Principal Index Fund - Midcap - Regular - Growth0.0%

33.3%
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

Fund
1Y
3Y
5Y
Principal Index Fund - Midcap - Regular - Growth
33.3%
17.1% p.a
NA

SIP Calculator

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 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    MRF Ltd.2.5%AutomobileEquityLarge Cap0.1
    Rural Electrification Corporation2.4%Financial ServicesEquityLarge Cap0.1
    Petronet Lng Ltd.2.0%EnergyEquityLarge Cap0.1
    Container Corporation Of India Ltd.1.9%ServicesEquityLarge Cap0.1
    Bharat Electronics Ltd.1.9%Industrial ManufacturingEquityLarge Cap0.1
    Siemens Ltd.1.9%Industrial ManufacturingEquityLarge Cap0.1
    Power Finance Corporation Ltd.1.8%Financial ServicesEquityLarge Cap0.1
    Cadila Healthcare Ltd.1.8%PharmaEquityLarge Cap0.1
    Pidilite Industries Ltd.1.8%ChemicalsEquityLarge Cap0.1
    Havells India Ltd.1.8%Consumer GoodsEquityLarge Cap0.1
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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

    Launch Date24 Nov 1994
    AddressExchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
    Assets5,832 Cr
    SponsorNA
    Phone022-67720555
    Emailcustomer@principalindia.com
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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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