Principal Index Fund Midcap Direct Growth NAV[15.97], MF Performance & Returns 2019

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Principal Index Fund   Midcap Direct   Growth+0.78%1Groww
7.55%
1 Year Return
Others
Index
1.0 star
6M
1Y
Fund DetailsPrincipal Index Fund   Midcap Direct   GrowthRiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.50%
NAV₹15.97 (30 Dec 2016)
Fund Started12 May 2014
Fund Size₹3 Cr
Returns
1Y
3Y*
5Y*
Since inception*
Principal Index Fund   Midcap Direct   Growth
7.5%
NA
NA
NA
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month₹5,000
Estimated Value
as per Historical Returns₹0
with 7.5% annual returns
ComparisonData not available
Pros
1. 1Y Returns are higher than the benchmark
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low2. Risk is higher compared to the benchmark
Fund Managers
Other DetailsPrincipal Index Fund   Midcap Direct   Growth is a Others Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was introduced to investors on 12 May 2014. Rajat Jain is the Current Fund Manager of Principal Index Fund   Midcap Direct   Growth.The fund currently has an Asset Under Management(AUM) of ₹3 Cr and the Latest NAV as of 30 Dec 2016 is ₹15.97.
The Principal Index Fund   Midcap Direct   Growth is rated Moderately High risk. Minimum SIP Investment is 2000.   Exit load of 1% if redeemed within 90 days.
Investment ObjectiveTo invest principally in securities that comprise CNX Midcap Index and subject to tracking errors endevour to attain results commensurate with the CNX Midcap Index.
Tax ImplicationsReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year. 
Scheme Information Document(SID)Click here
Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Exit load of 1% if redeemed within 90 days
Exit Load
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Principal Index Fund   Midcap Direct   Growth
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About PRINCIPAL Mutual FundAddress
Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
Phone
022-67720555
Launch Date
24 Nov 1994
E-mail
customer@principalindia.com
Website
NA
PRINCIPAL Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Karvy
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4,  Street No.1 Banjara Hills,
Email
mfshyderabad@karvy.com
Website
www.karvymfs.com

Risk	Moderately High
Min SIP Amount	Not Supported
Expense Ratio	0.50%

NAV	₹15.97 (30 Dec 2016)
Fund Started	12 May 2014
Fund Size	₹3 Cr

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