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 26 Dec 2024...

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 26 Dec 2024.

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

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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 averageNANA27.3%NA
Rank with in category213NA
Understand terms
Peer ComparisonEquity, Small Cap fundsRating1Y3YFund Size(Cr)
Nippon India Small Cap Fund Direct  IDCW
5
28.5%28.7%62,259.56
Quant Small Cap Fund Direct Plan IDCW
5
NANA26,644.74
Tata Small Cap Fund Direct IDCW
5
NANA9,319.04
Invesco India Smallcap Fund Direct IDCW
4
NANA5,376.18
Bank of India Small Cap Fund Direct IDCW
4
NANA1,516.96
Holdings (68)NameSectorInstrumentAssets
Persistent Systems Ltd.
TechnologyEquity3.28%
Indian Energy Exchange Ltd.
ServicesEquity2.97%
Transport Corporation Of India Ltd.
ServicesEquity2.81%
KPIT Technologies Ltd.
TechnologyEquity2.75%
Kei Industries Ltd.
EngineeringEquity2.75%
Dixon Technologies (India) Ltd.
EngineeringEquity2.42%
Mold-Tek Packaging Ltd.
ChemicalsEquity2.37%
KPR Mills Ltd.
TextilesEquity2.34%
TCI Express Ltd.
ServicesEquity2.24%
Canara Bank
FinancialEquity2.18%
Cyient Ltd.
TechnologyEquity2.18%
Birlasoft Ltd.
TechnologyEquity2.17%
Sona BLW Precision Forgings Ltd.
AutomobileEquity2.15%
Brigade Enterprises Ltd.
ConstructionEquity2.15%
Can Fin Homes Ltd.
FinancialEquity2.10%
BEML Ltd
EngineeringEquity2.07%
Multi Commodity Exchange Of India Ltd.
ServicesEquity1.95%
Tata Elxsi Ltd.
TechnologyEquity1.93%
Solar Industries India Ltd.
ChemicalsEquity1.88%
Neogen Chemicals Ltd.
ChemicalsEquity1.86%
Birla Corporation Ltd.
ConstructionEquity1.79%
Laurus Labs Ltd.
HealthcareEquity1.79%
Mastek Ltd.
TechnologyEquity1.67%
Timken India Ltd.
EngineeringEquity1.59%
Orient Electric Ltd.
Consumer DurableEquity1.51%
Westlife Development Ltd.
ServicesEquity1.47%
VIP Industries Ltd.
ChemicalsEquity1.45%
Galaxy Surfactants Ltd.
FMCGEquity1.41%
Force Motors Ltd.
AutomobileEquity1.38%
Blue Star Ltd.
Consumer DurableEquity1.35%
JK Cement Ltd
ConstructionEquity1.33%
JK Lakshmi Cement Ltd.
ConstructionEquity1.29%
PVR Ltd.
ServicesEquity1.29%
Subros Ltd.
AutomobileEquity1.29%
Amber Enterprises India Ltd.
Consumer DurableEquity1.28%
Syngene International Ltd.
HealthcareEquity1.26%
Computer Age Management Services Ltd.
FinancialEquity1.23%
Ceat Ltd.
AutomobileEquity1.19%
NIIT Ltd.
TechnologyEquity1.18%
Cera Sanitaryware Ltd.
ConstructionEquity1.16%
Tata Steel Ltd.
MetalsEquity1.16%
State Bank of India
FinancialEquity1.16%
PNC Infratech Ltd.
ConstructionEquity1.14%
Bajaj Finance Ltd.
FinancialEquity1.04%
KNR Constructions Ltd.
ConstructionEquity1.01%
Vardhman Textiles Ltd.
TextilesEquity1.01%
Cosmo Films Ltd.
ChemicalsEquity0.93%
Tata Motors Ltd.
AutomobileEquity0.91%
NCC Ltd.
ConstructionEquity0.91%
Divi's Laboratories Ltd.
HealthcareEquity0.90%
Navin Fluorine International Ltd.
ChemicalsEquity0.85%
Minda Industries Ltd.
AutomobileEquity0.83%
Bank Of Baroda
FinancialEquity0.83%
Craftsman Automation Ltd.
EngineeringEquity0.77%
Indian Bank
FinancialEquity0.75%
ICICI Bank Ltd.
FinancialEquity0.74%
Astral Ltd.
ChemicalsEquity0.73%
Rossari Biotech Ltd.
ChemicalsEquity0.73%
SBI Life Insurance Company Ltd.
FinancialEquity0.62%
HDFC Bank Ltd.
FinancialEquity0.58%
Kaveri Seed Company Ltd.
FMCGEquity0.57%
Info Edge (India) Ltd.
ServicesEquity0.51%
Ipca Laboratories Ltd.
HealthcareEquity0.44%
PI Industries Ltd.
ChemicalsEquity0.23%
Rallis India Ltd.
ChemicalsEquity0.05%
Reserve Bank of India
FinancialT-Bills0.03%
Clean Science And Technology Ltd.
ChemicalsEquity0.02%
G R Infraprojects Ltd.
ConstructionEquity0.01%
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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 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
Principal Dividend Yield Fund Direct-Growth
Principal Emerging Bluechip Fund Direct  Growth
Principal Multi Cap Growth Fund - Direct - Growth
Principal Equity Savings Fund - Direct - Growth
Principal Balanced Advantage Fund Direct-Growth
Principal Personal Tax Saver Fund Direct
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Small Cap Fund Direct Growth
Principal Retirement Savings Fund Progressive Plan Direct Growth
Principal Retirement Savings Fund Conservative Plan Direct Growth
Principal Retirement Savings Fund Moderate Plan Direct Growth
Sundaram Services Fund Direct   Growth
Principal Small Cap Fund Direct   Growth
Principal Midcap Fund Direct   Growth
Sundaram Large Cap Fund Direct   Growth
Sundaram Flexi Cap Fund Direct   Growth
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 - Direct - Growth
Principal Small Cap Fund Direct   Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹67,442.81Cr
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 ₹67,443 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 No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
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	27.3%	NA
Rank with in category	2	1	3	NA

