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Home>Mutual Funds>Principal Mutual Fund>Principal Small Cap Fund Direct IDCW

Principal Small Cap Fund Direct IDCW

Equity
Small Cap
Moderately High Risk
Payout
3.65%
1M return
+2.61% 1D
1M
6M
1Y
All
NAV: 26 Oct 2021₹24.42
Min. SIP amountNA
RatingNA
Fund size₹473.31 Cr

Returns and rankings

Category: Equity Small Cap
Absolute returns
3M6M1YAll
Fund returns10.0%41.5%91.9%138.0%
Category averageNANA102.5%NA
Rank with in category135NA
Understand termsinfo

Holdings (63)

NameSectorInstrumentAssets
TechnologyEquity3.2%
ServicesEquity2.8%
FinancialEquity2.6%
EngineeringEquity2.5%
EngineeringEquity2.4%
ChemicalsEquity2.4%
HealthcareEquity2.4%
TechnologyEquity2.3%
TechnologyEquity2.2%
Multi Commodity Exchange Of India Ltd.
ServicesEquity2.2%
See All

Expense ratio, exit load and tax

Expense ratio: 0.72%

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 termsinfo
Check past data

Minimum investment amounts

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

Fund management

P V K Mohan
Apr 2019 - Present
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Ravi Gopalakrishnan
Jul 2019 - Present
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Siddarth Mohta
Apr 2019 - Present
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Fund house & investment objective

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Fund house contact details

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