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Principal Midcap Fund Regular Growth+0.86%

25.19%
1 Year Return
Equity
Mid Cap
6M
1Y
All

Fund Details

Principal Midcap Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.44%
NAV₹12.97 (20 Jan 2021)
Fund Started29 Dec 2019
Fund Size330 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
25.2%
-
-
26.6%
Category Average
23.1%
5.0%
13.9%
-
Rank Within Category
13
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 25.2% returns per annum

Comparison

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Top Holdings

NameSectorInstrument% Assets
Federal Bank Ltd.FinancialEquity4.2%
ICICI Bank Ltd.FinancialEquity3.1%
State Bank of IndiaFinancialEquity2.7%
Ipca Laboratories Ltd.HealthcareEquity2.7%
Max Financial Services Ltd.FinancialEquity2.6%
Jubilant FoodWorks Ltd.ServicesEquity2.6%
Tata Steel BSL Ltd.MetalsEquity2.6%
PI Industries Ltd.ChemicalsEquity2.4%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.3%
AIA Engineering Ltd.MetalsEquity2.3%
See All

Fund Managers

Ravi Gopalakrishnan
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Principal Midcap Fund Regular Growth Details

Principal Midcap Fund Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹330 Cr and the Latest NAV as of 20 Jan 2021 is ₹12.97.

The Principal Midcap Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. 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)

₹5000
Min for First Investment
₹1000
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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