Groww Logo
Home>Mutual Funds>Sundaram Mutual Fund>Principal Small Cap Fund Direct IDCW

Principal Small Cap Fund Direct IDCW

Equity
Small Cap
Moderately High Risk
Payout
4.20%
1M return
+0.68% 1D
1M
6M
1Y
All
NAV: 31 Dec 2021₹25.91
Min. SIP amountNA
RatingNA
Fund size₹512.88Cr

Returns and rankings

Category: Equity Small Cap
Absolute returns
3M6M1YAll
Fund returns9.8%26.7%77.3%159.1%
Category averageNANA102.5%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

Expense ratio, exit load and tax

Expense ratio: 0.73%

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 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 amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Ravi 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

Siddarth Mohta
Apr 2019 - Present
View details

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
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,

Compare funds

Principal Small Cap Fund Direct IDCW
VS
Add mutual fund to compare

FAQs

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 17 May 2022...

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 17 May 2022.

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).

Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.3.7
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI