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Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

26.72

as on 20 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,349 today.

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NAV Performance

Principal Multi Cap Growth Fund performance graph for last 3 years
Performance of Principal Multi Cap Growth Fund for last 3 Years

Fund Information

  • ₹ 223.824

    as on 20 Mar 2023
  • Regular - Growth

  • 2 / 10

  • ₹ 300

  • ₹ 857 Cr.

    as on 31 Dec 2021
  • 2.42%

  • 25 Oct 2000

  • Equity - Multi Cap Fund

  • Nifty 50

  • Principal Mutual Fund

    Show All Funds
  • Principal Multi Cap Growth Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Principal Multi Cap Growth Fund is an Open-ended Equity Fund. The fund belongs to Multi Cap 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 25 Oct 2000. 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 ₹ 223.824 as on 20 Mar 2023.

This fund has 22 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.42%. 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

To achieve long-term capital appreciation.

List of Fund Managers of Principal Multi Cap Growth Fund

  • About Siddarth Mohta

    Picture of Siddarth MohtaSiddarth has been a part of Principal Mutual Fund since 2009. He has over 14 years of experience in Finance and Stock Markets. Prior to joining Principal, he worked as an Analyst in Adventity Global Services, ICRA Management Consulting Services, and Polaris Software Ltd. Mohta is a B.Com and a Post Graduate Diploma in Management in Finance and Certified in Financial Risk Management
  • 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 3.05% 1.13% 12.46% 37.41% 31.14% 42.89% 18.38% 20.23% 5.58% 11.71% 23.62% 21.61% 19.19%
Category Average -3.34% -6.50% -4.68% 5.97% 15.00% 27.43% 12.36% 15.72% -2.17% 2.80% 15.32% 15.19% 13.91%
Principal Multi Cap Growth Fund -4.45%₹ 9,554 -7.41%₹ 9,258 -9.65%₹ 9,034 -4.50%₹ 9,549 -6.16%₹ 11,599 11.70%₹ 12,479 0.98%₹ 24,245 26.72%₹ 20,349 13.65%₹ 44,094 9.86%₹ 16,004 12.71%₹ 82,521 15.54%₹ 42,447 13.14%₹ 2,38,054
Quant Active Fund -4.67%₹ 9,532 -14.02%₹ 8,598 -12.46%₹ 8,754 -0.64%₹ 9,935 -8.80%₹ 11,424 16.26%₹ 13,521 1.88%₹ 24,470 42.89%₹ 29,174 20.33%₹ 48,466 18.38%₹ 23,258 21.61%₹ 1,02,575 20.23%₹ 63,202 19.19%₹ 3,29,476
Invesco India Multicap Fund -4.25%₹ 9,574 -7.78%₹ 9,221 -7.29%₹ 9,271 -1.19%₹ 9,880 -2.90%₹ 11,812 9.82%₹ 12,063 0.31%₹ 24,078 25.10%₹ 19,577 12.11%₹ 43,128 9.38%₹ 15,660 11.98%₹ 81,028 16.54%₹ 46,263 12.86%₹ 2,34,496
Baroda Multi Cap Fund -4.95%₹ 9,505 -6.48%₹ 9,351 -5.52%₹ 9,448 -3.42%₹ 9,657 -2.88%₹ 11,814 11.57%₹ 12,452 2.12%₹ 24,530 27.37%₹ 20,662 14.62%₹ 44,717 11.21%₹ 17,016 14.10%₹ 85,388 13.25%₹ 34,738 12.15%₹ 2,25,830
BNP Paribas Multi Cap Fund -4.39%₹ 9,561 -4.55%₹ 9,544 -2.58%₹ 9,742 - - - - - - - - - -
Nippon India Multi Cap Fund -3.48%₹ 9,651 -5.74%₹ 9,425 -4.73%₹ 9,526 8.80%₹ 10,880 5.58%₹ 12,357 18.93%₹ 14,151 11.71%₹ 26,977 32.46%₹ 23,238 23.62%₹ 50,723 12.22%₹ 17,805 16.98%₹ 91,645 14.55%₹ 38,945 13.56%₹ 2,43,407

Portfolio Holdings

Portfolio holdings pattern of Principal Multi Cap Growth Fund as on 21 Mar 2023 are listed below:

  • Equity Holdings:

    97.74%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    2.17%

Top Sector Holdings of Principal Multi Cap Growth Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 14.75% ₹ 258.65 Cr.
Computers - Software 11.13% ₹ 195.27 Cr.
Refineries/Marketing 4.69% ₹ 82.27 Cr.
Pharmaceuticals 4.42% ₹ 77.85 Cr.
Cement 3.73% ₹ 65.48 Cr.
Others 61.28% -

Top Stock Holdings of Principal Multi Cap Growth Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 4.43% ₹ 77.74 Cr.
ICICI Bank Ltd. 4.19% ₹ 73.57 Cr.
HDFC Bank Ltd. 3.70% ₹ 64.81 Cr.
Reliance Industries Ltd. 3.42% ₹ 60.00 Cr.
Housing Development Finance Corporation Ltd. 2.51% ₹ 43.99 Cr.
Others 81.75% -

Top Debt Instrument Type holdings of Principal Multi Cap Growth Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.01% ₹ .18 Cr.
Others 99.99% -

Top Debt Holdings of Principal Multi Cap Growth Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.01% ₹ .18 Cr.
Others 99.99%

Other Holdings

Holding TypeHolding Percentage
Net Receivables 0.99%
TREPS 0.77%
Reverse Repo 0.41%