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Principal Midcap Fund Regular Growth+0.20%

68.64%
1 Year Return
Equity
Mid Cap
6M
1Y
All

Fund Details

Principal Midcap Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.42%
NAV₹15.38 (24 Jun 2021)
Fund Started29 Dec 2019
Fund Size383 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
68.6%
-
-
31.5%
Category Average
67.4%
8.2%
13.7%
-
Rank Within Category
20
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 68.6% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
Cons
1. Age is less than 5 years

Top Holdings

NameSectorInstrument% Assets
Federal Bank Ltd.FinancialEquity4.5%
Polycab India Ltd.EngineeringEquity4.0%
State Bank of IndiaFinancialEquity3.3%
ICICI Bank Ltd.FinancialEquity3.2%
Tata Steel Ltd.MetalsEquity3.2%
Max Financial Services Ltd.FinancialEquity2.9%
Bank Of BarodaFinancialEquity2.4%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity2.4%
Cholamandalam Investment & Finance Co. Ltd.FinancialEquity2.3%
Ashok Leyland Ltd.AutomobileEquity2.1%
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 ₹383 Cr and the Latest NAV as of 24 Jun 2021 is ₹15.38.

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
Website
NA
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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