equity Fund-Reg(G)	Large-Growth	04-Mar-2015	125.64	0.98	4.21	6.92	15.24	11.34	NA	NA	7.70	BUY SIP
Union Multi Cap Fund-Reg(G)	Large-Growth	10-Jun-2011	314.65	0.19	1.49	5.13	13.88	11.10	4.65	NA	9.04	BUY SIP
HDFC Equity Fund(G)	Large-Growth	01-Jan-1995	23,737.12	-1.37	-0.05	4.39	6.28	10.87	6.79	11.14	18.28	BUY SIP
Motilal Oswal Multicap 35 Fund-Reg(G)	Large-Growth	28-Apr-2014	13,130.85	-0.29	-0.07	1.52	9.51	10.83	11.29	NA	18.99	BUY SIP
ICICI Pru Multicap Fund(G)	Large-Growth	01-Oct-1994	4,744.81	0.25	2.86	6.50	9.47	10.74	8.71	11.62	14.47	BUY SIP
Aditya Birla SL Equity Fund(G)	Large-Growth	27-Aug-1998	11,856.05	0.37	2.07	8.27	11.94	10.72	9.87	11.69	22.56	BUY SIP
IDBI Diversified Equity Fund(G)	Large-Growth	28-Mar-2014	318.34	0.31	2.17	3.48	10.63	10.05	6.29	NA	15.02	BUY SIP
IDFC Multi Cap Fund-Reg(G)	Large-Growth	28-Sep-2005	5,588.68	0.65	2.96	4.33	11.17	9.88	6.87	13.48	17.32	BUY SIP
Invesco India Multicap Fund(G)	Large-Growth	17-Mar-2008	850.04	1.56	3.92	6.96	9.34	9.74	7.46	15.66	14.57	BUY SIP
L&T Equity Fund-Reg(G)	Large-Growth	16-May-2005	2,678.82	0.04	1.31	5.28	8.76	9.54	6.08	10.81	15.70	BUY SIP
LIC MF Multi Cap Fund(G)	Large-Growth	31-Mar-1998	303.54	0.89	1.53	6.30	15.23	9.47	4.06	7.42	8.86	BUY SIP
HSBC Multi Cap Equity Fund(G)	Large-Growth	24-Feb-2004	436.84	0.28	2.40	8.04	9.35	9.02	6.01	10.76	14.77	BUY SIP
Franklin India Equity Fund(G)	Large-Growth	29-Sep-1994	11,194.17	-0.41	1.65	4.80	5.56	8.46	6.64	11.57	17.56	BUY SIP
Baroda Multi Cap Fund(G)	Large-Growth	12-Sep-2003	809.87	0.16	1.11	4.64	9.90	8.45	5.25	7.36	15.24	BUY SIP
Taurus Starshare (Multi Cap) Fund-Reg(G)	Large-Growth	29-Jan-1994	220.51	-0.54	-0.54	3.99	4.35	7.26	3.73	8.25	9.77	BUY SIP
Sahara Wealth Plus Fund-Variable Pricing(G)	Mid-Growth	22-Jul-2005	8.87	2.37	5.20	6.93	8.00	6.54	5.11	10.74	12.16	BUY SIP
Axis Multicap Fund-Reg(G)	Large-Growth	17-Nov-2017	5,401.47	-0.23	-0.16	2.31	19.24	NA	NA	NA	12.14	BUY SIP
Mahindra MF Badhat Yojana-Reg(G)	Large-Growth	11-May-2017	308.33	0.28	1.86	7.30	15.78	NA	NA	NA	6.82	BUY SIP
Essel Multi Cap Fund-Reg(G)	Large-Growth	09-Jul-2018	206.04	-0.75	0.11	5.33	13.47	NA	NA	NA	8.07	BUY SIP
Tata Multicap Fund-Reg(G)	Large-Growth	06-Sep-2018	1,737.15	0.09	0.47	3.80	12.85	NA	NA	NA	9.72	BUY SIP
Shriram Multicap Fund-Reg(G)	Large-Growth	28-Sep-2018	58.60	-0.08	0.96	3.14	8.65	NA	NA	NA	7.13	BUY SIP
ITI Multi-Cap Fund-Reg(G)	Large-Growth	15-May-2019	77.87	0.38	2.37	6.72	NA	NA	NA	NA	15.41	BUY SIP
Sundaram Equity Fund-Reg(G)	Large-Growth	06-Sep-2019	526.35	0.68	0.86	4.82	NA	NA	NA	NA	9.88	BUY SIP

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