Principal Index Fund Midcap Growth

Equity
Index
Moderately High Risk
+17.13%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
NAV: 09 Jun 2017
₹19.60
Rating
1
Min. SIP amount
Not Supported
Fund size
NA

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (102)

NameSectorInstrumentAssets
MRF Ltd.
AutomobileEquity2.54%
Rural Electrification Corporation
Financial ServicesEquity2.38%
Petronet Lng Ltd.
EnergyEquity2.00%
Container Corporation Of India Ltd.
ServicesEquity1.94%
Bharat Electronics Ltd.
Industrial ManufacturingEquity1.87%
Siemens Ltd.
Industrial ManufacturingEquity1.85%
Power Finance Corporation Ltd.
Financial ServicesEquity1.82%
Cadila Healthcare Ltd.
PharmaEquity1.80%
Pidilite Industries Ltd.
ChemicalsEquity1.80%
Havells India Ltd.
Consumer GoodsEquity1.76%
Voltas Ltd.
ConstructionEquity1.71%
Punjab National Bank
Financial ServicesEquity1.70%
Vakrangee Ltd.
ITEquity1.70%
Tata Chemicals Ltd.
ChemicalsEquity1.68%
Tvs Motor Company Ltd.
AutomobileEquity1.67%
Exide Industries Ltd.
AutomobileEquity1.60%
Apollo Hospitals Enterprise Ltd.
Healthcare ServicesEquity1.56%
Mahindra & Mahindra Financial Services Ltd.
Financial ServicesEquity1.49%
Bharat Financial Inclusion Ltd.
Financial ServicesEquity1.42%
The Ramco Cements Ltd.
Cement & Cement ProductsEquity1.41%
Rajesh Exports Ltd.
Consumer GoodsEquity1.34%
National Mineral Development Corporation Ltd.
MetalsEquity1.33%
Indian Hotels Co. Ltd.
ServicesEquity1.26%
Page Industries Ltd.
TextilesEquity1.24%
DLF Ltd.
ConstructionEquity1.22%
Sun T V Network Ltd.
Media & EntertainmentEquity1.20%
Oracle Financial Services Software Ltd.
ITEquity1.19%
ABB India Ltd.
Industrial ManufacturingEquity1.18%
L&T Finance Holdings Ltd
Financial ServicesEquity1.17%
IDFC Bank Ltd.
Financial ServicesEquity1.16%
ICICI Prudential Life Insurance Co Ltd.
Financial ServicesEquity1.15%
Indraprastha Gas Ltd.
EnergyEquity1.15%
Natco Pharma Ltd.
PharmaEquity1.11%
Amara Raja Batteries Ltd.
AutomobileEquity1.09%
Canara Bank Ltd.
Financial ServicesEquity1.08%
Procter and Gamble Hygiene & Healthcare Ltd.
Consumer GoodsEquity1.07%
Karur Vysya Bank Ltd.
Financial ServicesEquity1.05%
Reliance Capital Ltd.
Financial ServicesEquity1.04%
Emami Ltd.
Consumer GoodsEquity1.01%
Dewan Housing Finance Corporation Ltd.
Financial ServicesEquity1.01%
Biocon Ltd.
PharmaEquity1.01%
Reliance Infrastructure Ltd.
EnergyEquity1.00%
RBL Bank Ltd.
Financial ServicesEquity1.00%
N H P C Ltd.
EnergyEquity0.99%
Apollo Tyres Ltd.
AutomobileEquity0.99%
Glaxosmithkline Consumer Healthcare Ltd.
Consumer GoodsEquity0.95%
Tata Global Beverages Ltd
Consumer GoodsEquity0.95%
Oil India Ltd.
EnergyEquity0.93%
Hindustan Zinc Ltd.
MetalsEquity0.92%
CESC Ltd.
EnergyEquity0.92%
Torrent Pharmaceuticals Ltd.
PharmaEquity0.92%
Mindtree Ltd.
ITEquity0.92%
Steel Authority of India Ltd.
MetalsEquity0.90%
Suzlon Energy Ltd.
Industrial ManufacturingEquity0.89%
Century Textiles & Industries Ltd.
Cement & Cement ProductsEquity0.88%
Strides Shasun Ltd.
PharmaEquity0.85%
Arvind Ltd.
TextilesEquity0.84%
United Breweries Ltd.
Consumer GoodsEquity0.84%
Kansai Nerolac Paints Ltd.
Consumer GoodsEquity0.83%
PNB Housing Finance Ltd.
Financial ServicesEquity0.81%
Jubilant Life Sciences Ltd.
PharmaEquity0.79%
Tata Communications Ltd.
TelecomEquity0.79%
Interglobe Aviation Ltd.
ServicesEquity0.79%
Mphasis Ltd.
ITEquity0.78%
Godrej Industries Ltd.
Consumer GoodsEquity0.77%
South Indian Bank Ltd.
Financial ServicesEquity0.77%
DCB Bank Ltd.
Financial ServicesEquity0.76%
Gujarat State Petronet Ltd.
EnergyEquity0.74%
India Cements Ltd.
Cement & Cement ProductsEquity0.69%
SRF Ltd.
TextilesEquity0.68%
CRISIL Ltd.
Financial ServicesEquity0.67%
Thermax Ltd.
Industrial ManufacturingEquity0.66%
Jindal Steel and Power Ltd.
MetalsEquity0.64%
Great Eastern Shipping Co. Ltd.
ServicesEquity0.63%
Gujarat Pipavav Port Ltd.
ServicesEquity0.62%
Union Bank Of India Ltd.
Financial ServicesEquity0.60%
Sanofi India Ltd
PharmaEquity0.57%
Indiabulls Real Estate
ConstructionEquity0.56%
Ajanta Pharma Ltd.
PharmaEquity0.55%
Bank of India
Financial ServicesEquity0.54%
Gmr Infrastructure Ltd.
ConstructionEquity0.53%
IRB Infrastructure Developers Ltd.
ConstructionEquity0.52%
CG Power and Industrial Solutions Ltd.
Industrial ManufacturingEquity0.52%
NCC Ltd.
ConstructionEquity0.52%
IPCA Laboratories Ltd.
PharmaEquity0.51%
Ceat Ltd.
AutomobileEquity0.51%
Jubilant Foodworks Ltd
Consumer GoodsEquity0.50%
Bata India Ltd.
Consumer GoodsEquity0.50%
Dish TV India Ltd.
Media & EntertainmentEquity0.49%
Torrent Power Ltd.
EnergyEquity0.49%
Persistent Systems Ltd.
ITEquity0.45%
Reliance Power Ltd.
EnergyEquity0.44%
Adani Power Ltd
EnergyEquity0.42%
Alembic Pharmaceuticals Ltd.
PharmaEquity0.41%
J S W Energy Ltd.
EnergyEquity0.39%
Net Receivables/(Payable)
Current AssetsNet Receivables/(Payables)0.35%
Tata Elxsi Ltd.
ITEquity0.35%
IDBI Bank Ltd.
Financial ServicesEquity0.34%
Sun Pharma Advance Research Co Ltd.
PharmaEquity0.33%
Reliance Communications Ltd.
TelecomEquity0.31%
Wockhardt Ltd.
PharmaEquity0.27%
CBLO(CCIL)
Current AssetsMoney Market0.15%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Index
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA33.3%17.1%NA
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Expense ratio, exit load and tax

Expense ratio: NA

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 90 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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