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

Principal Multi Cap Growth Fund(G)

As on Apr-08-2020 change fund

107.56

0.39 (0.36%)

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 31-Mar-2020)	89.57	119.27	139.36	143.25	106.05
Net Assets(Rs Crores) (as on 31-Mar-2020)	347.52	439.34	629.44	875.48	517.90
Scheme Returns(%)(Absolute)	-6.57	32.74	15.45	1.28	-26.30
B'mark Returns(%)(Absolute)	-8.61	24.04	10.67	7.09	-27.88
Category Rank	110/316	67/312	55/353	133/261	151/234

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

financial year	Q1	Q2	Q3	Q4
2019-2020	-0.44	-4.69	5.89	-26.32
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.	7.56
Reliance Industries Ltd.	6.35
ICICI Bank Ltd.	6.18
Infosys Ltd.	4.92
Tata Consultancy Services Ltd.	4.35
Glaxosmithkline Consumer Healt...	3.97
Bharti Airtel Ltd.	3.35
Larsen & Toubro Ltd.	3.17
Kotak Mahindra Bank Ltd.	2.82
Housing Development Finance Co...	2.76

Top 10 sectors

sectors	(%)
Bank - Private	19.43
IT - Software	9.27
Refineries	7.53
Pharmaceuticals & Drugs	5.55
Household & Personal Products	4.26
Consumer Food	3.97
Finance - Housing	3.77
Finance - NBFC	3.44
Telecommunication - Service Provider	3.35
Engineering - Construction	3.17

