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Principal Focused Multicap Fund

Principal Focused Multicap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.09

as on 31 Jan 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,251 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

  • ₹ 106.213

    as on 31 Jan 2023
  • 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 ₹ 106.213 as on 31 Jan 2023.

This fund has 17 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 2.20% 0.86% 8.57% 24.49% 27.97% 20.38% 17.27% 16.87% 14.38% 18.75% 26.35% 17.79% 15.59%
Category Average -3.15% -3.24% 1.82% 0.93% 14.08% 13.69% 9.25% 13.35% 0.21% 4.24% 14.03% 12.55% 12.76%
Principal Focused Multicap Fund -3.43%₹ 9,657 -5.09%₹ 9,491 2.42%₹ 10,241 -3.57%₹ 9,642 -1.22%₹ 11,920 14.70%₹ 13,166 3.03%₹ 24,763 15.09%₹ 15,251 13.37%₹ 43,956 10.80%₹ 16,702 13.72%₹ 84,659 13.08%₹ 34,206 13.13%₹ 2,38,189
SBI Focused Equity Fund -3.46%₹ 9,654 -5.69%₹ 9,431 -0.94%₹ 9,905 -5.77%₹ 9,423 -4.55%₹ 11,701 13.90%₹ 12,982 0.91%₹ 24,229 12.01%₹ 14,056 11.30%₹ 42,654 10.22%₹ 16,268 12.18%₹ 81,507 13.90%₹ 36,764 13.99%₹ 2,49,337
IIFL Focused Equity Fund -0.79%₹ 9,921 -1.44%₹ 9,855 5.85%₹ 10,585 -0.50%₹ 9,949 6.93%₹ 12,448 15.65%₹ 13,385 7.78%₹ 25,976 17.36%₹ 16,171 17.57%₹ 46,674 14.98%₹ 20,106 17.88%₹ 93,783 - -
Nippon India Focused Equity Fund -1.90%₹ 9,810 -3.47%₹ 9,653 1.34%₹ 10,134 1.17%₹ 10,117 3.06%₹ 12,199 19.25%₹ 14,235 7.72%₹ 25,962 18.62%₹ 16,698 20.07%₹ 48,352 9.66%₹ 15,863 16.20%₹ 90,014 16.99%₹ 48,086 15.55%₹ 2,71,106
Franklin India Focused Equity Fund -1.56%₹ 9,843 -1.82%₹ 9,817 5.86%₹ 10,586 4.20%₹ 10,420 9.59%₹ 12,617 21.27%₹ 14,722 11.33%₹ 26,898 18.26%₹ 16,545 21.94%₹ 49,626 10.79%₹ 16,697 17.17%₹ 92,184 16.80%₹ 47,281 15.54%₹ 2,70,924
Axis Focused 25 Fund -6.41%₹ 9,358 -9.66%₹ 9,033 -9.82%₹ 9,018 -15.05%₹ 8,495 -17.50%₹ 10,825 2.39%₹ 10,485 -10.58%₹ 21,400 5.53%₹ 11,754 1.24%₹ 36,692 6.76%₹ 13,874 5.45%₹ 68,877 11.85%₹ 30,664 10.48%₹ 2,06,758

Portfolio Holdings

Portfolio holdings pattern of Principal Focused Multicap Fund as on 01 Feb 2023 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%