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Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

14.64

as on 06 Jul 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,077 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

  • ₹ 215.319

    as on 06 Jul 2022
  • 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 ₹ 215.319 as on 06 Jul 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% 12.46% 37.41% 42.33% 26.46% 19.19% 19.29% 0.55% 23.48% 29.61% 23.39% 20.17%
Category Average -2.11% -9.24% -8.03% 6.51% 29.25% 15.11% 11.98% 15.53% -11.61% 13.10% 18.12% 15.11% 14.53%
Principal Multi Cap Growth Fund -1.89%₹ 9,811 -11.40%₹ 8,859 -12.59%₹ 8,741 3.83%₹ 10,382 -10.55%₹ 11,307 29.21%₹ 16,695 14.32%₹ 27,659 14.64%₹ 15,077 18.72%₹ 47,401 10.46%₹ 16,451 13.54%₹ 84,233 16.02%₹ 44,213 14.46%₹ 2,55,501
Quant Active Fund -4.70%₹ 9,529 -14.65%₹ 8,534 -10.26%₹ 8,974 3.37%₹ 10,336 -11.86%₹ 11,219 42.33%₹ 20,258 19.26%₹ 28,964 26.46%₹ 20,248 29.61%₹ 55,024 19.19%₹ 24,065 23.39%₹ 1,07,120 19.29%₹ 58,394 20.17%₹ 3,47,497
Invesco India Multicap Fund -2.51%₹ 9,749 -9.83%₹ 9,017 -15.41%₹ 8,459 -5.05%₹ 9,495 -16.04%₹ 10,937 25.65%₹ 15,789 8.74%₹ 26,212 14.18%₹ 14,897 14.87%₹ 44,885 9.06%₹ 15,432 11.45%₹ 79,986 16.82%₹ 47,367 13.86%₹ 2,47,479
Baroda Multi Cap Fund -2.65%₹ 9,735 -14.25%₹ 8,574 -14.89%₹ 8,510 2.93%₹ 10,292 -14.36%₹ 11,050 29.57%₹ 16,787 12.12%₹ 27,085 15.35%₹ 15,360 17.76%₹ 46,766 10.22%₹ 16,273 13.70%₹ 84,566 12.76%₹ 33,266 12.45%₹ 2,29,443
BNP Paribas Multi Cap Fund -4.39%₹ 9,561 -4.55%₹ 9,544 -2.58%₹ 9,742 - - - - - - - - - -
Nippon India Multi Cap Fund -0.31%₹ 9,968 -8.34%₹ 9,166 -3.75%₹ 9,625 12.74%₹ 11,273 0.55%₹ 12,036 37.31%₹ 18,855 23.48%₹ 30,097 12.46%₹ 14,232 22.78%₹ 50,150 11.01%₹ 16,865 15.03%₹ 87,389 14.08%₹ 37,361 13.22%₹ 2,39,110

Portfolio Holdings

Portfolio holdings pattern of Principal Multi Cap Growth Fund as on 07 Jul 2022 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%