Principal Focused Multicap Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Focused Fund
Benchmark Type
S&P BSE 100
Scheme AUM (in Crs.)
₹ 291.78
Expense Ratio
1.55%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 6940
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
63.99
(-0.56 %)
NAV as on 2019-01-23
Returns
Fund
Principal Focused Multicap Fund Direct Plan
1 Year
-3.59%
3 Year
14.2%
5 Year
14.99%
AMC Details
amc launch date
Launch Date
25 Nov 1994
amc sponsor
Sponsor
NA
amc email
Email
customer@principalindia.com
amc phone
Phone
022 - 67720555
amc address
Address
Exchange Plaza, 2nd Floor,,National Stock Exchange Building,Bandra Kurla Complex,,Bandra East, Mumbai - 400051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
To provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
Suitability
This product is suitable for investors who are seeking
• Long term Capital Growth
• Investment in equity & equity related securities including equity derivatives of large capitalization Companies
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,937
Portfolio Value
-63
Total Returns