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Principal Focused Multicap Fund

Principal Focused Multicap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

23.77

as on 22 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,960 today.

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NAV Performance

Principal Focused Multicap Fund performance graph for last 3 years
Performance of Principal Focused Multicap Fund for last 3 Years

Fund Information

  • ₹ 124.628

    as on 22 Sep 2023
  • Regular - Growth

  • 5 / 22

  • ₹ 300

  • ₹ 772 Cr.

    as on 31 May 2023
  • 2.39%

  • 11 Nov 2005

  • Equity - Focused Fund

  • Nifty 500 TRI

  • Principal Mutual Fund

    Show All Funds
  • Sundaram Focused Fund - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges.

Highlights of this fund

Principal Focused Multicap Fund is an Open-ended Equity Fund. The fund belongs to Focused Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 11 Nov 2005. This fund is offered by one of the top AMC (Assets Management Company) Principal Mutual Fund. You can also view here all other Equity funds offered by Principal Mutual Fund.

Latest NAV of the fund is ₹ 124.628 as on 22 Sep 2023.

This fund has 17 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.39%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 300.

Fund Objective

The Investment Objective of the scheme would be to provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.

List of Fund Managers of Principal Focused Multicap Fund

  • About Sudhir Kedia

    Picture of Sudhir KediaMr. Kedia's professional experience extends to more than 12 years with his primary responsibility comprising Fund Management & Investment Analysis. He was previously associated with ASK Investments.
  • About Ravi Gopalakrishnan

    Picture of Ravi GopalakrishnanMr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA. Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 3.55% 11.06% 24.83% 24.49% 20.48% 33.17% 19.09% 20.45% 33.92% 22.27% 25.26% 22.37% 16.28%
Category Average 1.58% 6.06% 18.18% 12.74% 8.16% 22.13% 13.59% 15.83% 22.14% 14.13% 15.36% 16.94% 13.87%
Principal Focused Multicap Fund 1.12%₹ 10,112 6.59%₹ 10,658 20.10%₹ 12,009 13.06%₹ 11,306 22.39%₹ 13,409 7.13%₹ 11,475 13.96%₹ 27,577 23.77%₹ 18,960 15.32%₹ 45,189 15.03%₹ 20,156 17.69%₹ 93,317 15.54%₹ 42,477 14.49%₹ 2,55,982
360 One Focused Equity Fund 2.26%₹ 10,225 6.67%₹ 10,667 19.32%₹ 11,932 18.46%₹ 11,845 25.36%₹ 13,589 9.16%₹ 11,915 16.96%₹ 28,369 25.32%₹ 19,681 17.97%₹ 46,925 19.09%₹ 23,973 21.07%₹ 1,01,326 - -
ICICI Prudential Focused Equity Fund 1.28%₹ 10,128 7.82%₹ 10,782 19.71%₹ 11,970 18.62%₹ 11,861 25.53%₹ 13,600 10.91%₹ 12,301 17.82%₹ 28,598 25.37%₹ 19,704 19.15%₹ 47,706 13.67%₹ 18,988 19.89%₹ 98,455 14.69%₹ 39,422 14.55%₹ 2,56,808
Franklin India Focused Equity Fund 1.81%₹ 10,181 6.87%₹ 10,687 19.78%₹ 11,978 14.30%₹ 11,430 22.19%₹ 13,397 11.54%₹ 12,440 16.75%₹ 28,313 31.32%₹ 22,647 19.53%₹ 47,961 15.73%₹ 20,777 20.02%₹ 98,767 18.71%₹ 55,688 15.82%₹ 2,74,977
Nippon India Focused Equity Fund 3.55%₹ 10,354 11.06%₹ 11,105 22.02%₹ 12,202 14.75%₹ 11,475 27.97%₹ 13,747 11.12%₹ 12,348 17.85%₹ 28,606 29.24%₹ 21,586 19.61%₹ 48,020 15.70%₹ 20,747 20.82%₹ 1,00,702 20.45%₹ 64,397 16.28%₹ 2,81,837
HDFC Focused 30 Fund 2.25%₹ 10,225 7.63%₹ 10,762 18.41%₹ 11,840 19.27%₹ 11,926 25.03%₹ 13,569 20.48%₹ 14,514 22.27%₹ 29,790 33.17%₹ 23,618 25.26%₹ 51,921 15.05%₹ 20,168 22.37%₹ 1,04,551 16.48%₹ 46,067 14.92%₹ 2,62,020

Portfolio Holdings

Portfolio holdings pattern of Principal Focused Multicap Fund as on 23 Sep 2023 are listed below:

  • Equity Holdings:

    94.63%
  • Debt Holdings:

    0.04%
  • Others Holdings:

    5.36%

Top Sector Holdings of Principal Focused Multicap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.47% ₹ 129.39 Cr.
Refineries/Marketing 7.92% ₹ 66.19 Cr.
Housing Finance 7.67% ₹ 64.16 Cr.
Power equipment 7.38% ₹ 61.82 Cr.
Computers - Software 6.42% ₹ 53.66 Cr.
Others 55.14% -

Top Stock Holdings of Principal Focused Multicap Fund

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 7.92% ₹ 66.19 Cr.
Housing Development Finance Corporation Ltd. 7.67% ₹ 64.16 Cr.
ICICI Bank Ltd. 7.42% ₹ 62.07 Cr.
Infosys Ltd. 6.42% ₹ 53.66 Cr.
Canara Bank 4.13% ₹ 34.56 Cr.
Others 66.44% -

Top Debt Instrument Type holdings of Principal Focused Multicap Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.04% ₹ .30 Cr.
Others 99.96% -

Top Debt Holdings of Principal Focused Multicap Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.04% ₹ .30 Cr.
Others 99.96%

Other Holdings

Holding TypeHolding Percentage
TREPS 4.97%
Net Receivables 0.39%