How to Invest in Principal Large Cap Fund Regular IDCW?

You can easily invest in Principal Large Cap Fund Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Principal Large Cap Fund Regular IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Principal Large Cap Fund Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Principal Large Cap Fund Regular IDCW provide?

The Principal Large Cap Fund Regular IDCW has been there from 19 Oct 2020 and the average annual returns provided by this fund is 25.66% since its inception.

How much expense ratio is charged by Principal Large Cap Fund Regular IDCW?

The term Expense Ratio used for Principal Large Cap Fund Regular IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Principal Large Cap Fund Regular IDCW is 2.40% as of 15 Jan 2025...

What is the AUM of Principal Large Cap Fund Regular IDCW?

The AUM, short for Assets Under Management of Principal Large Cap Fund Regular IDCW is ₹533.66Cr as of 15 Jan 2025.

How to Redeem Principal Large Cap Fund Regular IDCW?

If you want to sell your Principal Large Cap Fund Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Principal Large Cap Fund Regular IDCW?

You can select either SIP or Lumpsum investment of Principal Large Cap Fund Regular IDCW based on your investment objective and risk tolerance.

What is the NAV of Principal Large Cap Fund Regular IDCW?

The NAV of Principal Large Cap Fund Regular IDCW is ₹14.59 as of 31 Dec 2021.

What is the PE and PB ratio of Principal Large Cap Fund Regular IDCW?

The PE ratio ratio of Principal Large Cap Fund Regular IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Principal Large Cap Fund Regular IDCW - NAV, Mutual Fund Performance & Portfolio

