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Principal Large Cap Fund Direct Growth-0.56%

0.00%
1 Year Return
Equity
Large Cap
6M
All

Fund Details

Principal Large Cap Fund Direct Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio0.42%
NAV₹12.46 (12 May 2021)
Fund Started19 Oct 2020
Fund Size413 Cr

Comparison

Data not available
Pros
1. Lower expense ratio - 0.42%
Cons
1. Age is less than 5 years

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity6.9%
ICICI Bank Ltd.FinancialEquity6.7%
Infosys Ltd.TechnologyEquity4.6%
Reliance Industries Ltd - Partly Paid EquityEnergyPPE3.4%
Bharti Airtel Ltd.CommunicationEquity3.3%
State Bank of IndiaFinancialEquity3.0%
Kotak Mahindra Bank Ltd.FinancialEquity3.0%
Maruti Suzuki India Ltd.AutomobileEquity2.8%
Axis Bank Ltd.FinancialEquity2.8%
Tata Consultancy Services Ltd.TechnologyEquity2.7%
See All

Fund Managers

Anirvan Sarkar
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Principal Large Cap Fund Direct Growth Details

Principal Large Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to investors on 19 Oct 2020. Sudhir Kedia is the Current Fund Manager of Principal Large Cap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹413 Cr and the Latest NAV as of 12 May 2021 is ₹12.46.

The Principal Large Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 24% of the investment,1% will be charged for redemption within 365 days.

Investment Objective

The scheme seeks to achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives.

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
For units in excess of 24% of the investment,1% will be charged for redemption within 365 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
25 Nov 1994
Principal Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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