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
Domestic Equity84.0%
Cash & Equivalents16.0%
Fund Managers
SS
Shyam Sunder Bhat
Fund Manager
Key Information
₹5,000
0.50% before 180D
Nil
Inception
AMCPrincipal MF
Top Holdings As of 31 Oct 2007
1Cash, Call And Other AssetsOthers15.97%
2JM Financial Ltd.Finance6.18%
3Power Finance Corporation Ltd.Finance5.49%
4Bharat Heavy Electricals Ltd.Capital Goods4.93%
5GOL Offshore Ltd.Logistics4.70%
6Chennai Petroleum Corporation Ltd.Crude Oil4.60%
7Mphasis Ltd.IT4.47%
8ICICI Bank Ltd.Bank4.14%
9Reliance Industries Ltd.Crude Oil4.12%
10Allied Digital Services Ltd.IT3.91%
Sector Allocation
Others16.0%
IT13.0%
Capital Goods12.4%
Finance11.7%
Crude Oil10.8%
Bank9.3%
Infrastructure6.7%
Automobile & Ancillaries6.3%
Logistics4.7%
Power3.4%
Chemicals1.8%
FMCG1.7%
Gas Transmission1.6%
Agri0.7%
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