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Principal Large Cap Fund Regular IDCW
Equity
Large Cap
Very High Risk
Payout
1M
6M
1Y
All
  NAV: 31 Dec 2021₹14.59
Min. SIP amountNot Supported
RatingNA
Fund size₹533.66Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
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: Equity Large Cap
Absolute returns
3M6M1YAll
Fund returns0.1%10.6%25.7%45.9%
Category averageNANA9.1%NA
Rank with in category206852NA
Understand terms
Peer ComparisonEquity, Large Cap fundsRating1Y3YFund Size(Cr)
Nippon India Large Cap Fund IDCW
5
12.1%16.8%34,432.09
ICICI Prudential Bluechip Fund IDCW
5
12.0%13.8%66,206.57
JM Large Cap Fund IDCW
5
7.9%12.1%429.06
JM Large Cap Fund IDCW Quarterly
5
7.9%12.1%429.06
Nippon India Large Cap Fund Bonus
5
NANA34,432.09
Holdings (66)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity6.91%
Infosys Ltd.
TechnologyEquity6.35%
HDFC Bank Ltd.
FinancialEquity6.02%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE4.04%
State Bank of India
FinancialEquity3.49%
Axis Bank Ltd.
FinancialEquity3.25%
Bharti Airtel Ltd.
CommunicationEquity2.98%
Tata Consultancy Services Ltd.
TechnologyEquity2.86%
Maruti Suzuki India Ltd.
AutomobileEquity2.73%
Kotak Mahindra Bank Ltd.
FinancialEquity2.53%
Hindustan Unilever Ltd.
FMCGEquity2.25%
Reliance Industries Ltd.
EnergyEquity2.07%
Tata Steel Ltd.
MetalsEquity1.97%
Britannia Industries Ltd.
FMCGEquity1.89%
Indusind Bank Ltd.
FinancialEquity1.72%
HCL Technologies Ltd.
TechnologyEquity1.69%
Larsen & Toubro Ltd.
ConstructionEquity1.67%
ITC Ltd.
FMCGEquity1.64%
Bharat Petroleum Corporation Ltd.
EnergyEquity1.63%
Godrej Consumer Products Ltd.
FMCGEquity1.58%
UPL Ltd.
ChemicalsEquity1.49%
Wipro Ltd.
TechnologyEquity1.40%
SBI Cards & Payments Services Ltd.
FinancialEquity1.33%
SBI Life Insurance Company Ltd.
FinancialEquity1.26%
Housing Development Finance Corpn. Ltd.
FinancialEquity1.23%
Microsoft Corportion (US)
TechnologyForgn. Eq1.22%
Apple Inc. (USA)
Consumer DurableForgn. Eq1.21%
Cipla Ltd.
HealthcareEquity1.20%
Bajaj Finance Ltd.
FinancialEquity1.16%
Dr. Reddy's Laboratories Ltd.
HealthcareEquity1.13%
Alphabet Inc Class A
TechnologyForgn. Eq1.10%
JP Morgan Chase & Co. (US)
FinancialForgn. Eq1.08%
Paypal Holdings Inc - W/I
ServicesForgn. Eq1.05%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity1.05%
Housing Development Finance Corpn. Ltd.
FinancialWarrant0.97%
Nike Inc.
TextilesForgn. Eq0.96%
Facebook Co
TechnologyForgn. Eq0.96%
NTPC Ltd.
EnergyEquity0.93%
NVIDIA Corporation (USA)
TechnologyForgn. Eq0.92%
United Spirits Ltd.
FMCGEquity0.90%
Jubilant FoodWorks Ltd.
ServicesEquity0.89%
Mastercard Ord Shs Class A
FinancialForgn. Eq0.87%
Ultratech Cement Ltd.
ConstructionEquity0.87%
Amazon. com Inc. (USA)
Consumer DurableForgn. Eq0.87%
United Health Group Inc.
HealthcareForgn. Eq0.86%
MRF Ltd.
AutomobileEquity0.82%
Bajaj Finserv Ltd.
FinancialEquity0.80%
Tata Motors DVR
AutomobileEquity0.78%
Home Depot INC
FMCGForgn. Eq0.75%
Johnson & Johnson Ltd.
DiversifiedForgn. Eq0.75%
Thermo Fisher Scientific Inc.
ChemicalsForgn. Eq0.69%
Aurobindo Pharma Ltd.
HealthcareEquity0.68%
Eli Lilly
HealthcareForgn. Eq0.68%
Colgate-Palmolive (USA)
FMCGForgn. Eq0.64%
Hindustan Petroleum Corporation Ltd.
EnergyEquity0.62%
Tech Mahindra Ltd.
TechnologyEquity0.60%
Bosch Ltd.
AutomobileEquity0.59%
Tata Consumer Products Ltd.
FMCGEquity0.58%
Motherson Sumi Systems Ltd.
AutomobileEquity0.54%
Divi's Laboratories Ltd.
HealthcareEquity0.53%
Tata Motors Ltd.
AutomobileEquity0.42%
Indraprastha Gas Ltd.
EnergyEquity0.42%
