Principal Dividend Yield Fund - Direct Plan - Growth Option

Principal Dividend Yield Fund - Direct Plan - Growth Option of PRINCIPAL Mutual Fund has asset class type as Multi-Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

2.16

Age

NA Years

Fund Manager

Dhimant Shah

AuM (Rs Crores)

141.1024

Asset Class

Multi-Cap

Net Asset Value:

51.49

Rating

2

Exit Load

0.01

Bench Mark

Nifty Dividend Opportunities 50 TRI

Fund Type

Multi Cap

SEBI Category

Dividend Yield Fund

Turnover Ratio(Monthly)

.64 Times

Fund Manager Details:

Dhimant Shah B.Com.,CA from Mumbai Over 18 years experience in Equity Research. Previous Assignment: He has worked as fund manager in HSBC Amc and he also worked with Reliance Asset Management Co. Limited - Vice President/Portfolio Manager from October 25 to Feb 27. ASK Raymond James Securities Pvt. Limited - Portfolio Manager from September 23 to September 25. IL&FS Asset Management Co. Limited - Senior Analyst from April 1997 to August 23. f

Objective:

To provide long-term capital appreciation and/or dividend distribution by investing predominantly in a well diversified portfolio of companies that have a relatively high dividend yield.

Top Holdings:

  • IT - Software (15.48)
  • Banks (1.24)
  • FMCG (8.54)
  • Tobacco Products (7.94)
  • Automobile (7.9)
  • Refineries (5.48)
  • Chemicals (4.33)
  • Gas Distribution (4.12)
  • Cement (3.77)
  • Paper (2.29)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition