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Equity

Principal Multi Cap Growth Fund

(An open ended equity scheme investing across large cap, mid cap, small cap stocks)

This product is suitable for investors who are seeking*

  • Long term Capital Growth
  • Investment in equity & equity related securities including equity derivatives of companies across market capitalization.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

To achieve long term capital appreciation.

Fund Manager:
Mr. P. V. K. Mohan
Allotment Date:
October 25, 2000
Benchmark:
Nifty 500 Index
Types of InstrumentsNormal Allocation
(% of Net Assets)
Risk Profile
 MinimumMaximum 
Equity and Equity Related Instruments 65 100 High
Debt (including securitised debt*) and Money market instruments 0 35 Low to Medium

* Investment in Securitized Debt may be up to 35% of the net assets of the Scheme.

The Asset Management Company (AMC) reserves the right to invest in Derivatives upto 50% of the net assets of the Scheme. The AMC further reserves the right to invest in ADRs / GDRs and / or Overseas Financial debt instruments including units of Overseas Mutual Funds not exceeding 15% of the net assets of the Scheme. Investment in Derivatives / ADRs / GDRs / Overseas Financial debt instruments shall be subject to restrictions imposed by SEBI / RBI or any other regulatory authority from time to time.

Subject to the SEBI Regulations, the Mutual Fund may deploy upto 50% of its total net assets of the Scheme in Stock Lending.

Regular Plan and Direct Plan.
Both the Plan offer Dividend & Growth Option

The Dividend Option under both the Plan offers facility of Payout, Reinvestment and Sweep

Exit Load:   1%- If redeemed within 365 days from the date of allotment

Nil - If redeemed after 365 days from the date of allotment.

New Investor: 5,000
Existing Investor: 1000

3.00 p.m.

In respect of purchase/switch-in of units for an amount equal to or more than 2 Lakhs, the closing NAV (Net Asset Value) of the day shall be applicable subject to realisation of the funds upto 3.00 p.m. and receipt of application (duly time stamped).

Please check the disclosure page for the current expense ratio.
More Information

SIP / RWP / STP: Available

Minimum No. & Amt.

SIP : 12 installments of 500/- each.

RWP: 6 installments of 500/- each.

STP : 6 installments of 1000/- each.

Disclaimer - Mutual Fund investments are subject to market risks, read all scheme related documents carefully.