Overview (as on 30 Jul 2021)

NAV

₹107.64

1y returns

55.887%

Fund AUM

₹600 Cr

Expense Ratio

1.55%

Min SIP

₹100

Min Lumpsum

₹300

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
33.83%
Tech
14.61%
Basic Materials
13.46%
Industrials
11.45%
Energy
10.40%
Health
6.29%
Defensive
5.61%
Consumer
4.34%
Size Breakup
Large Cap
76.95%
Mid Cap
19.57%
Small Cap
3.48%

Key Metrics

Beta 

0.0

Std deviation 

17.32%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
To provide capital appreciation and /or IDCW distribution by investing in companies across market capitalization.
Scheme Name
Principal Focused Multicap Fund- Direct Plan - Growth Option
Scheme Document
Exit Load

For 0 - 7 Days: 0.25%

After 7 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Ravi Gopalakrishnan
Fund House Details
Fund House
Principal Asset Management Private Limited
Email
customer@principalindia.com
Phone
+912267720512
Address
Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East)

Other Related Plans

Peer Funds

Principal Focused Multicap Fund- Direct Plan - ...

NAV

₹107.64

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Ravi Gopalakrishnan
Ravi Gopalakrishnan

leader

Work Experience
"null"

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