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Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.70

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,949 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

  • ₹ 199.820

    as on 10 Jun 2021
  • Regular - Growth

  • 2 / 10

  • ₹ 300

  • ₹ 697 Cr.

    as on 10 Jun 2021
  • 2.47%

    since 31 Dec 2020
  • 25 Oct 2000

  • Equity - Multi Cap Fund

  • Nifty 500 TRI

  • 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 ₹ 199.820 as on 10 Jun 2021.

This fund has 20 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.47%. 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

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 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 10.57% 21.52% 39.38% 108.28% 38.75% 26.29% 22.21% 17.48% 98.39% 64.71% 43.87% 28.89% 22.23%
Category Average 7.64% 10.40% 28.50% 68.96% 20.82% 15.09% 15.30% 14.60% 69.38% 40.69% 27.91% 17.92% 16.30%
Principal Multi Cap Growth Fund 8.98%₹ 10,898 9.37%₹ 10,937 26.35%₹ 12,634 65.54%₹ 16,553 62.44%₹ 15,740 17.75%₹ 13,871 36.91%₹ 33,823 11.70%₹ 13,949 24.12%₹ 51,104 15.88%₹ 20,899 16.33%₹ 90,243 15.04%₹ 40,655 16.29%₹ 2,81,947
Invesco India Multicap Fund 10.57%₹ 11,056 12.52%₹ 11,252 29.09%₹ 12,909 67.91%₹ 16,790 72.13%₹ 16,280 22.80%₹ 15,087 41.72%₹ 35,195 12.76%₹ 14,349 27.47%₹ 53,492 14.97%₹ 20,095 17.56%₹ 92,993 17.33%₹ 49,520 17.84%₹ 3,06,548
ICICI Prudential Multicap Fund 8.91%₹ 10,891 7.94%₹ 10,793 25.82%₹ 12,581 63.24%₹ 16,324 66.65%₹ 15,975 15.70%₹ 13,391 36.35%₹ 33,667 13.23%₹ 14,530 23.53%₹ 50,694 14.14%₹ 19,377 15.91%₹ 89,317 13.74%₹ 36,261 15.32%₹ 2,67,667
BNP Paribas Multi Cap Fund 7.07%₹ 10,706 8.61%₹ 10,861 24.66%₹ 12,465 57.36%₹ 15,736 59.58%₹ 15,579 17.94%₹ 13,916 34.27%₹ 33,079 13.47%₹ 14,624 23.95%₹ 50,985 13.98%₹ 19,244 15.84%₹ 89,172 14.27%₹ 38,002 15.11%₹ 2,64,679
Baroda Multi Cap Fund 6.16%₹ 10,615 7.30%₹ 10,729 24.21%₹ 12,421 67.02%₹ 16,701 62.26%₹ 15,730 19.82%₹ 14,362 37.94%₹ 34,115 13.40%₹ 14,595 25.91%₹ 52,372 13.72%₹ 19,023 16.57%₹ 90,774 11.11%₹ 28,708 13.79%₹ 2,46,566
Nippon India Multi Cap Fund 7.91%₹ 10,791 6.15%₹ 10,615 29.97%₹ 12,997 71.55%₹ 17,155 73.34%₹ 16,346 11.42%₹ 12,418 35.42%₹ 33,404 11.08%₹ 13,719 21.76%₹ 49,473 12.18%₹ 17,768 14.32%₹ 85,894 13.21%₹ 34,614 13.51%₹ 2,42,893

Portfolio Holdings

Portfolio holdings pattern of Principal Multi Cap Growth Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    98.85%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    1.14%

Top Sector Holdings of Principal Multi Cap Growth Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.49% ₹ 110.52 Cr.
Computers - software 10.59% ₹ 75.53 Cr.
Nbfc 6.63% ₹ 47.23 Cr.
Cement 4.87% ₹ 34.77 Cr.
Pharmaceuticals 4.61% ₹ 32.86 Cr.
Others 57.81% -

Top Stock Holdings of Principal Multi Cap Growth Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 5.48% ₹ 39.07 Cr.
ICICI Bank Ltd. 5.13% ₹ 36.58 Cr.
Infosys Ltd. 4.58% ₹ 32.67 Cr.
Reliance Industries Ltd. 3.08% ₹ 21.97 Cr.
Dixon Technologies (India) Ltd. 2.85% ₹ 20.32 Cr.
Others 78.88% -

Top Debt Instrument Type holdings of Principal Multi Cap Growth Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.01% ₹ .10 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% ₹ .10 Cr.
Others 99.99%

Other Holdings

Holding TypeHolding Percentage
TREPS 1.07%
Net Receivables 0.07%