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Principal Focused Multicap Fund

Principal Focused Multicap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

16.34

as on 18 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,757 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

  • ₹ 98.628

    as on 18 May 2022
  • Regular - Growth

  • 3 / 22

  • ₹ 300

  • ₹ 677 Cr.

    as on 31 Dec 2021
  • 2.48%

  • 11 Nov 2005

  • Equity - Focused Fund

  • Nifty 500 TRI

  • Principal Mutual Fund

    Show All Funds
  • Principal Focused Multicap 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 ₹ 98.628 as on 18 May 2022.

This fund has 16 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.48%. 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 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 -2.60% -0.61% 8.49% 24.49% 45.55% 19.90% 17.27% 19.42% 8.37% 27.52% 23.25% 16.59% 16.69%
Category Average -6.78% -6.54% -10.41% 8.06% 33.61% 14.33% 11.01% 15.05% -9.33% 13.82% 15.52% 12.40% 13.26%
Principal Focused Multicap Fund -8.64%₹ 9,135 -8.33%₹ 9,166 -12.87%₹ 8,712 5.53%₹ 10,552 -12.44%₹ 11,181 33.07%₹ 17,706 13.28%₹ 27,386 16.34%₹ 15,757 16.56%₹ 45,974 12.24%₹ 17,818 14.02%₹ 85,235 14.76%₹ 39,657 13.55%₹ 2,43,339
SBI Focused Equity Fund -7.91%₹ 9,208 -7.69%₹ 9,231 -16.36%₹ 8,363 9.82%₹ 10,982 -11.81%₹ 11,224 33.28%₹ 17,764 14.45%₹ 27,693 15.32%₹ 15,346 16.23%₹ 45,759 14.24%₹ 19,461 14.34%₹ 85,914 16.94%₹ 47,854 15.37%₹ 2,68,315
IIFL Focused Equity Fund -8.63%₹ 9,136 -9.87%₹ 9,012 -14.35%₹ 8,564 8.76%₹ 10,875 -12.98%₹ 11,145 37.75%₹ 18,976 13.89%₹ 27,545 18.73%₹ 16,751 17.75%₹ 46,753 14.69%₹ 19,852 16.54%₹ 90,689 - -
Nippon India Focused Equity Fund -7.34%₹ 9,265 -5.33%₹ 9,467 -8.82%₹ 9,118 10.85%₹ 11,085 -4.52%₹ 11,706 45.55%₹ 21,183 21.81%₹ 29,645 16.06%₹ 15,644 21.94%₹ 49,574 10.94%₹ 16,812 15.14%₹ 87,630 17.90%₹ 51,936 16.05%₹ 2,78,308
Franklin India Focused Equity Fund -7.15%₹ 9,284 -7.96%₹ 9,203 -10.46%₹ 8,954 8.89%₹ 10,889 -7.80%₹ 11,491 42.18%₹ 20,214 19.82%₹ 29,112 14.67%₹ 15,087 19.19%₹ 47,709 10.77%₹ 16,683 14.21%₹ 85,641 18.16%₹ 53,111 15.25%₹ 2,66,556
Axis Focused 25 Fund -9.29%₹ 9,070 -9.82%₹ 9,017 -19.63%₹ 8,037 -1.33%₹ 9,867 -21.66%₹ 10,551 28.04%₹ 16,395 4.86%₹ 25,222 12.60%₹ 14,286 9.64%₹ 41,606 11.31%₹ 17,091 10.19%₹ 77,517 - -

Portfolio Holdings

Portfolio holdings pattern of Principal Focused Multicap Fund as on 20 May 2022 are listed below:

  • Equity Holdings:

    91.14%
  • Debt Holdings:

    0.04%
  • Others Holdings:

    8.82%

Top Sector Holdings of Principal Focused Multicap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 19.72% ₹ 141.50 Cr.
Computers - Software 9.96% ₹ 69.30 Cr.
Refineries/Marketing 8.29% ₹ 57.68 Cr.
Housing Finance 4.36% ₹ 30.37 Cr.
Retailing 4.36% ₹ 30.34 Cr.
Others 53.31% -

Top Stock Holdings of Principal Focused Multicap Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 8.45% ₹ 58.80 Cr.
ICICI Bank Ltd. 6.91% ₹ 48.05 Cr.
Reliance Industries Ltd. 5.78% ₹ 40.21 Cr.
HDFC Bank Ltd. 5.38% ₹ 37.40 Cr.
Housing Development Finance Corporation Ltd. 4.36% ₹ 30.37 Cr.
Others 69.12% -

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
Net Receivables 8.82%