How to Invest in Principal Small Cap Fund Direct IDCW?

You can easily invest in Principal Small Cap Fund Direct IDCW 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 Small Cap Fund Direct IDCW 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 Small Cap Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Principal Small Cap Fund Direct IDCW provide?

The Principal Small Cap Fund Direct IDCW has been there from 13 May 2019 and the average annual returns provided by this fund is 77.31% since its inception.

How much expense ratio is charged by Principal Small Cap Fund Direct IDCW?

The term Expense Ratio used for Principal Small Cap Fund Direct IDCW 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 Small Cap Fund Direct IDCW is 0.73% as of 31 Mar 2023...

What is the AUM of Principal Small Cap Fund Direct IDCW?

The AUM, short for Assets Under Management of Principal Small Cap Fund Direct IDCW is ₹512.88Cr as of 31 Mar 2023.

How to Redeem Principal Small Cap Fund Direct IDCW?

If you want to sell your Principal Small Cap Fund Direct IDCW 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 Small Cap Fund Direct IDCW?

You can select either SIP or Lumpsum investment of Principal Small Cap Fund Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Principal Small Cap Fund Direct IDCW?

The NAV of Principal Small Cap Fund Direct IDCW is ₹25.91 as of 31 Dec 2021.

What is the PE and PB ratio of Principal Small Cap Fund Direct IDCW?

The PE ratio ratio of Principal Small Cap Fund Direct IDCW 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).

