Principal Index Fund - Midcap - Regular - Growth0.00%

1Groww
33.30%
1 Year Return
Others
Index
1.0 star
1Y
3Y

Fund Details

Principal Index Fund - Midcap - Regular - Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.00%
NAV19.6 (09 Jun 2017)
Fund Started12 May 2014
Fund Size3 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Index Fund - Midcap - Regular - Growth
33.3%
17.1%
NA
NA
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 33.3% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 3Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    MRF Ltd.AutomobileEquity2.5%
    Rural Electrification CorporationFinancial ServicesEquity2.4%
    Petronet Lng Ltd.EnergyEquity2.0%
    Container Corporation Of India Ltd.ServicesEquity1.9%
    Bharat Electronics Ltd.Industrial ManufacturingEquity1.9%
    Siemens Ltd.Industrial ManufacturingEquity1.9%
    Power Finance Corporation Ltd.Financial ServicesEquity1.8%
    Cadila Healthcare Ltd.PharmaEquity1.8%
    Pidilite Industries Ltd.ChemicalsEquity1.8%
    Havells India Ltd.Consumer GoodsEquity1.8%
    See All

    Fund Managers

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    Principal Index Fund - Midcap - Regular - Growth
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    About PRINCIPAL Mutual Fund

    PRINCIPAL Mutual Fund started their mutual fund on 25/11/1994 and its managing total assets of Rs. 5,832 Cr. Its ranked at 28 as per total assets at end of 30th Sep 2017.

    Principal Mutual Fund was established in 1994 and is one of the oldest AMC's in the country. The AMC has over 4 lakh customers and more than 20,000 distributors across the country. What is unique about this asset management company is that they are committed to provide financial to retail investors and institutions alike.

    With a financial legacy of more than 130 years, their global expertise proves to be am asset for taking adequate market decisions.

    The AMC provides a wide range of products, ranging from equity, debt and hybrid. The schemes invest in diverse portfolios and aim to generate subsequent returns. They believe in delivering superior risk adjusted returns to clients and believe in carrying out business in a safe and transparent manner, maintaining a high level of trust and integrity among clients

    Address
    Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
    Phone
    022-67720555
    Launch Date
    24 Nov 1994
    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,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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