Name: Principal Nifty 100 Equal Weight Fund Growth
Brand: Principal Mutual Fund

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Principal Nifty 100 Equal Weight Fund Growth
Other
Index
Very High Risk
55.64%
1Y return
-0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Aug 2021₹103.28
Min. SIP Amount₹500
Rating1star
Fund Size₹26.26 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Other Index
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns55.6%10.9%11.4%11.2%
Category average48.0%13.9%14.2%NA
Rank with in category118275NA
Understand termsinfo
Holdings (100)NameSectorInstrumentAssets
Tata Steel Ltd.MetalsEquity1.4%
JSW Steel Ltd.MetalsEquity1.4%
Cadila Healthcare Ltd.HealthcareEquity1.3%
Adani Enterprises Ltd.ServicesEquity1.3%
NMDC Ltd.MetalsEquity1.3%
ICICI Prudential Life Insurance Company Ltd.FinancialEquity1.2%
Wipro Ltd.TechnologyEquity1.2%
Piramal Enterprises Ltd.HealthcareEquity1.2%
Bajaj Finserv Ltd.FinancialEquity1.2%
UPL Ltd.ChemicalsEquity1.1%
See All
Pros and consCategory: Other Index
ProsAge is more than 10 years
Exit load is zero
1Y Returns are higher than the category average returns
ConsAsset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns
10Y Returns are lower than the category average returns
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 0.96%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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. 
Understand termsinfo
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500
Fund managementRajat Jain
Aug 2015 - Present
View Details
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Education
Mr. Jain is a B.E (Mechanical) and PGDM (Management) from IIM Lucknow.
Experience
Prior to joining Principal Mutual Fund he has worked with this he was with SBI Mutual Fund.
Also manages these schemes
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Principal Nifty 100 Equal Weight Fund Growth
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Principal Global Opportunities Fund Growth
Principal Global Opportunities Fund Direct Growth
Principal Global Opportunities Fund Direct IDCW
Principal Nifty 100 Equal Weight Fund Direct IDCW
Principal Nifty 100 Equal Weight Fund Direct Growth
Principal Arbitrage Fund Direct IDCW Monthly
Principal Arbitrage Fund Direct Growth
Principal Arbitrage Fund Regular IDCW Monthly
Principal Arbitrage Fund Regular Growth
Fund house & investment objective
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Principal Mutual Fund
Rank (total assets)#24 in India
Total AUM7,817.63 Cr
Date of Incorporation25 Nov 1994
Principal Nifty 100 Equal Weight Fund Growth is a Other Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to invest
Principal Nifty 100 Equal Weight Fund Growth is a Other Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to investors on 25 Nov 1994. Rajat Jain is the Current Fund Manager of Principal Nifty 100 Equal Weight Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹7,818 Cr and the Latest NAV as of 05 Aug 2021 is ₹103.28.
The Principal Nifty 100 Equal Weight Fund Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. ...Read more
Investment Objective
The scheme seeks to invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain res
The scheme seeks to invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index.
...Read more
Fund benchmarkNIFTY 100 Equal Weighted TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
Phone
022-67720555
Launch Date
25 Nov 1994
E-mail
[email protected]
Website
NA
Principal Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	55.6%	10.9%	11.4%	11.2%
Category average	48.0%	13.9%	14.2%	NA
Rank with in category	11	82	75	NA

Name	Sector	Instrument	Assets
Tata Steel Ltd.	Metals	Equity	1.4%
JSW Steel Ltd.	Metals	Equity	1.4%
Cadila Healthcare Ltd.	Healthcare	Equity	1.3%
Adani Enterprises Ltd.	Services	Equity	1.3%
NMDC Ltd.	Metals	Equity	1.3%
ICICI Prudential Life Insurance Company Ltd.	Financial	Equity	1.2%
Wipro Ltd.	Technology	Equity	1.2%
Piramal Enterprises Ltd.	Healthcare	Equity	1.2%
Bajaj Finserv Ltd.	Financial	Equity	1.2%
UPL Ltd.	Chemicals	Equity	1.1%

Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	1
Fund Size	₹26.26 Cr