Hindalco Industries Ltd.
MetalsEquity0.36%
Avenue Supermarts Ltd.
ServicesEquity0.28%
Reserve Bank of India
FinancialT-Bills0.05%
Britannia Industries Ltd.
FMCGNCD0.02%
See All
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. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Nov 2021 - Present
2.40%
31 Oct 2021 - 30 Nov 2021
2.34%
30 Sep 2021 - 31 Oct 2021
2.35%
31 Aug 2021 - 30 Sep 2021
2.36%
31 Jul 2021 - 31 Aug 2021
2.38%
30 Jun 2021 - 31 Jul 2021
2.38%
31 May 2021 - 30 Jun 2021
2.36%
30 Apr 2021 - 31 May 2021
2.37%
31 Mar 2021 - 30 Apr 2021
2.39%
28 Feb 2021 - 31 Mar 2021
2.39%
31 Jan 2021 - 28 Feb 2021
2.38%
31 Dec 2020 - 31 Jan 2021
2.39%
30 Nov 2020 - 31 Dec 2020
2.39%
31 Oct 2020 - 30 Nov 2020
2.38%
Expense ratio, exit load and taxExpense ratio: 2.40%Inclusive of GST
Exit loadFor units in excess of 24% of the investment,1% will be charged for redemption within 365 days.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementSudhir Kedia
Sep 2020 - Present
View details
Education
Mr. Kedia is CA, CMA and MBA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Mirae Asset Mutual Fund and ASK investment.
Also manages these schemes
Principal Equity Savings Fund - Direct - Growth
Principal Personal Tax Saver Fund Direct
Sundaram Diversified Equity Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Mirae Asset Aggressive Hybrid Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct   Growth
Sundaram Select Micro Cap Series XIV Direct   Growth
Sundaram Select Micro Cap Series XV Direct   Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct   Growth
Sundaram Select Micro Cap Series XVI Direct   Growth
Sundaram Select Micro Cap Series XVII Direct   Growth
Sundaram Long Term Tax Advantage Fund Series III Direct   Growth
Sundaram Emerging Small Cap Series 1 Direct   Growth
Sundaram Emerging Small Cap Series II Direct   Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct   Growth
Sundaram Emerging Small Cap Series III Direct   Growth
Sundaram Emerging Small Cap Series IV Direct   Growth
Sundaram Multi Cap Fund   Series I Direct   Growth
Sundaram Multi Cap Fund   Series II Direct   Growth
Sundaram Emerging Small Cap Series V Direct   Growth
Sundaram Emerging Small Cap Series VI Direct   Growth
Sundaram Emerging Small Cap Series VII Direct   Growth
Mirae Asset Equity Savings Fund Direct   Growth
Principal Midcap Fund Direct   Growth
Sundaram Large Cap Fund Direct   Growth
Principal Large Cap Fund Direct   Growth
Sundaram Focused Fund Direct Growth
Sundaram Multi Cap Fund Direct Growth
Sundaram Flexi Cap Fund Direct   Growth
Anirvan Sarkar
Sep 2020 - Present
View details
Education
Mr. Sarkar has done PGDCM from IIM Calcutta
Experience
He has over 9 years of experience in sell side and buy side research. He has covered the banking and financial sector for 6 years as well as multiple other sectors prior to that. He has a very strong research background and has sound knowledge of equities markets.
Also manages these schemes
Principal Large Cap Fund Direct   Growth
Fund house & investment objective
Principal Mutual Fund
Rank (total assets)#24 in India
Total AUM₹7,817.63Cr
Date of Incorporation25 Nov 1994
    Principal Large Cap Fund Regular IDCW is a Equity Mutual Fund Scheme launched by Principal Mutual Fund.     This scheme was made available to investors on 25 Nov 1994.     Sudhir Kedia is the Current Fund Manager of Principal Large Cap Fund Regular IDCW fund.     The fund currently has an Asset Under Management(AUM) of ₹7,818 Cr and     the Latest NAV as of 31 Dec 2021 is ₹14.59.  

