SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > PRINCIPAL Mutual Fund > Principal Growth Fund - Direct Plan (D)

Principal Growth Fund - Direct Plan (D)

40.420 0.27 (0.66%)

NAV as on 17 Dec, 2014

CRISIL MF RANK

Not Ranked

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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Principal Retail Equity Savings Fund has been merged with Principal Growth Fund w.e.f. February 28, 2014.
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 17 Dec, 2014)

Period Returns (%) Rank #
1 mth -7.0 165
3 mth -1.9 152
6 mth 7.8 121
1 year 46.4 80
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.2 25.4 4.2 - -
2013 -10.4 0.6 -1.4 16.4 6.8

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 -7.0 -1.9 7.8 46.4 -- -- --
Category avg -3.6 1.2 11.0 37.8 13.5 10.2 4.8
Difference of Fund returns and Category returns -3.4 -3.1 -3.2 8.6 -- -- --
Best of category 7.5 9.6 29.8 75.7 44.3 41.1 22.3
Worst of category -8.4 -12.9 -10.7 6.0 8.2 8.1 -8.1
Benchmark returns # -4.7 1.0 5.7 34.5 17.2 21.1 9.3
Difference of Fund returns and Benchmark returns -2.3 -2.9 2.1 11.9 -- -- --
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To achieve long term capital appreciation.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 5.31 (Sep-30-2014)
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.

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 (%)
HDFC Equity Fund - Direct (G) Not Ranked
1,523.73 -1.3 8.5 52.4 -- --
Franklin High Growth Cos (G) Rank 1
799.94 8.3 28.8 74.0 39.2 18.8
HDFC Equity Fund (G) Rank 3
14,114.11 -1.5 8.1 51.4 27.1 15.0
Franklin High Growth Co -Direct (G) Not Ranked
10.29 8.7 29.8 75.7 -- --
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 3.9 18.1 56.8 32.9 19.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 22.45 5.67
SBI Banking/Finance 16.16 4.08
ITC Tobacco 14.61 3.69
Maruti Suzuki Automotive 12.04 3.04
Reliance Oil & Gas 12.04 3.04
Federal Bank Banking/Finance 11.10 2.80
Infosys Technology 9.89 2.50
Tata Motors Automotive 9.34 2.36
Aurobindo Pharm Pharmaceuticals 9.37 2.36
HDFC Bank Banking/Finance 8.75 2.21

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 26.58 26.58 17.00
Automotive 12.93 15.54 9.98
Technology 11.15 17.27 10.44
Oil & Gas 7.58 9.72 6.59
Cement 7.46 7.46 1.82
Metals & Mining 6.85 7.40 2.67

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 97.14
Others 0.00
Debt 0.00
Mutual Funds 0.81
Money Market 0.00
Cash / Call 2.05

View All

Concentration

Holdings (%)
Top 5 19.52
Top 10 31.75
Sector (%)
Top 3 50.66

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.