Principal Index Fund Midcap Regular Growth0.00%

1Groww
33.25%
1 Year Return
Others
Index
1.0 star
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
    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

    Other Details

    Principal Index Fund Midcap Regular Growth is a Others Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was introduced to investors on 12 May 2014. Rajat Jain is the Current Fund Manager of Principal Index Fund Midcap Regular Growth.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 2000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 90 days.

    Investment Objective

    To invest principally in securities that comprise CNX Midcap 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)

    ₹5000
    Min for First Investment
    ₹1000
    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
    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,
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