    The Principal Large Cap Fund Regular IDCW is rated Very High risk.               For units in excess of 24% of the investment,1% will be charged for redemption within 365 days.
  ;
Investment ObjectiveThe 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. 
 
;
Fund benchmarkNIFTY 100 Total Return Index
Scheme Information Document(SID)
Fund house contact details
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
www.principalindia.com
Principal Mutual Fund
Asset Management Company
Custodian
NA
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
Compare funds
Principal Large Cap Fund Regular IDCW
VS
Add mutual fund to compare

	3M	6M	1Y	All
Fund returns	0.1%	10.6%	25.7%	45.9%
Category average	NA	NA	9.1%	NA
Rank with in category	20	68	52	NA

Equity, Large Cap funds	Rating	1Y	3Y	Fund Size(Cr)
Nippon India Large Cap Fund IDCW	5	12.1%	16.8%	34,432.09
ICICI Prudential Bluechip Fund IDCW	5	12.0%	13.8%	66,206.57
JM Large Cap Fund IDCW	5	7.9%	12.1%	429.06
JM Large Cap Fund IDCW Quarterly	5	7.9%	12.1%	429.06
Nippon India Large Cap Fund Bonus	5	NA	NA	34,432.09

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	6.91%
Infosys Ltd.	Technology	Equity	6.35%
HDFC Bank Ltd.	Financial	Equity	6.02%
Reliance Industries Ltd - Partly Paid Equity	Energy	PPE	4.04%
State Bank of India	Financial	Equity	3.49%
Axis Bank Ltd.	Financial	Equity	3.25%
Bharti Airtel Ltd.	Communication	Equity	2.98%
Tata Consultancy Services Ltd.	Technology	Equity	2.86%
Maruti Suzuki India Ltd.	Automobile	Equity	2.73%
Kotak Mahindra Bank Ltd.	Financial	Equity	2.53%
Hindustan Unilever Ltd.	FMCG	Equity	2.25%
Reliance Industries Ltd.	Energy	Equity	2.07%
Tata Steel Ltd.	Metals	Equity	1.97%
Britannia Industries Ltd.	FMCG	Equity	1.89%
Indusind Bank Ltd.	Financial	Equity	1.72%
HCL Technologies Ltd.	Technology	Equity	1.69%
Larsen & Toubro Ltd.	Construction	Equity	1.67%
ITC Ltd.	FMCG	Equity	1.64%
Bharat Petroleum Corporation Ltd.	Energy	Equity	1.63%
Godrej Consumer Products Ltd.	FMCG	Equity	1.58%
UPL Ltd.	Chemicals	Equity	1.49%
Wipro Ltd.	Technology	Equity	1.40%
SBI Cards & Payments Services Ltd.	Financial	Equity	1.33%
SBI Life Insurance Company Ltd.	Financial	Equity	1.26%
Housing Development Finance Corpn. Ltd.	Financial	Equity	1.23%
Microsoft Corportion (US)	Technology	Forgn. Eq	1.22%
Apple Inc. (USA)	Consumer Durable	Forgn. Eq	1.21%
Cipla Ltd.	Healthcare	Equity	1.20%
Bajaj Finance Ltd.	Financial	Equity	1.16%
Dr. Reddy's Laboratories Ltd.	Healthcare	Equity	1.13%
Alphabet Inc Class A	Technology	Forgn. Eq	1.10%
JP Morgan Chase & Co. (US)	Financial	Forgn. Eq	1.08%
Paypal Holdings Inc - W/I	Services	Forgn. Eq	1.05%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	1.05%
Housing Development Finance Corpn. Ltd.	Financial	Warrant	0.97%
Nike Inc.	Textiles	Forgn. Eq	0.96%
Facebook Co	Technology	Forgn. Eq	0.96%
NTPC Ltd.	Energy	Equity	0.93%
NVIDIA Corporation (USA)	Technology	Forgn. Eq	0.92%
United Spirits Ltd.	FMCG	Equity	0.90%
Jubilant FoodWorks Ltd.	Services	Equity	0.89%
Mastercard Ord Shs Class A	Financial	Forgn. Eq	0.87%
Ultratech Cement Ltd.	Construction	Equity	0.87%
Amazon. com Inc. (USA)	Consumer Durable	Forgn. Eq	0.87%
United Health Group Inc.	Healthcare	Forgn. Eq	0.86%
MRF Ltd.	Automobile	Equity	0.82%
Bajaj Finserv Ltd.	Financial	Equity	0.80%
Tata Motors DVR	Automobile	Equity	0.78%
Home Depot INC	FMCG	Forgn. Eq	0.75%
Johnson & Johnson Ltd.	Diversified	Forgn. Eq	0.75%
Thermo Fisher Scientific Inc.	Chemicals	Forgn. Eq	0.69%
Aurobindo Pharma Ltd.	Healthcare	Equity	0.68%
Eli Lilly	Healthcare	Forgn. Eq	0.68%
Colgate-Palmolive (USA)	FMCG	Forgn. Eq	0.64%
Hindustan Petroleum Corporation Ltd.	Energy	Equity	0.62%
Tech Mahindra Ltd.	Technology	Equity	0.60%
Bosch Ltd.	Automobile	Equity	0.59%
Tata Consumer Products Ltd.	FMCG	Equity	0.58%
Motherson Sumi Systems Ltd.	Automobile	Equity	0.54%
Divi's Laboratories Ltd.	Healthcare	Equity	0.53%
Tata Motors Ltd.	Automobile	Equity	0.42%
Indraprastha Gas Ltd.	Energy	Equity	0.42%
Hindalco Industries Ltd.	Metals	Equity	0.36%
Avenue Supermarts Ltd.	Services	Equity	0.28%
Reserve Bank of India	Financial	T-Bills	0.05%
Britannia Industries Ltd.	FMCG	NCD	0.02%

Rank (total assets)	#24 in India
Total AUM	₹7,817.63Cr

Date of Incorporation	25 Nov 1994

Fund benchmark	NIFTY 100 Total Return Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Principal Large Cap Fund Regular IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Holdings (66)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.40%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sudhir KediaSep 2020 - PresentView details

Anirvan SarkarSep 2020 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sudhir Kedia
Sep 2020 - Present
View details

Anirvan Sarkar
Sep 2020 - Present
View details