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Principal Focused Multicap Fund

Principal Focused Multicap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

18.24

as on 30 Sep 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,536 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

  • ₹ 106.416

    as on 30 Sep 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 ₹ 106.416 as on 30 Sep 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 -0.40% 14.61% 9.37% 24.49% 38.97% 21.39% 17.27% 17.68% 19.18% 27.25% 27.66% 18.31% 16.82%
Category Average -2.36% 9.82% 0.56% 0.12% 25.02% 16.07% 11.71% 14.26% 2.12% 11.87% 17.33% 14.33% 13.78%
Principal Focused Multicap Fund -3.16%₹ 9,684 11.11%₹ 11,110 -2.69%₹ 9,730 -2.04%₹ 9,796 -0.18%₹ 11,988 25.70%₹ 15,800 11.06%₹ 26,820 18.24%₹ 16,536 17.55%₹ 46,652 13.15%₹ 18,558 15.38%₹ 88,181 13.83%₹ 36,581 14.01%₹ 2,49,542
SBI Focused Equity Fund -0.40%₹ 9,959 11.63%₹ 11,162 -1.22%₹ 9,877 -3.00%₹ 9,700 -1.34%₹ 11,913 26.96%₹ 16,119 12.06%₹ 27,082 16.65%₹ 15,879 17.44%₹ 46,579 14.14%₹ 19,384 15.33%₹ 88,069 15.89%₹ 43,737 15.61%₹ 2,71,880
IIFL Focused Equity Fund -1.85%₹ 9,815 11.71%₹ 11,171 -0.25%₹ 9,975 -1.62%₹ 9,837 0.95%₹ 12,062 26.76%₹ 16,068 12.20%₹ 27,117 19.74%₹ 17,174 19.58%₹ 47,999 15.45%₹ 20,524 18.31%₹ 94,755 - -
Nippon India Focused Equity Fund -2.76%₹ 9,723 10.10%₹ 11,009 2.38%₹ 10,238 2.62%₹ 10,261 5.68%₹ 12,366 34.16%₹ 17,997 17.25%₹ 28,446 20.91%₹ 17,685 24.04%₹ 51,062 12.40%₹ 17,955 17.17%₹ 92,133 17.14%₹ 48,720 16.43%₹ 2,84,247
Franklin India Focused Equity Fund -1.19%₹ 9,880 13.11%₹ 11,310 4.84%₹ 10,484 4.23%₹ 10,423 8.99%₹ 12,577 38.97%₹ 19,313 19.63%₹ 29,082 19.53%₹ 17,085 24.10%₹ 51,108 13.33%₹ 18,709 17.47%₹ 92,831 17.68%₹ 51,019 16.12%₹ 2,79,544
Axis Focused 25 Fund -4.56%₹ 9,543 10.26%₹ 11,026 -6.68%₹ 9,332 -14.63%₹ 8,537 -10.43%₹ 11,311 17.57%₹ 13,822 1.59%₹ 24,400 11.24%₹ 13,770 9.52%₹ 41,550 10.58%₹ 16,546 10.33%₹ 77,812 13.88%₹ 36,751 13.05%₹ 2,37,011

Portfolio Holdings

Portfolio holdings pattern of Principal Focused Multicap Fund as on 02 Oct 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%