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: 2.39% As on ( 31-10-2018) |
| Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 823.22 Cr As on ( 30-11-2018) |
| Turn over: 23.0 |
PERFORMANCE of Principal Multi Cap Growth Fund-Growth Option
Scheme Performance (%) Data as on - 14-12-2018
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Principal Multi Cap Growth Fund-Growth Option | -5.84 | 14.45 | 18.24 | 17.6 | 15.53 |
| NIFTY 500 TRI | 0.77 | 13.49 | 15.15 | 16.43 | 16.67 |
| Equity: Multi Cap | -2.2 | 11.3 | 16.23 | 17.79 | 12.32 |
Yearly Performance (%)
Fund Managers
Mr. P V K Mohan
Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore. Prior to joining Principal AMC he has worked with UTI AMC.
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
| 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 | -5.84 | 15.83 | 14.45 | 18.24 | 17.6 |
| Axis Multicap Fund - Regular Plan - Growth | 13-11-2017 | 8.28 | 0.0 | 0.0 | 0.0 | 0.0 |
| UTI - Equity Fund-Growth Option | 05-08-2005 | 7.42 | 15.22 | 11.93 | 15.78 | 18.08 |
| Canara Robeco Equity Diversified Fund - Regular Plan - Growth | 16-09-2003 | 3.87 | 17.33 | 11.81 | 14.46 | 17.91 |
| Mirae Asset India Equity Fund - Growth Plan | 04-04-2008 | 2.39 | 17.22 | 15.49 | 19.55 | 22.13 |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 2.38 | 12.5 | 12.51 | 17.56 | 17.88 |
| Parag Parikh Long Term Equity Fund - Regular Plan - Growth | 05-05-2013 | 1.66 | 13.33 | 11.32 | 17.25 | 0.0 |
| Kotak Standard Multicap Fund - Growth | 11-09-2009 | 1.06 | 15.09 | 14.27 | 19.32 | 0.0 |
| Reliance Multi Cap Fund-Growth Plan-Growth Option | 28-03-2005 | 0.24 | 15.49 | 9.79 | 16.8 | 21.57 |
| Essel Multi Cap Fund - Regular Plan - Growth | 02-07-2018 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |