Fund Analysis

Gaining Momentum

Principal Growth Fund's long-term record has been patchy, but there is a sharp improvement in returns since 2012

Last updated: 14-Nov-2022•Research Desk

This multi-cap fund's long-term record has been patchy, but there is a sharp improvement in returns, which beat the benchmark and category since 2012. A 3-year trailing return of 26.4 per cent has lifted the fund's rating to 4 stars in the last few months. Strategy: A distinct tilt towards large-cap stocks (60-65 per cent of assets) as compared to the peers in the last five years--the differential

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