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Principal Growth Fund (G)

95.870 1.1 (1.16%)

NAV as on 01 Apr, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : PRINCIPAL Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity category by Crisil (for quarter ended Mar 2014) down from Rank 1 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Close Principal Retail Equity Savings Fund has been merged with Principal Growth Fund w.e.f. February 28, 2014. Principal Services Industries Fund has been merged with Principal Growth Fund w.e.f. August 10, 2012.
Benchmark Index:
 
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Returns (NAV as on 01 Apr, 2015)

Period Returns (%) Rank #
1 mth -3.9 179
3 mth 1.6 155
6 mth 11.1 146
1 year 41.3 107
2 year 33.8 63
3 year 25.8 20
5 year 13.2 43

# Moneycontrol Rank within 238 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 1.4 - - - -
2014 6.0 25.2 4.1 6.7 -
2013 -9.5 0.5 -1.5 16.2 7.2
2012 20.5 -1.0 10.1 8.8 45.7
2011 -10.5 -3.5 -11.9 -8.3 -31.3
2010 0.4 1.6 10.3 -1.2 13.2

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -3.9 1.6 11.1 41.3 33.8 25.8 13.2
Category avg -2.1 3.1 12.2 34.0 21.9 14.7 8.3
Difference of Fund returns and Category returns -1.8 -1.5 -1.1 7.3 11.9 11.1 4.9
Best of category 7.5 11.6 30.0 76.6 52.2 39.1 24.4
Worst of category -25.6 -20.0 -23.8 -3.4 2.5 3.5 3.4
Benchmark returns # -3.3 4.2 10.4 33.3 24.8 18.1 10.0
Difference of Fund returns and Benchmark returns -0.6 -2.6 0.7 8.0 9.0 7.7 3.2
Principal Growth Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To achieve long-term capital appreciation.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 25, 2000
Benchmark S&P BSE 200
Asset Size (Rs cr) 376.35 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager P. V. K. Mohan
View performance of schemes managed by the Fund Manager
Notes Principal Retail Equity Savings Fund has been merged with Principal Growth Fund w.e.f. February 28, 2014. Principal Services Industries Fund has been merged with Principal Growth Fund w.e.f. August 10, 2012.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 365 days from the date of allotment.

Contact Details

Regd. Office Principal Mutual Fund, Exchange Plaza, 'B' Wing, 2nd Floor, NSE Building, Bandra Kurla Complex, Bandra (E), Mumbai, 400 051
Tel. No. 022 - 2202 1111
Fax No. 91 22 2204 4990
Email customer@principalindia.com
Website http://www.principalindia.com/

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Equity Oppor - IP (G) Not Ranked
8.40 2.6 16.5 52.4 27.8 --
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 2.6 16.4 52.1 27.5 19.1
HDFC Equity Fund (G) Rank 4
15,432.08 0.0 8.5 40.4 21.7 14.4
Reliance Equity Oppor -Direct (G) Not Ranked
497.80 2.7 16.8 53.2 -- --
HDFC Equity Fund - Direct (G) Not Ranked
1,862.94 0.2 8.9 41.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 19.16 5.00
SBI Banking/Finance 14.45 3.77
Dewan Housing Banking/Finance 11.72 3.06
Maruti Suzuki Automotive 11.26 2.94
Infosys Technology 11.22 2.92
Axis Bank Banking/Finance 10.70 2.79
HCL Tech Technology 10.69 2.79
Tata Motors Automotive 10.34 2.70
HDFC Bank Banking/Finance 10.28 2.68
HDFC Banking/Finance 9.81 2.56

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 25.89 52.52 19.60
Technology 12.94 24.72 10.44
Automotive 10.25 22.56 9.98
Cement 7.69 14.54 3.22
Pharmaceuticals 6.54 12.16 3.36
Metals & Mining 4.52 11.88 2.67

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 94.90
Others 0.00
Debt 0.00
Mutual Funds 0.93
Money Market 0.00
Cash / Call 4.17

View All

Concentration

Holdings (%)
Top 5 17.69
Top 10 31.21
Sector (%)
Top 3 49.08

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