Home>Mutual Funds>Principal Mutual Fund>Principal Midcap Fund Direct Growth

Principal Midcap Fund Direct Growth

Equity
Mid Cap
Moderately High Risk
72.18%
1Y return
+0.28% 1D
1M
6M
1Y
All
NAV: 21 Sep 2021₹17.70
Min. SIP amount₹500
RatingNA
Fund size₹421.70 Cr

Returns and rankings

Category: Equity Mid Cap
Absolute returns
3M6M1YAll
Fund returns12.3%28.3%72.2%77.0%
Category averageNANA72.8%NA
Rank with in category131011NA
Understand termsinfo

Holdings (72)

NameSectorInstrumentAssets
EngineeringEquity4.5%
FinancialEquity3.5%
AutomobileEquity3.0%
MetalsEquity2.8%
Consumer DurableEquity2.6%
EnergyEquity2.4%
HealthcareEquity2.3%
FinancialEquity2.3%
State Bank of India
FinancialEquity2.2%
FinancialEquity2.2%
See All

Pros and cons

info
Category: Equity Mid Cap
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Pros

Lower expense ratio - 0.66%
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Cons

Age is less than 5 years
1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.68%

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 termsinfo
Check past data

Minimum investment amounts

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

Fund management

Ravi Gopalakrishnan
Dec 2019 - Present
View details
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Fund house & investment objective

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Fund house contact details

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