Principal Midcap Fund Regular Growth - NAV, Mutual Fund Performance & Portfolio

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Principal Midcap Fund Regular Growth
Equity
Mid Cap
Moderately High Risk
1.83%
1M return
+1.14% 1D
1M
6M
1Y
All
 NAV: 31 Dec 2021₹17.91
Min. SIP amountNA
RatingNA
Fund size₹450.48Cr
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 Mid Cap
Absolute returns
3M6M1YAll
Fund returns2.6%14.7%45.1%79.1%
Category averageNANA72.8%NA
Rank with in category111117NA
Understand terms
Holdings (69)NameSectorInstrumentAssets
Polycab India Ltd.
EngineeringEquity4.7%
The Federal Bank Ltd.
FinancialEquity3.5%
Ashok Leyland Ltd.
AutomobileEquity3.2%
Crompton Greaves Consumer Electricals Ltd.
Consumer DurableEquity2.3%
Zee Entertainment Enterprises Ltd.
ServicesEquity2.3%
Solar Industries India Ltd.
ChemicalsEquity2.1%
BEML Ltd
EngineeringEquity2.1%
ICICI Bank Ltd.
FinancialEquity2.1%
MindTree Ltd.
TechnologyEquity2.0%
State Bank of India
FinancialEquity2.0%
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
2.46%
31 Oct 2021 - 30 Nov 2021
2.44%
30 Sep 2021 - 31 Oct 2021
2.43%
31 Aug 2021 - 30 Sep 2021
2.44%
31 Jul 2021 - 31 Aug 2021
2.45%
30 Jun 2021 - 31 Jul 2021
2.42%
31 May 2021 - 30 Jun 2021
2.42%
30 Apr 2021 - 31 May 2021
2.43%
31 Mar 2021 - 30 Apr 2021
2.42%
28 Feb 2021 - 31 Mar 2021
2.45%
31 Jan 2021 - 28 Feb 2021
2.44%
31 Dec 2020 - 31 Jan 2021
2.44%
30 Nov 2020 - 31 Dec 2020
2.40%
31 Oct 2020 - 30 Nov 2020
2.40%
30 Sep 2020 - 31 Oct 2020
2.40%
31 Aug 2020 - 30 Sep 2020
2.37%
31 Jul 2020 - 31 Aug 2020
2.41%
30 Jun 2020 - 31 Jul 2020
2.40%
31 May 2020 - 30 Jun 2020
2.37%
30 Apr 2020 - 31 May 2020
2.40%
31 Mar 2020 - 30 Apr 2020
2.49%
29 Feb 2020 - 31 Mar 2020
2.41%
31 Jan 2020 - 29 Feb 2020
2.40%
Expense ratio, exit load and taxExpense ratio: 2.46%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 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 amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementRavi Gopalakrishnan
Dec 2019 - Present
View details
Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Also manages these schemes
Sundaram Tax Savings Fund
Sundaram Small Cap Fund Regular IDCW
Sundaram Small Cap Fund Regular Growth
Sundaram Multi Cap Fund IDCW Half Yearly
Sundaram Multi Cap Fund Growth
Sundaram Aggressive Hybrid Fund Growth
Sundaram Aggressive Hybrid Fund IDCW Monthly
Sundaram Equity Savings Fund Growth
Sundaram Equity Savings Fund IDCW Half Yearly
Sundaram Equity Savings Fund IDCW Quarterly
Principal Personal Tax Saver Fund
Sundaram Dividend Yield Fund Growth
Sundaram Dividend Yield Fund IDCW Half Yearly
Sundaram Focused IDCW Half Yearly
Sundaram Focused Growth
Sundaram Large and Mid Cap Fund IDCW
Sundaram Large and Mid Cap Fund Growth
Principal Emerging Bluechip Fund Growth
Principal Emerging Bluechip Fund IDCW Half Yearly
Sundaram Small Cap Fund Institutional IDCW
Sundaram Balanced Advantage Fund Growth
Sundaram Balanced Advantage Fund IDCW Monthly
Sundaram Dividend Yield Fund Direct IDCW Half Yearly
Sundaram Dividend Yield Fund Direct Growth
Principal Emerging Bluechip Fund Direct IDCW Half Yearly
Principal Emerging Bluechip Fund Direct Growth
Sundaram Multi Cap Fund Direct IDCW Half Yearly
Sundaram Multi Cap Fund Direct Growth
Sundaram Focused Fund Direct Growth
Sundaram Focused Fund Direct IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Quarterly
Sundaram Equity Savings Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Balanced Advantage Fund Direct IDCW Monthly
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct IDCW Monthly
Principal Personal Tax Saver Fund Direct
Sundaram Tax Savings Fund Direct
Sundaram Large and Mid Cap Fund Direct IDCW
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Small Cap Fund Direct IDCW
Sundaram Small Cap Fund Direct Growth
Principal Retirement Savings Fund Progressive Plan Direct Growth
Principal Retirement Savings Fund Progressive Plan Regular Growth
Principal Retirement Savings Fund Conservative Plan Direct Growth
Principal Retirement Savings Fund Conservative Plan Regular Growth
Principal Retirement Savings Fund Moderate Plan Direct Growth
