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Principal Index Fund Midcap Regular Growth0.00%

33.25%
1 Year Return
Equity
Index
1.0star
6M
1Y
3Y

Fund Details

Principal Index Fund Midcap Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.00%
NAV₹19.60 (09 Jun 2017)
Fund Started12 May 2014
Fund Size3 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
33.3%
17.1%
-
23.6%
Category Average
-
-
-
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount2,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
0
with 33.3% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

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 ManufacturingEquity1.8%
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

Principal Index Fund Midcap Regular Growth Details

Principal Index Fund Midcap Regular Growth is a Equity Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to investors on 12 May 2014. Rajat Jain is the Current Fund Manager of Principal Index Fund Midcap Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3 Cr and the Latest NAV as of 09 Jun 2017 is ₹19.60.

The Principal Index Fund Midcap Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 2000. Exit load of 1% if redeemed within 90 days

Investment Objective

The scheme seeks to invest principally in securities that comprise Nifty Midcap 100 Index and subject to tracking errors endevour to attain results commensurate with the CNX Midcap Index.

Tax Implications

Returns 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)

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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About Principal Mutual Fund

Address
Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
Phone
022-67720555
Launch Date
25 Nov 1994
Principal 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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