Principal Multi Cap Growth Fund-Growth Option

(Erstwhile Principal Growth Fund-Growth Option)

Category: Equity: Multi Cap
Launch Date: 25-10-2000
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.47% As on (31-01-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 673.83 Cr As on (31-01-2021)
Turn over: 74.00
NAV as on 24-02-2021

181.4

2.62 (1.4443%)

CAGR Since Inception

15.31%

NIFTY 500 TRI 16.67%

PERFORMANCE of Principal Multi Cap Growth Fund-Growth Option

Scheme Performance (%) Data as on - 24-02-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Principal Multi Cap Growth Fund-Growth Option 23.13 7.52 17.9 14.56 15.31
NIFTY 500 TRI 29.07 11.72 17.7 12.78 16.67
Equity: Multi Cap 23.7 9.1 15.48 13.42 15.45

Yearly Performance (%)

Nav Movement

Fund Managers

Ravi Gopalakrishnan

Investment Objective

The fund seeks to achieve long-term capital appreciation through investment primarily in equities.With professional management and diversification provided the AMC, the risk will be considerably lower.

RETURNS CALCULATOR for Principal Multi Cap Growth Fund-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Principal Multi Cap Growth Fund-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Principal Multi Cap Growth Fund-Growth Option 15.88 0.59 5.93 1.15 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Principal Multi Cap Growth Fund-Growth Option

Period
Data as on - 24-02-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 23.13 17.2 7.52 17.9 14.56
Quant Active Fund-GROWTH OPTION 21-03-2001 51.73 30.13 16.92 20.39 15.33
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 29.17 23.84 12.6 0.0 0.0
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 27.57 20.16 10.02 14.84 10.49
ICICI Prudential Multicap Fund - Growth 01-10-1994 26.1 16.21 10.07 15.68 13.43
Sundaram Equity Fund Regular Plan Growth Option 01-09-2019 23.67 0.0 0.0 0.0 0.0
Invesco India Multicap Fund - Growth Option 17-03-2008 22.61 20.05 8.8 15.86 17.1
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 18.49 18.99 8.32 14.69 14.15
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 08-04-2014 16.87 14.56 6.46 15.61 0.0
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 15.82 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Principal Multi Cap Growth Fund-Growth Option

Asset Allocation (%)