Principal Retirement Savings Fund Moderate Plan Regular Growth
Sundaram Tax Savings Direct IDCW Half Yearly
Sundaram Tax Savings Regular IDCW Half Yearly
Principal Small Cap Fund Regular Growth
Principal Small Cap Fund Direct Growth
Principal Small Cap Fund Direct IDCW
Principal Midcap Fund Direct Growth
Principal Midcap Fund Regular Growth
Principal Midcap Fund Regular IDCW
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
Sundaram Tax Savings Fund
Sundaram Diversified Equity Fund IDCW
Sundaram Small Cap Fund Regular IDCW
Sundaram Small Cap Fund Regular Growth
Sundaram Equity Savings Fund Growth
Sundaram Equity Savings Fund IDCW Half Yearly
Sundaram Equity Savings Fund IDCW Quarterly
Principal Personal Tax Saver Fund
Sundaram Diversified Equity Fund Growth
Sundaram Small Cap Fund Institutional IDCW
Sundaram Equity Savings Fund Direct IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Quarterly
Sundaram Equity Savings Fund Direct Growth
Principal Personal Tax Saver Fund Direct
Sundaram Tax Savings Fund Direct
Sundaram Diversified Equity Fund Direct IDCW
Sundaram Diversified Equity Fund Direct Growth
Sundaram Small Cap Fund Direct IDCW
Sundaram Small Cap Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Regular Growth
Sundaram Long Term Tax Advantage Fund Series I Regular IDCW
Sundaram Long Term Tax Advantage Fund Series I Direct IDCW
Mirae Asset Hybrid Equity Fund Direct Growth
Mirae Asset Hybrid Equity Fund Direct IDCW
Mirae Asset Hybrid Equity Fund Regular Growth
Mirae Asset Hybrid Equity Fund Regular IDCW
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Regular IDCW
Sundaram Long Term Tax Advantage Fund Series II Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct IDCW
Sundaram Select Micro Cap Series XIV Regular Growth
Sundaram Select Micro Cap Series XIV Regular IDCW
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Select Micro Cap Series XIV Direct IDCW
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Micro Cap Series XV Regular IDCW
Sundaram Select Micro Cap Series XV Regular Growth
Sundaram Select Micro Cap Series XV Direct IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular IDCW
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct IDCW
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVI Regular IDCW
Sundaram Select Micro Cap Series XVI Regular Growth
Sundaram Select Micro Cap Series XVI Direct IDCW
Sundaram Tax Savings Direct IDCW Half Yearly
Sundaram Tax Savings Regular IDCW Half Yearly
Sundaram Select Micro Cap Series XVII Regular Growth
Sundaram Select Micro Cap Series XVII Regular IDCW
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Select Micro Cap Series XVII Direct IDCW
Sundaram Long Term Tax Advantage Fund Series III Regular Growth
Sundaram Long Term Tax Advantage Fund Series III Regular IDCW
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct IDCW
Sundaram Emerging Small Cap Series 1 Regular Growth
Sundaram Emerging Small Cap Series 1 Direct IDCW
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series 1 Regular IDCW
Sundaram Emerging Small Cap Series II Direct IDCW
Sundaram Emerging Small Cap Series II Regular IDCW
Sundaram Emerging Small Cap Series II Regular Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular Growth
Sundaram Long Term Tax Advantage Fund Series IV Regular IDCW
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct IDCW
Sundaram Emerging Small Cap Series III Regular IDCW
Sundaram Emerging Small Cap Series III Direct IDCW
Sundaram Emerging Small Cap Series III Regular Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Regular Growth
Sundaram Emerging Small Cap Series IV Regular IDCW
Sundaram Emerging Small Cap Series IV Direct IDCW
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct IDCW
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series I Regular IDCW
Sundaram Multi Cap Fund Series I Regular Growth
Sundaram Multi Cap Fund Series II Regular Growth
Sundaram Multi Cap Fund Series II Regular IDCW
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Regular Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series V Direct IDCW
