PRPrincipal MFGrowth

Principal Focussed Advantage Fund - Growth

Multi Cap FundEquity - Multi Cap FundBenchmark: NIFTY 50
NAV · 02 Nov 2007₹21.14+1.44%
AUM₹60 Cr
Expense Ratio
CAGR
Exit Load0.50% before 180D
Min SIP
Launched

Investment Objective

To provide capital appreciation and / or dividend distribution by investing in companies from a maximum of six sectors, depending upon their growth prospects and valuation at any given point in time.

Asset Allocation
Other100.0%
Fund Managers
SS
Shyam Sunder Bhat
Fund Manager
Key Information
₹5,000
0.50% before 180D
Nil
Inception
AMCPrincipal MF
Top Holdings
1Cash, Call And Other Assets15.97%
2JM Financial LtdFinancial Services6.18%
3Power Finance Corporation LtdFinancial Services5.49%
4Bharat Heavy Electricals LtdIndustrial Manufacturing4.93%
5Great Offshore LtdEnergy4.70%
6Chennai Petroleum Corporation LtdEnergy4.60%
7Mphasis BFL LtdIT4.47%
8ICICI Bank Ltd.Financial Services4.14%
9Reliance Industries LtdEnergy4.12%
10Allied Digital Services LtdIT3.91%
Sector Allocation
Energy18.6%
Financial Services17.7%
Industrial Manufacturing17.6%
Other16.0%
IT11.7%
Automobile6.3%
Latest News

No recent news found for Principal Focussed Advantage Fund - Growth.

Principal MF Latest News

Trailing Returns
PeriodReturns
1 Day+1.44%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.50% before 180D
Nil
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme