MyWealthGrowth.com logo
HomeMutual Funds

Principal Focused Multicap Fund

Principal Focused Multicap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.16

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,102 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 98.470

    as on 10 Jun 2021
  • Regular - Growth

  • 4 / 22

  • ₹ 300

  • ₹ 483 Cr.

    as on 10 Jun 2021
  • 2.53%

    since 31 Dec 2020
  • 11 Nov 2005

  • Equity - Focused Fund

  • Nifty 50

  • 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 ₹ 98.470 as on 10 Jun 2021.

This fund has 15 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.53%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

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 Moderately 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 8.58% 17.51% 33.40% 77.38% 26.35% 20.59% 18.94% 17.45% 79.03% 47.48% 31.71% 21.19% 19.20%
Category Average 6.33% 6.09% 20.21% 56.85% 17.93% 13.04% 14.87% 13.33% 52.41% 33.06% 23.14% 16.48% 15.05%
Principal Focused Multicap Fund 6.75%₹ 10,675 7.42%₹ 10,741 24.50%₹ 12,450 61.03%₹ 16,102 59.01%₹ 15,547 22.59%₹ 15,035 37.92%₹ 34,111 17.16%₹ 16,102 27.32%₹ 53,382 16.41%₹ 21,383 19.13%₹ 96,635 13.38%₹ 35,155 15.86%₹ 2,75,522
IIFL Focused Equity Fund 6.99%₹ 10,698 5.65%₹ 10,565 19.64%₹ 11,963 62.90%₹ 16,290 54.99%₹ 15,319 24.82%₹ 15,588 37.88%₹ 34,098 20.59%₹ 17,564 29.80%₹ 55,193 18.94%₹ 23,816 21.19%₹ 1,01,601 - -
Axis Focused 25 Fund 5.39%₹ 10,539 5.66%₹ 10,566 15.08%₹ 11,507 56.30%₹ 15,629 48.11%₹ 14,925 19.62%₹ 14,316 31.71%₹ 32,365 14.06%₹ 14,855 23.55%₹ 50,709 17.93%₹ 22,823 18.61%₹ 95,416 - -
SBI Focused Equity Fund 7.81%₹ 10,781 9.70%₹ 10,969 21.68%₹ 12,167 54.45%₹ 15,444 57.22%₹ 15,446 20.01%₹ 14,410 34.47%₹ 33,138 15.53%₹ 15,439 25.45%₹ 52,044 16.79%₹ 21,741 19.02%₹ 96,379 17.45%₹ 50,002 17.74%₹ 3,04,932
Motilal Oswal Focused 25 Fund 5.54%₹ 10,554 3.23%₹ 10,323 14.68%₹ 11,467 47.96%₹ 14,796 41.47%₹ 14,540 18.27%₹ 13,993 29.02%₹ 31,622 13.26%₹ 14,543 22.04%₹ 49,662 15.30%₹ 20,389 16.01%₹ 89,535 - -
Sundaram Select Focus Fund 5.43%₹ 10,542 3.82%₹ 10,381 16.70%₹ 11,669 47.53%₹ 14,753 42.58%₹ 14,605 14.69%₹ 13,157 27.01%₹ 31,069 12.88%₹ 14,398 19.91%₹ 48,216 14.84%₹ 19,981 15.77%₹ 89,013 11.09%₹ 28,642 13.36%₹ 2,40,939

Portfolio Holdings

Portfolio holdings pattern of Principal Focused Multicap Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    98.40%
  • Debt Holdings:

    0.04%
  • Others Holdings:

    1.56%

Top Sector Holdings of Principal Focused Multicap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 20.07% ₹ 105.49 Cr.
Nbfc 13.73% ₹ 72.17 Cr.
Computers - software 10.74% ₹ 56.45 Cr.
Refineries/marketing 6.47% ₹ 34.01 Cr.
Housing finance 5.58% ₹ 29.33 Cr.
Others 43.41% -

Top Stock Holdings of Principal Focused Multicap Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 8.11% ₹ 42.61 Cr.
ICICI Bank Ltd. 7.90% ₹ 41.50 Cr.
HDFC Bank Ltd. 7.74% ₹ 40.68 Cr.
Reliance Industries Ltd. 6.47% ₹ 34.01 Cr.
Bajaj Finserv Ltd 6.09% ₹ 32.03 Cr.
Others 63.69% -

Top Debt Instrument Type holdings of Principal Focused Multicap Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.04% ₹ .20 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% ₹ .20 Cr.
Others 99.96%

Other Holdings

Holding TypeHolding Percentage
TREPS 1.87%
Net Receivables -0.31%