Principal Small Cap Fund Direct IDCW - NAV, Mutual Fund Performance & Portfolio

Principal Small Cap Fund Direct IDCW
Equity
Small Cap
Moderately High Risk
Payout
1M
6M
1Y
All
 NAV: 31 Dec 2021₹25.91
Min. SIP amountNot Supported
RatingNA
Fund size₹512.88Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
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 Small Cap
Absolute returns
3M6M1YAll
Fund returns9.8%26.7%77.3%159.1%
Category averageNANA-0.6%NA
Rank with in category213NA
Understand terms
Holdings (64)NameSectorInstrumentAssets
Persistent Systems Ltd.TechnologyEquity3.3%
Indian Energy Exchange Ltd.ServicesEquity3.0%
Transport Corporation Of India Ltd.ServicesEquity2.8%
Kei Industries Ltd.EngineeringEquity2.8%
KPIT Technologies Ltd.TechnologyEquity2.8%
Dixon Technologies (India) Ltd.EngineeringEquity2.4%
Mold-Tek Packaging Ltd.ChemicalsEquity2.4%
KPR Mills Ltd.TextilesEquity2.3%
TCI Express Ltd.ServicesEquity2.2%
Canara BankFinancialEquity2.2%
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
0.73%
31 Oct 2021 - 30 Nov 2021
0.71%
30 Sep 2021 - 31 Oct 2021
0.72%
31 Aug 2021 - 30 Sep 2021
0.72%
31 Jul 2021 - 31 Aug 2021
0.73%
30 Jun 2021 - 31 Jul 2021
0.73%
31 May 2021 - 30 Jun 2021
0.74%
30 Apr 2021 - 31 May 2021
0.75%
31 Mar 2021 - 30 Apr 2021
0.83%
28 Feb 2021 - 31 Mar 2021
0.89%
31 Jan 2021 - 28 Feb 2021
0.85%
31 Dec 2020 - 31 Jan 2021
0.85%
30 Nov 2020 - 31 Dec 2020
0.83%
31 Oct 2020 - 30 Nov 2020
0.80%
30 Sep 2020 - 31 Oct 2020
0.75%
31 Aug 2020 - 30 Sep 2020
0.76%
31 Jul 2020 - 31 Aug 2020
0.74%
30 Jun 2020 - 31 Jul 2020
0.74%
31 May 2020 - 30 Jun 2020
0.73%
30 Apr 2020 - 31 May 2020
0.73%
31 Mar 2020 - 30 Apr 2020
0.93%
29 Feb 2020 - 31 Mar 2020
0.66%
31 Jan 2020 - 29 Feb 2020
0.37%
31 Dec 2019 - 31 Jan 2020
0.37%
30 Nov 2019 - 31 Dec 2019
0.64%
31 Oct 2019 - 30 Nov 2019
0.71%
30 Sep 2019 - 31 Oct 2019
0.71%
31 Aug 2019 - 30 Sep 2019
0.71%
31 Jul 2019 - 31 Aug 2019
0.67%
30 Jun 2019 - 31 Jul 2019
0.67%
31 May 2019 - 30 Jun 2019
0.67%
Expense ratio, exit load and taxExpense ratio: 0.73%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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementRavi Gopalakrishnan
Jul 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
Principal Multi Cap Growth Fund - Half Yearly Dividend
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
Principal Focused Multicap Fund - Half Yearly Dividend
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
Principal Dividend Yield Fund Direct-Dividend Half Yearly
Principal Dividend Yield Fund Direct-Growth
Principal Emerging Bluechip Fund Direct IDCW Half Yearly
Principal Emerging Bluechip Fund Direct Growth
Principal Multi Cap Growth Fund - Direct - Half Yearly Dividend
Principal Multi Cap Growth Fund - Direct - Growth
Sundaram Focused Fund Direct Growth
Principal Focused Multicap Fund - Direct - Half Yearly Dividend
Sundaram Equity Savings Fund Direct IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Quarterly
Principal Equity Savings Fund - Direct - Growth
Principal Balanced Advantage Fund Direct-Growth
Principal Balanced Advantage Fund - Direct - Monthly Dividend
Sundaram Aggressive Hybrid Fund Direct Growth
Principal Hybrid Equity Fund - Direct - Monthly Dividend
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
Principal Tax Savings Direct - Dividend Half Yearly
Principal Tax Savings Regular - Dividend Half Yearly
Sundaram Services Fund Direct Growth
Sundaram Services Fund Direct IDCW
Sundaram Services Fund Regular Growth
Sundaram Services Fund Regular IDCW
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
Sundaram Large Cap Fund Regular Growth
Sundaram Large Cap Fund Regular IDCW
Sundaram Large Cap Fund Direct Growth
Sundaram Large Cap Fund Direct IDCW
Sundaram Flexi Cap Fund Regular Growth
Sundaram Flexi Cap Fund Regular IDCW
Sundaram Flexi Cap Fund Direct Growth
Sundaram Flexi Cap Fund Direct IDCW
Siddarth Mohta
Apr 2019 - Present
View details
Education
Mr. Mohta is a MBA (Finance), Financial Risk Management
Experience
Has over 16 years of experience as an Equity Analyst/Finance Manager.
Also manages these schemes
Principal Multi Cap Growth Fund - Half Yearly Dividend
Sundaram Multi Cap Fund Growth
Principal Multi Cap Growth Fund - Direct - Half Yearly Dividend
Principal Multi Cap Growth Fund - Direct - Growth
Principal Small Cap Fund Regular Growth
Principal Small Cap Fund Direct Growth
Principal Small Cap Fund Direct IDCW
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹43,436.25Cr
Date of Incorporation26 Feb 1996
 Principal Small Cap Fund Direct IDCW is a Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. Ravi Gopalakrishnan is the Current Fund Manager of Principal Small Cap Fund Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹43,436 Cr and the Latest NAV as of 31 Dec 2021 is ₹25.91.
The Principal Small Cap Fund Direct IDCW is rated Moderately High risk. For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
;
Investment ObjectiveThe scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
;
Fund benchmarkNIFTY Smallcap 250 Total Return Index
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
26 Feb 1996
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
Compare funds
Principal Small Cap Fund Direct IDCW
VS
Add mutual fund to compare

	3M	6M	1Y	All
Fund returns	9.8%	26.7%	77.3%	159.1%
Category average	NA	NA	-0.6%	NA
Rank with in category	2	1	3	NA

Name	Sector	Instrument	Assets
Persistent Systems Ltd.	Technology	Equity	3.3%
Indian Energy Exchange Ltd.	Services	Equity	3.0%
Transport Corporation Of India Ltd.	Services	Equity	2.8%
Kei Industries Ltd.	Engineering	Equity	2.8%
KPIT Technologies Ltd.	Technology	Equity	2.8%
Dixon Technologies (India) Ltd.	Engineering	Equity	2.4%
Mold-Tek Packaging Ltd.	Chemicals	Equity	2.4%
KPR Mills Ltd.	Textiles	Equity	2.3%
TCI Express Ltd.	Services	Equity	2.2%
Canara Bank	Financial	Equity	2.2%

Rank (total assets)	#17 in India
Total AUM	₹43,436.25Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NIFTY Smallcap 250 Total Return Index

Vaishnavi Tech Park, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹512.88Cr

Principal Small Cap Fund Direct IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (64)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.73%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Ravi GopalakrishnanJul 2019 - PresentView details

Siddarth MohtaApr 2019 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Ravi Gopalakrishnan
Jul 2019 - Present
View details

Siddarth Mohta
Apr 2019 - Present
View details