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SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 4.6 | - |
| 3 mth | 3.3 | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 84 Large Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -7.9 | - | - | - | - |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Large Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 4.6 | 3.3 | -- | -- | -- | -- | -- |
| Category avg | 4.7 | 3.9 | 7.0 | 21.7 | 5.9 | 6.1 | 3.3 |
| Difference of Fund returns and Category returns | -0.1 | -0.6 | -- | -- | -- | -- | -- |
| Best of category | 7.2 | 8.0 | 14.5 | 33.1 | 12.0 | 12.6 | 14.6 |
| Worst of category | 3.2 | -0.2 | -2.1 | 7.0 | -1.3 | -2.9 | -16.6 |
| Benchmark returns # | 4.9 | 4.3 | 8.9 | 24.5 | 6.1 | 6.4 | 2.9 |
| Difference of Fund returns and Benchmark returns | -0.3 | -1.0 | -- | -- | -- | -- | -- |
Investment Objective
To provide long term capital appreciation and regular income by investing in equity and equity related instruments and also in debt and money market instruments.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 01, 2013 |
| Benchmark | S&P BSE 100 |
| Asset Size (Rs cr) | 0.01 (Mar-30-2013) |
| 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 | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed on or before 1 year from the date of allotment. |
| 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 |
| customer@principalindia.com | |
| Website | http://www.principalindia.com/ |
| Large Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Top 200 Fund (G) | Rank 3 |
11,958.80 | 4.6 | 9.2 | 24.4 | 8.4 | 10.1 |
| ICICI Pru Focused Bluechip Eqty (G) | Rank 2 |
4,290.51 | 4.1 | 8.2 | 25.5 | 11.6 | 13.6 |
| Franklin India Bluechip (G) | Rank 3 |
4,312.21 | 2.8 | 7.8 | 22.1 | 9.0 | 8.7 |
| L&T Equity Fund (G) | Rank 4 |
2,395.39 | 3.9 | 5.6 | 19.9 | 7.4 | 8.2 |
| DSP-BR Top 100 Equity - RP (G) | Rank 3 |
3,379.26 | 4.4 | 6.8 | 19.4 | 8.1 | 7.7 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ITC | Tobacco | 1.61 | 7.22 |
| ICICI Bank | Banking/Finance | 1.26 | 5.63 |
| Reliance | Oil & Gas | 1.05 | 4.70 |
| Tata Motors | Automotive | 0.91 | 4.07 |
| HDFC | Banking/Finance | 0.87 | 3.91 |
| HDFC Bank | Banking/Finance | 0.71 | 3.20 |
| Maruti Suzuki | Automotive | 0.66 | 2.96 |
| OracleFinancial | Technology | 0.59 | 2.63 |
| SBI | Banking/Finance | 0.56 | 2.52 |
| Federal Bank | Banking/Finance | 0.56 | 2.51 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 25.77 | 25.77 | 23.51 |
| Oil & Gas | 9.98 | 9.98 | 6.49 |
| Automotive | 9.08 | 9.08 | 6.01 |
| Pharmaceuticals | 8.74 | 8.74 | 6.56 |
| Technology | 7.59 | 10.96 | 7.59 |
| Tobacco | 7.22 | 7.22 | 4.71 |
| Equity | 91.28 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 4.48 |
| Cash / Call | 4.24 |
| Holdings | (%) |
|---|---|
| Top 5 | 25.53 |
| Top 10 | 39.35 |
| Sector | (%) |
|---|---|
| Top 3 | 44.83 |
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