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Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

18.67

as on 24 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,721 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

  • ₹ 233.870

    as on 24 Sep 2021
  • Regular - Growth

  • 4 / 10

  • ₹ 300

  • ₹ 775 Cr.

    as on 24 Sep 2021
  • 2.45%

    since 31 May 2021
  • 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 ₹ 233.870 as on 24 Sep 2021.

This fund has 20 years of track record. Since 31 May 2021 expense ratio of this fund is 2.45%. 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 10.19% 18.31% 36.05% 91.52% 51.13% 32.03% 23.51% 20.70% 85.01% 72.64% 50.91% 32.83% 24.14%
Category Average 8.26% 13.70% 29.38% 78.89% 29.73% 21.34% 15.98% 17.26% 69.20% 50.82% 36.45% 22.55% 18.34%
Principal Multi Cap Growth Fund 8.85%₹ 10,884 16.04%₹ 11,604 31.97%₹ 13,196 78.09%₹ 17,809 71.95%₹ 16,285 30.44%₹ 17,027 51.52%₹ 38,087 18.67%₹ 16,721 34.26%₹ 58,587 15.93%₹ 20,954 21.48%₹ 1,02,333 18.24%₹ 53,529 18.59%₹ 3,19,297
Quant Active Fund 8.78%₹ 10,878 14.43%₹ 11,443 36.05%₹ 13,605 90.20%₹ 19,020 85.01%₹ 17,005 51.13%₹ 22,866 72.64%₹ 44,548 32.03%₹ 23,032 50.91%₹ 72,337 23.51%₹ 28,774 32.83%₹ 1,34,161 20.70%₹ 65,733 24.14%₹ 4,31,010
ICICI Prudential Multicap Fund 7.11%₹ 10,710 12.29%₹ 11,229 25.76%₹ 12,575 77.96%₹ 17,796 62.87%₹ 15,778 24.61%₹ 15,537 45.93%₹ 36,443 15.96%₹ 15,598 30.04%₹ 55,398 13.44%₹ 18,796 19.33%₹ 97,141 16.36%₹ 45,597 16.78%₹ 2,89,566
Invesco India Multicap Fund 7.53%₹ 10,753 13.06%₹ 11,305 31.37%₹ 13,137 75.31%₹ 17,530 67.00%₹ 16,010 30.53%₹ 17,050 50.37%₹ 37,747 19.62%₹ 17,123 34.85%₹ 59,044 15.34%₹ 20,427 21.38%₹ 1,02,096 18.94%₹ 56,751 19.37%₹ 3,32,959
Baroda Multi Cap Fund 10.19%₹ 11,019 18.31%₹ 11,831 31.14%₹ 13,114 83.73%₹ 18,372 75.06%₹ 16,457 31.95%₹ 17,424 53.76%₹ 38,753 22.03%₹ 18,184 36.84%₹ 60,591 15.02%₹ 20,150 22.50%₹ 1,04,892 14.51%₹ 38,806 16.50%₹ 2,85,255
BNP Paribas Multi Cap Fund 6.64%₹ 10,663 13.08%₹ 11,307 28.75%₹ 12,875 75.03%₹ 17,503 65.29%₹ 15,914 26.70%₹ 16,062 46.04%₹ 36,474 19.82%₹ 17,209 32.23%₹ 57,039 14.90%₹ 20,045 20.34%₹ 99,543 16.05%₹ 44,372 17.07%₹ 2,94,233

Portfolio Holdings

Portfolio holdings pattern of Principal Multi Cap Growth Fund as on 27 Sep 2021 are listed below:

  • Equity Holdings:

    99.85%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    0.14%

Top Sector Holdings of Principal Multi Cap Growth Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.03% ₹ 132.02 Cr.
Computers - software 11.73% ₹ 90.86 Cr.
Nbfc 6.43% ₹ 49.80 Cr.
Pharmaceuticals 5.78% ₹ 44.87 Cr.
Chemicals - speciality 4.72% ₹ 36.56 Cr.
Others 54.31% -

Top Stock Holdings of Principal Multi Cap Growth Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.01% ₹ 38.88 Cr.
Infosys Ltd. 4.87% ₹ 37.75 Cr.
HDFC Bank Ltd. 4.86% ₹ 37.67 Cr.
Reliance Industries Ltd. 2.85% ₹ 22.06 Cr.
Bajaj Finance Ltd. 2.74% ₹ 21.21 Cr.
Others 79.67% -

Top Debt Instrument Type holdings of Principal Multi Cap Growth Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.01% ₹ .11 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% ₹ .11 Cr.
Others 99.99%

Other Holdings

Holding TypeHolding Percentage
TREPS 0.43%
Net Receivables -0.29%