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Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.38

as on 24 Jan 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,451 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

  • ₹ 236.711

    as on 24 Jan 2022
  • Regular - Growth

  • 5 / 10

  • ₹ 300

  • ₹ 857 Cr.

    as on 24 Jan 2022
  • 2.42%

    since 30 Nov 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 ₹ 236.711 as on 24 Jan 2022.

This fund has 21 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% 12.69% 47.85% 44.39% 32.22% 24.57% 20.73% 32.65% 56.10% 44.08% 29.87% 22.95%
Category Average 0.08% -3.22% 7.21% 35.84% 24.39% 21.58% 16.64% 17.26% 23.60% 40.14% 31.42% 20.23% 17.18%
Principal Multi Cap Growth Fund 0.36%₹ 10,035 0.10%₹ 10,010 11.87%₹ 11,187 40.00%₹ 14,000 32.65%₹ 14,033 26.97%₹ 16,131 43.77%₹ 35,819 20.38%₹ 17,451 31.27%₹ 56,330 17.01%₹ 21,942 19.93%₹ 98,580 18.41%₹ 54,254 17.73%₹ 3,04,871
Invesco India Multicap Fund -1.60%₹ 9,839 -3.43%₹ 9,657 2.37%₹ 10,237 32.27%₹ 13,227 20.25%₹ 13,281 23.94%₹ 15,371 37.31%₹ 33,968 19.81%₹ 17,204 28.58%₹ 54,336 15.14%₹ 20,243 18.30%₹ 94,737 19.29%₹ 58,413 17.65%₹ 3,03,609
ICICI Prudential Multicap Fund 0.14%₹ 10,014 -3.69%₹ 9,631 4.58%₹ 10,458 29.55%₹ 12,955 19.24%₹ 13,218 19.37%₹ 14,256 36.30%₹ 33,681 16.75%₹ 15,922 25.32%₹ 51,985 14.02%₹ 19,277 16.90%₹ 91,553 15.92%₹ 43,872 15.46%₹ 2,69,841
Quant Active Fund -1.12%₹ 9,888 -2.99%₹ 9,701 7.26%₹ 10,725 47.85%₹ 14,785 30.32%₹ 13,894 44.39%₹ 20,869 56.10%₹ 39,464 32.22%₹ 23,131 44.08%₹ 66,482 24.57%₹ 30,014 29.87%₹ 1,25,161 20.73%₹ 65,877 22.95%₹ 4,04,213
Baroda Multi Cap Fund -1.48%₹ 9,852 -3.99%₹ 9,600 11.61%₹ 11,160 39.17%₹ 13,916 30.10%₹ 13,880 28.63%₹ 16,557 43.72%₹ 35,807 22.51%₹ 18,398 32.15%₹ 56,994 15.92%₹ 20,941 20.64%₹ 1,00,291 14.28%₹ 38,039 15.71%₹ 2,73,378
BNP Paribas Multi Cap Fund 0.84%₹ 10,084 -2.95%₹ 9,704 7.65%₹ 10,765 33.81%₹ 13,380 24.45%₹ 13,538 20.23%₹ 14,461 37.03%₹ 33,888 20.19%₹ 17,371 27.45%₹ 53,516 14.95%₹ 20,073 18.10%₹ 94,283 16.51%₹ 46,149 15.97%₹ 2,77,321

Portfolio Holdings

Portfolio holdings pattern of Principal Multi Cap Growth Fund as on 26 Jan 2022 are listed below:

  • Equity Holdings:

    99.13%
  • Debt Holdings:

    0.02%
  • Others Holdings:

    0.85%

Top Sector Holdings of Principal Multi Cap Growth Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.89% ₹ 154.22 Cr.
Computers - Software 9.97% ₹ 95.27 Cr.
NBFC 5.51% ₹ 47.49 Cr.
Pharmaceuticals 5.09% ₹ 43.89 Cr.
Cables - Electricals 4.47% ₹ 38.58 Cr.
Others 57.07% -

Top Stock Holdings of Principal Multi Cap Growth Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.73% ₹ 49.43 Cr.
Infosys Ltd. 4.62% ₹ 39.83 Cr.
HDFC Bank Ltd. 4.62% ₹ 39.81 Cr.
Reliance Industries Ltd. 3.07% ₹ 26.51 Cr.
Bajaj Finance Ltd. 3.03% ₹ 26.09 Cr.
Others 78.93% -

Top Debt Instrument Type holdings of Principal Multi Cap Growth Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.02% ₹ .18 Cr.
Others 99.98% -

Top Debt Holdings of Principal Multi Cap Growth Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.02% ₹ .18 Cr.
Others 99.98%

Other Holdings

Holding TypeHolding Percentage
TREPS 0.67%
Net Receivables 0.18%