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)	Small-Value	25-Oct-2000	517.90	5.03	-21.47	-24.74	-24.60	-3.57	1.97	7.63	12.98	BUY SIP
Parag Parikh Long Term Equity Fund-Reg(G)	Small-Value	28-May-2013	2,448.13	6.19	-14.85	-17.96	-12.22	4.11	5.82	NA	12.14	BUY SIP
Canara Rob Equity Diver Fund-Reg(G)	Large-Growth	16-Sep-2003	1,601.32	5.29	-18.20	-18.50	-14.30	2.70	2.64	8.51	15.86	BUY SIP
UTI Equity Fund-Reg(G)	Large-Growth	01-Aug-2005	10,499.23	4.87	-22.06	-21.83	-17.39	1.20	2.24	9.25	12.28	BUY SIP
Quant Active Fund(G)	Large-Growth	20-Mar-2001	9.78	11.20	-14.36	-18.30	-17.66	0.63	3.62	7.48	15.28	BUY SIP
DSP Equity Fund-Reg(G)	Large-Growth	07-Jun-2007	3,522.61	4.99	-22.16	-21.76	-14.74	0.40	2.78	8.31	9.79	BUY SIP
Edelweiss Multi-Cap Fund-Reg(G)	Large-Growth	03-Feb-2015	544.52	5.81	-20.92	-23.63	-21.54	-1.11	2.13	NA	2.55	BUY SIP
JM Multicap Fund(G)	Large-Value	23-Sep-2008	127.78	3.91	-22.12	-24.04	-15.70	-1.23	3.09	5.93	8.71	BUY SIP
Union Multi Cap Fund-Reg(G)	Large-Value	10-Jun-2011	252.86	5.92	-19.19	-22.49	-18.11	-1.87	-1.00	NA	5.40	BUY SIP
Kotak Standard Multicap Fund(G)	Large-Value	11-Sep-2009	22,870.61	5.18	-21.36	-26.46	-22.02	-1.99	3.17	9.78	10.01	BUY SIP
IDBI Diversified Equity Fund(G)	Large-Growth	28-Mar-2014	296.92	4.97	-17.91	-21.49	-16.53	-2.26	0.01	NA	9.53	BUY SIP
SBI Magnum Multicap Fund-Reg(G)	Large-Growth	16-Sep-2005	8,494.16	5.62	-21.61	-25.37	-21.81	-2.38	2.59	7.78	9.58	BUY SIP
LIC MF Multi Cap Fund(G)	Large-Value	31-Mar-1998	238.52	3.94	-18.85	-22.36	-15.45	-2.54	-1.57	4.45	7.40	BUY SIP
PGIM India Diversified Equity Fund-Reg(G)	Large-Value	04-Mar-2015	107.35	5.49	-19.64	-22.03	-18.85	-3.08	0.97	NA	1.45	BUY SIP
BNP Paribas Multi Cap Fund(G)	Large-Growth	15-Sep-2005	635.63	4.19	-19.42	-25.60	-18.57	-3.10	0.85	9.10	9.52	BUY SIP
Aditya Birla SL Equity Fund(G)	Large-Growth	27-Aug-1998	11,582.16	6.64	-22.84	-26.54	-24.12	-3.99	2.18	7.96	20.40	BUY SIP
Baroda Multi Cap Fund(G)	Large-Value	12-Sep-2003	617.00	5.39	-19.00	-21.36	-19.83	-4.13	-0.62	4.54	13.22	BUY SIP
IDFC Multi Cap Fund-Reg(G)	Large-Growth	28-Sep-2005	5,476.35	4.00	-23.20	-24.39	-22.20	-4.38	-1.12	9.77	14.57	BUY SIP
Invesco India Multicap Fund(G)	Large-Growth	17-Mar-2008	899.92	5.52	-22.44	-22.39	-20.20	-4.81	0.18	11.42	11.52	BUY SIP
Motilal Oswal Multicap 35 Fund-Reg(G)	Large-Growth	28-Apr-2014	12,371.55	5.21	-22.94	-25.62	-22.93	-4.94	2.36	NA	12.19	BUY SIP
L&T Equity Fund-Reg(G)	Large-Value	16-May-2005	1,817.01	6.65	-20.64	-25.80	-24.86	-5.10	-1.00	6.96	12.98	BUY SIP
HSBC Multi Cap Equity Fund(G)	Large-Growth	24-Feb-2004	409.82	6.37	-21.44	-24.75	-26.54	-5.40	-0.62	7.27	12.31	BUY SIP
HDFC Equity Fund(G)	Large-Value	01-Jan-1995	16,041.82	4.95	-21.18	-29.95	-31.23	-5.55	-0.77	6.75	16.38	BUY SIP
ICICI Pru Multicap Fund(G)	Large-Growth	01-Oct-1994	5,081.52	5.89	-22.12	-28.86	-28.66	-6.21	0.70	7.24	12.68	BUY SIP
Franklin India Equity Fund(G)	Large-Growth	29-Sep-1994	10,102.83	6.95	-21.22	-27.04	-28.75	-6.25	-1.14	7.68	15.84	BUY SIP
Nippon India Multi Cap Fund(G)	Large-Growth	28-Mar-2005	9,743.59	4.52	-26.72	-32.24	-33.49	-6.81	-3.27	7.55	13.28	BUY SIP
Taurus Starshare (Multi Cap) Fund-Reg(G)	Large-Value	29-Jan-1994	159.64	5.62	-19.92	-26.13	-27.32	-7.19	-3.35	5.01	8.36	BUY SIP
Axis Multicap Fund-Reg(G)	Large-Growth	17-Nov-2017	5,851.55	4.70	-16.16	-16.69	-7.75	NA	NA	NA	1.98	BUY SIP
Tata Multicap Fund-Reg(G)	Large-Growth	06-Sep-2018	1,697.89	4.82	-17.28	-20.99	-14.95	NA	NA	NA	-7.86	BUY SIP
Mahindra MF Badhat Yojana-Reg(G)	Large-Growth	11-May-2017	311.38	5.83	-18.98	-22.97	-16.25	NA	NA	NA	-3.56	BUY SIP
Shriram Multicap Fund-Reg(G)	Large-Value	28-Sep-2018	45.55	4.61	-17.30	-21.09	-19.78	NA	NA	NA	-10.40	BUY SIP
Essel Multi Cap Fund-Reg(G)	Large-Growth	09-Jul-2018	197.34	6.22	-21.62	-25.78	-22.53	NA	NA	NA	-10.55	BUY SIP
Sundaram Equity Fund-Reg(G)	Large-Growth	06-Sep-2019	565.45	6.06	-21.10	-25.41	NA	NA	NA	NA	-20.17	BUY SIP
ITI Multi-Cap Fund-Reg(G)	Large-Growth	15-May-2019	89.03	5.89	-21.84	-28.21	NA	NA	NA	NA	-19.75	BUY SIP

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