Home>Mutual Funds >PRINCIPAL Mutual Fund>Principal Nifty 100 Equal Weight Fund - Regular - Growth

Principal Nifty 100 Equal Weight Fund - Regular - Growth+0.3%

-2.0%

1 Year Return

Others

Index

1.0

Fund DetailsPrincipal Nifty 100 Equal Weight Fund - Regular - GrowthRiskModerately High
Min SIP Amount₹500
Expense Ratio1.00%
NAV₹69.4 (16-Nov-2018)
Fund Started27-Jul-1999
Fund Size₹19 Cr
ReturnsFund
1Y
3Y
5Y
Principal Nifty 100 Equal Weight Fund - Regular - Growth
-2.0%
8.8% p.a
10.4% p.a
SIP CalculatorI want to invest per month₹5,000
For how many years?
1 Year
3 Years
5 Years
Estimated Value
as per Historical Returns₹30
with -2.0% annual returns
ComparisonData not available
Pros
1. Age is more than 10 years2. Risk is lower compared to the benchmark
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low2. Risk-adjusted returns are lower compared to the category3. 1Y Returns are lower than the benchmark4. 3Y Returns are lower than the benchmark5. 5Y Returns are lower than the benchmark
Top 10 HoldingsName% AssetsSectorInstrumentRating/SizeValue(Cr)
Bharat Electronics Ltd.1.3%Industrial ManufacturingEquityMid Cap0.2
ICICI Bank Ltd. 1.2%Financial ServicesEquityLarge Cap0.2
United Spirits Ltd.1.2%Consumer GoodsEquityLarge Cap0.2
Titan Company Ltd.1.1%Consumer GoodsEquityLarge Cap0.2
Aurobindo Pharma Ltd.1.1%PharmaEquityLarge Cap0.2
State Bank of India1.1%Financial ServicesEquityLarge Cap0.2
N H P C Ltd.1.1%EnergyEquityMid Cap0.2
Havells India Ltd.1.1%Consumer GoodsEquityLarge Cap0.2
UPL Ltd.1.1%Fertilisers & PesticidesEquityLarge Cap0.2
Tech Mahindra Ltd.1.1%ITEquityLarge Cap0.2
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About PRINCIPAL Mutual FundPRINCIPAL 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
Assets₹5,832 Cr
SponsorNA
Phone022-67720555
Emailcustomer@principalindia.com

Risk	Moderately High
Min SIP Amount	₹500
Expense Ratio	1.00%

NAV	₹69.4 (16-Nov-2018)
Fund Started	27-Jul-1999
Fund Size	₹19 Cr

Name	% Assets	Sector	Instrument	Rating/Size	Value(Cr)
Bharat Electronics Ltd.	1.3%	Industrial Manufacturing	Equity	Mid Cap	0.2
ICICI Bank Ltd.	1.2%	Financial Services	Equity	Large Cap	0.2
United Spirits Ltd.	1.2%	Consumer Goods	Equity	Large Cap	0.2
Titan Company Ltd.	1.1%	Consumer Goods	Equity	Large Cap	0.2
Aurobindo Pharma Ltd.	1.1%	Pharma	Equity	Large Cap	0.2
State Bank of India	1.1%	Financial Services	Equity	Large Cap	0.2
N H P C Ltd.	1.1%	Energy	Equity	Mid Cap	0.2
Havells India Ltd.	1.1%	Consumer Goods	Equity	Large Cap	0.2
UPL Ltd.	1.1%	Fertilisers & Pesticides	Equity	Large Cap	0.2
Tech Mahindra Ltd.	1.1%	IT	Equity	Large Cap	0.2

Launch Date	24 Nov 1994
Address	Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
Assets	₹5,832 Cr
Sponsor	NA
Phone	022-67720555
Email	customer@principalindia.com

Principal Nifty 100 Equal Weight Fund - Regular - Growth1Groww
1 Year Returns
-2.0%
Others
Index
1.0 star
Min SIP Amount
₹500
Min Lumpsum Amount
₹5000
Invest Now

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