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%
NAV19.60 (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
    0
    with 33.3% annual returns

    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 ManufacturingEquity1.9%
    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

    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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