Principal Midcap Fund Growth

Equity
Mid Cap
Moderately High Risk
1M
6M
1Y
All
NAV: 31 Dec 2021
₹17.91
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹450.48Cr

Return calculator

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

Holdings (70)

NameSectorInstrumentAssets
EngineeringEquity4.66%
FinancialEquity3.54%
AutomobileEquity3.20%
Consumer DurableEquity2.31%
ServicesEquity2.26%
ChemicalsEquity2.15%
EngineeringEquity2.14%
FinancialEquity2.12%
TechnologyEquity2.04%
FinancialEquity2.02%
FinancialEquity2.01%
TechnologyEquity1.90%
FinancialEquity1.89%
FinancialEquity1.88%
TechnologyEquity1.88%
AutomobileEquity1.79%
FinancialEquity1.77%
HealthcareEquity1.76%
EnergyEquity1.73%
ServicesEquity1.67%
MetalsEquity1.66%
ChemicalsEquity1.62%
FinancialEquity1.57%
ConstructionEquity1.56%
HealthcareEquity1.56%
FinancialEquity1.56%
EnergyEquity1.53%
Consumer DurableEquity1.46%
ServicesEquity1.45%
FinancialEquity1.41%
DiversifiedEquity1.40%
EngineeringEquity1.40%
EngineeringEquity1.36%
FMCGEquity1.36%
ChemicalsEquity1.34%
HealthcareEquity1.33%
ConstructionEquity1.29%
AutomobileEquity1.29%
EngineeringEquity1.26%
AutomobileEquity1.24%
ServicesEquity1.23%
ServicesEquity1.19%
ChemicalsEquity1.13%
EngineeringEquity1.12%
ChemicalsEquity1.12%
Consumer DurableEquity1.12%
FinancialEquity1.04%
HealthcareEquity1.04%
CommunicationPPE1.01%
ChemicalsEquity0.99%
ChemicalsEquity0.98%
AutomobileEquity0.95%
FMCGEquity0.95%
AutomobileEquity0.93%
HealthcareEquity0.93%
ChemicalsEquity0.92%
ConstructionEquity0.87%
AutomobileEquity0.85%
HealthcareEquity0.84%
ServicesEquity0.83%
FMCGEquity0.80%
HealthcareEquity0.80%
MetalsEquity0.79%
AutomobileEquity0.77%
FMCGEquity0.75%
AutomobileEquity0.47%
ServicesEquity0.33%
ServicesEquity0.32%
AutomobileEquity0.31%
Reserve Bank of India
FinancialT-Bills0.02%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Mid Cap
Absolute returns
3M6M1YAll
Fund returns2.6%14.7%45.1%79.1%
Category averageNANA-3.3%NA
Rank with in category111117NA
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Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
1.7%28.6%33,608.53
5
1.4%25.2%83,847.39
5
0.1%24.3%38,581.28
4
-0.4%22.6%12,595.54
4
-2.1%21.8%12,540.39

Expense ratio, exit load and tax

Expense ratio: 2.46%

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 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.

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Check past data

Fund management

Ravi 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

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
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,

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