Home>Mutual Funds>Principal Mutual Fund>Principal Nifty 100 Equal Weight Fund Growth

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%)

Returns and rankings

Category: 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 cons

Category: Other Index

Pros

  • Age is more than 10 years
  • Exit load is zero
  • 1Y Returns are higher than the category average returns

Cons

  • Asset 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

Expense ratio, exit load and tax

Expense ratio: 0.96%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Principal Nifty 100 Equal Weight Fund Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India