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Principal Midcap Fund Regular Dividend+0.34%

0.00%
1 Year Return
Equity
Mid Cap
6M
All

Fund Details

Principal Midcap Fund Regular Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.40%
NAV11.67 (02 Dec 2020)
Fund Started29 Dec 2019
Fund Size266 Cr

Comparison

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Pros
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Cons
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Top Holdings

NameSectorInstrument% Assets
Ipca Laboratories Ltd.HealthcareEquity3.1%
Torrent Power Ltd.EnergyEquity3.0%
PI Industries Ltd.ChemicalsEquity2.7%
Federal Bank Ltd.FinancialEquity2.7%
Max Financial Services Ltd.FinancialEquity2.7%
Jubilant FoodWorks Ltd.ServicesEquity2.5%
AIA Engineering Ltd.MetalsEquity2.3%
Bayer CropScience Ltd.HealthcareEquity2.1%
MRF Ltd.AutomobileEquity2.1%
MindTree Ltd.TechnologyEquity2.0%
See All

Fund Managers

Ravi Gopalakrishnan
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Principal Midcap Fund Regular Dividend Details

Principal Midcap Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to investors on 29 Dec 2019. Ravi Gopalakrishnan is the Current Fund Manager of Principal Midcap Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹266 Cr and the Latest NAV as of 02 Dec 2020 is ₹11.67.

The Principal Midcap Fund Regular Dividend is rated Moderately High risk. 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.

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)

Not Supported
Min for First Investment
Not Supported
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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