NAV
(as on 15-01-2021)
3 YRS CAGR
(as on 15-01-2021)3.5%
CAGR since inception
(since 01-01-2013)15.09%
AUM
(as on 2020-12-31)695.85 Cr
* Different plans shall have a different expense structure. Past performance may or may not be sustained in future. Returns (in %) less than one year are absolute. Returns (in %) for one year or more are calculated on Compounded Annualized Basis (CAGR). Performance of the dividend option for the investors would be net of dividend distribution tax, as applicable.
| This Fund | Benchmark | Additional Benchmark |
|---|
* Different plans shall have a different expense structure. Past performance may or may not be sustained in future. Returns (in %) less than one year are absolute. Returns (in %) for one year or more are calculated on Compounded Annualized Basis (CAGR). Performance of the dividend option for the investors would be net of dividend distribution tax, as applicable.
* Different plans shall have a different expense structure. Past performance may or may not be sustained in future. Returns (in %) less than one year are absolute. Returns (in %) for one year or more are calculated on Compounded Annualized Basis (CAGR). Performance of the dividend option for the investors would be net of dividend distribution tax, as applicable.
Benchmark
(w.e.f April 23, 2018)
Additional Benchmark
Horizon
Age
Performance
Suitable for
2. Investment in equity and equity related securities including equity derivatives of companies across market capitalization.
Investment Objective
WHY INVEST IN Principal Multi Cap Growth Fund?
• The fund seeks to outperform the benchmark across market cycles largely due to its muti-cap investment flexibility.
• The fund has almost 18 years track record across multiple market cycles.
minimum investment
options
OTHER DETAILS
Exit Load:
- Nil for redemption/switch out of units upto 24% of the units allotted(the limit).
- 1% on redemption in excess of 24% of the limit stated above.
Redemption of units would be done on First in First out Basis (FIFO)
• Nil thereafter
SIP/STP/RWP -Available
SIP - Rs 100*
STP - Rs 1000
RWP - Rs 500
*12 installments each
Cut Off Time
fund managers
Ravi Gopalakrishnan
Siddarth Mohta(Associate Fund manager)
Scheme Document & Forms
