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Principal Midcap Fund Direct Growth
Equity
Mid Cap
Moderately High Risk
NAV: 31 Dec '21
₹18.61
Min. SIP amount
Not Supported
Fund size
₹450.48 Cr
Expense ratio
0.71%
Holdings (70)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Polycab India Ltd. | Engineering | Equity | 4.66% |
| The Federal Bank Ltd. | Financial | Equity | 3.54% |
| Ashok Leyland Ltd. | Automobile | Equity | 3.20% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Durable | Equity | 2.31% |
| Zee Entertainment Enterprises Ltd. | Services | Equity | 2.26% |
| Solar Industries India Ltd. | Chemicals | Equity | 2.15% |
| BEML Ltd | Engineering | Equity | 2.14% |
| ICICI Bank Ltd. | Financial | Equity | 2.12% |
| MindTree Ltd. | Technology | Equity | 2.04% |
| State Bank of India | Financial | Equity | 2.02% |
| Bank Of Baroda | Financial | Equity | 2.01% |
| Persistent Systems Ltd. | Technology | Equity | 1.90% |
| Cholamandalam Investment & Finance Company Ltd. | Financial | Equity | 1.89% |
| Shriram Transport Finance Company Ltd. | Financial | Equity | 1.88% |
| Coforge Ltd. | Technology | Equity | 1.88% |
| Subros Ltd. | Automobile | Equity | 1.79% |
| Canara Bank | Financial | Equity | 1.77% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.76% |
| Gujarat State Petronet Ltd. | Energy | Equity | 1.73% |
| Trent Ltd. | Services | Equity | 1.67% |
| Tata Steel Ltd. | Metals | Equity | 1.66% |
| Astral Ltd. | Chemicals | Equity | 1.62% |
| Max Financial Services Ltd. | Financial | Equity | 1.57% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.56% |
| Phoenix Mills Ltd. | Construction | Equity | 1.56% |
| Indian Bank | Financial | Equity | 1.56% |
| Tata Power Company Ltd. | Energy | Equity | 1.53% |
| Voltas Ltd. | Consumer Durable | Equity | 1.46% |
| ICRA Ltd. | Services | Equity | 1.45% |
| Can Fin Homes Ltd. | Financial | Equity | 1.41% |
| SRF Ltd. | Diversified | Equity | 1.40% |
| Schaeffler India Ltd. | Engineering | Equity | 1.40% |
| Kei Industries Ltd. | Engineering | Equity | 1.36% |
| Zydus Wellness Ltd. | FMCG | Equity | 1.36% |
| PI Industries Ltd. | Chemicals | Equity | 1.34% |
| Indoco Remedies Ltd. | Healthcare | Equity | 1.33% |
| Brigade Enterprises Ltd. | Construction | Equity | 1.29% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 1.29% |
| Honeywell Automation India Ltd. | Engineering | Equity | 1.26% |
| Minda Industries Ltd. | Automobile | Equity | 1.24% |
| Crisil Ltd. | Services | Equity | 1.23% |
| Westlife Development Ltd. | Services | Equity | 1.19% |
| Aarti Industries Ltd. | Chemicals | Equity | 1.13% |
| ABB India Ltd. | Engineering | Equity | 1.12% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.12% |
| Amber Enterprises India Ltd. | Consumer Durable | Equity | 1.12% |
| UTI Asset Management Company Ltd. | Financial | Equity | 1.04% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 1.04% |
| Bharti Airtel Ltd. Partly Paid Equity | Communication | PPE | 1.01% |
| VIP Industries Ltd. | Chemicals | Equity | 0.99% |
| Atul Ltd. | Chemicals | Equity | 0.98% |
| Tata Motors Ltd. | Automobile | Equity | 0.95% |
| Bata India Ltd. | FMCG | Equity | 0.95% |
| Laurus Labs Ltd. | Healthcare | Equity | 0.93% |
| Bharat Forge Ltd. | Automobile | Equity | 0.93% |
| Kansai Nerolac Paints Ltd. | Chemicals | Equity | 0.92% |
| The Ramco Cements Ltd. | Construction | Equity | 0.87% |
| Ceat Ltd. | Automobile | Equity | 0.85% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.84% |
| PVR Ltd. | Services | Equity | 0.83% |
| Syngene International Ltd. | Healthcare | Equity | 0.80% |
| Emami Ltd. | FMCG | Equity | 0.80% |
| AIA Engineering Ltd. | Metals | Equity | 0.79% |
| Force Motors Ltd. | Automobile | Equity | 0.77% |
| Relaxo Footwears Ltd. | FMCG | Equity | 0.75% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.47% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.33% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.32% |
| MRF Ltd. | Automobile | Equity | 0.31% |
| Reserve Bank of India | Financial | T-Bills | 0.02% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +3.1% | +15.8% | +47.8% | +86.0% |
| Category average (Equity Mid Cap) | -- | -- | +2.0% | -- |
| Rank (Equity Mid Cap) | 11 | 11 | 12 | -- |
Exit load, stamp duty and tax
Exit load
For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns 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.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Mid Cap Direct Plan Growth | +9.05% | +27.46% | 13,650.47 | |
WhiteOak Capital Mid Cap Fund Direct Growth | +12.02% | +27.44% | 4,447.55 | |
HDFC Mid Cap Fund Direct Growth | +12.46% | +26.18% | 92,641.55 | |
Motilal Oswal Midcap Fund Direct Growth | -3.08% | +25.68% | 36,880.18 | |
JM Midcap Fund Direct Growth | +2.68% | +25.44% | 1,178.20 | |
| Compare | ||||
About Principal Midcap Fund Direct Growth
Principal Midcap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. The fund currently has an Asset Under Management(AUM) of ₹76,137 Cr and the Latest NAV as of 31 Dec 2021 is ₹18.61.
The Principal Midcap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500. For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
;
Investment Objective
The Scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of midcap companies.
Fund benchmarkNIFTY Midcap 150 Total Return Index
Fund house
Rank (total assets)#17 in India
Total AUM₹76,136.70 Cr
Date of Incorporation26 Feb 1996
Launch Date26 Feb 1996
AddressSundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,