Principal Midcap Fund Direct IDCW

Equity
Mid Cap
Moderately High Risk
Payout
1M
6M
1Y
All
NAV: 31 Dec 2021₹18.61
Min. SIP amountNot Supported
RatingNA
Fund size₹450.48Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Absolute returns
3M6M1YAll
Fund returns3.1%15.8%47.8%86.0%
Category averageNANA29.2%NA
Rank with in category111112NA
Understand terms

Holdings (69)

NameSectorInstrumentAssets
EngineeringEquity4.5%
FinancialEquity4.0%
MetalsEquity3.1%
State Bank of India
FinancialEquity2.6%
Consumer DurableEquity2.5%
FinancialEquity2.5%
AutomobileEquity2.5%
FinancialEquity2.5%
FinancialEquity2.4%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity2.1%
See All

Expense ratio, exit load and tax

Expense ratio: 0.71%

Inclusive of GST

Exit load

For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Sudhir Kedia
Dec 2019 - 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

Fund house & investment objective

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
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,

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Principal Midcap Fund Direct IDCW
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