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Principal Focused Multicap Fund- Direct Plan - Growth Option (defunct)

Principal Mutual Fund · Equity · mandate: maximum 30 stocks, ≥65% in equities · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
—
Active return /yr (full)
3.9%
Score
54
Rank (Score, pool)
#62 of 245
Percentile (full, pool)
50
IR vs benchmark
—
CAGR (absolute)
34.6%
Max drawdown
-21.2%
Months of data
107
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

2019202020210713Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

20132014201520162017201820192020202187234380Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

201320142015201620172018201920202021-21-110Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22*2.7%2.1%0.60724.8%22.2%25.0%9
FY23———————0
FY24———————0
FY25———————0
FY26———————0
FY27*———————0
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019+0.6+0.3+0.6+1.5
2020+1.3+4.6+3.7-2.5-1.5-1.3-2.0-1.0+0.3-1.5+1.1+0.1+1.0
2021-0.3+2.7-1.2+1.9-0.9+1.5+0.1-0.4-2.2+1.8+0.8-0.6+3.4
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-7.1-2.0+3.5+0.0-3.3-1.0-2.4+5.1+9.1-1.3+3.2+2.5
2014-2.1+4.2+7.8-0.3+11.0+6.2+0.2+3.9+0.8+5.0+3.5-2.2+44.2
2015+6.4-0.2-2.5-3.6+3.2-0.7+4.0-5.8+0.0+1.7-0.6-0.1+1.3
2016-6.0-8.8+10.8+2.1+4.1+2.4+6.0+3.7-1.3+1.3-5.0-3.2+4.5
2017+5.8+3.0+3.1+2.9+2.8-0.7+6.3-1.8-1.5+6.2-0.3+3.0+32.6
2018+1.9-4.5-3.8+5.9-0.4-1.6+5.8+2.5-7.3-3.3+5.4+0.2-0.2
2019-2.2-1.1+6.1+1.4+2.5-1.1-6.2+0.2+5.6+4.4+1.6+1.2+12.4
2020+1.1-1.6-19.9+11.6-3.7+6.9+4.7+2.5+0.1+1.2+12.9+7.5+20.7
2021-2.2+10.6-0.1+2.3+6.1+3.5+1.7+6.2+1.2+2.1-2.0+1.8+35.0

Quarterly average AUM & estimated net flows

201320142015201620172018201920202021184407631AUM (quarter avg), ₹cr
-7468
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.