Sundaram Emerging Small Cap Series VI Regular Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Emerging Small Cap Series VII Regular Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Emerging Small Cap Series VII Direct IDCW
Mirae Asset Equity Savings Fund Direct Growth
Mirae Asset Equity Savings Fund Direct IDCW
Mirae Asset Equity Savings Fund Regular Growth
Mirae Asset Equity Savings Fund Regular IDCW
Principal Midcap Fund Direct Growth
Principal Midcap Fund Regular Growth
Principal Midcap Fund Regular IDCW
Principal Large Cap Fund Regular Growth
Principal Large Cap Fund Direct Growth
Sundaram Multi Cap Fund IDCW Half Yearly
Sundaram Multi Cap Fund Growth
Sundaram Multi Cap Fund Direct IDCW Half Yearly
Sundaram Multi Cap Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹44,103.86Cr
Date of IncorporationNA
 Principal Midcap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to inve
 Principal Midcap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 29 Jan 2022. Ravi Gopalakrishnan is the Current Fund Manager of Principal Midcap Fund Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹44,104 Cr and the Latest NAV as of 31 Dec 2021 is ₹17.91.
The Principal Midcap Fund Regular 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
...Read more
Investment Objective
The Scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of midcap companies.
The Scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of midcap companies.
...Read more
Fund benchmarkNIFTY Midcap 100 TRI
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
NA
E-mail
[email protected]
Website
NA
Sundaram 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
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FAQsHow to Invest in Principal Midcap Fund Regular Growth
You can easily invest in Principal Midcap Fund Regular Growth 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 Midcap Fund Regular Growth 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 Midcap Fund Regular Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Principal Midcap Fund Regular Growth provide?
The Principal Midcap Fund Regular Growth has been there from 30 Dec 2019 and the average annual returns provided by this
fund is 45.15% since its inception.
How much expense ratio is charged by Principal Midcap Fund Regular Growth?
The term Expense Ratio used for Principal Midcap Fund Regular Growth 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 Midcap Fund Regular Growth is 2.46% as of 29 Jan 2022...
What is the AUM of Principal Midcap Fund Regular Growth?
The AUM, short for Assets Under Management of Principal Midcap Fund Regular Growth is ₹450.48Cr as of 29 Jan 2022.
How to Redeem Principal Midcap Fund Regular Growth?
If you want to sell your Principal Midcap Fund Regular Growth 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 Midcap Fund Regular Growth?
You can select either SIP  or Lumpsum  investment of Principal Midcap Fund Regular Growth based on your investment objective and risk tolerance.
What is the NAV of Principal Midcap Fund Regular Growth?
The NAV of Principal Midcap Fund Regular Growth is ₹17.91 as of 31 Dec 2021.
What is the PE and PB ratio of Principal Midcap Fund Regular Growth?
The PE ratio ratio of Principal Midcap Fund Regular Growth 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).

	3M	6M	1Y	All
Fund returns	2.6%	14.7%	45.1%	79.1%
Category average	NA	NA	72.8%	NA
Rank with in category	11	11	17	NA

Name	Sector	Instrument	Assets
Polycab India Ltd.	Engineering	Equity	4.7%
The Federal Bank Ltd.	Financial	Equity	3.5%
Ashok Leyland Ltd.	Automobile	Equity	3.2%
Crompton Greaves Consumer Electricals Ltd.	Consumer Durable	Equity	2.3%
Zee Entertainment Enterprises Ltd.	Services	Equity	2.3%
Solar Industries India Ltd.	Chemicals	Equity	2.1%
BEML Ltd	Engineering	Equity	2.1%
ICICI Bank Ltd.	Financial	Equity	2.1%
MindTree Ltd.	Technology	Equity	2.0%
State Bank of India	Financial	Equity	2.0%

Rank (total assets)	#17 in India
Total AUM	₹44,103.86Cr

Date of Incorporation	NA

Fund benchmark	NIFTY Midcap 100 TRI

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
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Rating	NA
Fund size	₹450.48Cr