Equity, Small Cap funds	Rating	1Y	3Y	Fund Size(Cr)
Nippon India Small Cap Fund Direct IDCW	5	28.5%	28.7%	62,259.56
Quant Small Cap Fund Direct Plan IDCW	5	NA	NA	26,644.74
Tata Small Cap Fund Direct IDCW	5	NA	NA	9,319.04
Invesco India Smallcap Fund Direct IDCW	4	NA	NA	5,376.18
Bank of India Small Cap Fund Direct IDCW	4	NA	NA	1,516.96

Name	Sector	Instrument	Assets
Persistent Systems Ltd.	Technology	Equity	3.28%
Indian Energy Exchange Ltd.	Services	Equity	2.97%
Transport Corporation Of India Ltd.	Services	Equity	2.81%
KPIT Technologies Ltd.	Technology	Equity	2.75%
Kei Industries Ltd.	Engineering	Equity	2.75%
Dixon Technologies (India) Ltd.	Engineering	Equity	2.42%
Mold-Tek Packaging Ltd.	Chemicals	Equity	2.37%
KPR Mills Ltd.	Textiles	Equity	2.34%
TCI Express Ltd.	Services	Equity	2.24%
Canara Bank	Financial	Equity	2.18%
Cyient Ltd.	Technology	Equity	2.18%
Birlasoft Ltd.	Technology	Equity	2.17%
Sona BLW Precision Forgings Ltd.	Automobile	Equity	2.15%
Brigade Enterprises Ltd.	Construction	Equity	2.15%
Can Fin Homes Ltd.	Financial	Equity	2.10%
BEML Ltd	Engineering	Equity	2.07%
Multi Commodity Exchange Of India Ltd.	Services	Equity	1.95%
Tata Elxsi Ltd.	Technology	Equity	1.93%
Solar Industries India Ltd.	Chemicals	Equity	1.88%
Neogen Chemicals Ltd.	Chemicals	Equity	1.86%
Birla Corporation Ltd.	Construction	Equity	1.79%
Laurus Labs Ltd.	Healthcare	Equity	1.79%
Mastek Ltd.	Technology	Equity	1.67%
Timken India Ltd.	Engineering	Equity	1.59%
Orient Electric Ltd.	Consumer Durable	Equity	1.51%
Westlife Development Ltd.	Services	Equity	1.47%
VIP Industries Ltd.	Chemicals	Equity	1.45%
Galaxy Surfactants Ltd.	FMCG	Equity	1.41%
Force Motors Ltd.	Automobile	Equity	1.38%
Blue Star Ltd.	Consumer Durable	Equity	1.35%
JK Cement Ltd	Construction	Equity	1.33%
JK Lakshmi Cement Ltd.	Construction	Equity	1.29%
PVR Ltd.	Services	Equity	1.29%
Subros Ltd.	Automobile	Equity	1.29%
Amber Enterprises India Ltd.	Consumer Durable	Equity	1.28%
Syngene International Ltd.	Healthcare	Equity	1.26%
Computer Age Management Services Ltd.	Financial	Equity	1.23%
Ceat Ltd.	Automobile	Equity	1.19%
NIIT Ltd.	Technology	Equity	1.18%
Cera Sanitaryware Ltd.	Construction	Equity	1.16%
Tata Steel Ltd.	Metals	Equity	1.16%
State Bank of India	Financial	Equity	1.16%
PNC Infratech Ltd.	Construction	Equity	1.14%
Bajaj Finance Ltd.	Financial	Equity	1.04%
KNR Constructions Ltd.	Construction	Equity	1.01%
Vardhman Textiles Ltd.	Textiles	Equity	1.01%
Cosmo Films Ltd.	Chemicals	Equity	0.93%
Tata Motors Ltd.	Automobile	Equity	0.91%
NCC Ltd.	Construction	Equity	0.91%
Divi's Laboratories Ltd.	Healthcare	Equity	0.90%
Navin Fluorine International Ltd.	Chemicals	Equity	0.85%
Minda Industries Ltd.	Automobile	Equity	0.83%
Bank Of Baroda	Financial	Equity	0.83%
Craftsman Automation Ltd.	Engineering	Equity	0.77%
Indian Bank	Financial	Equity	0.75%
ICICI Bank Ltd.	Financial	Equity	0.74%
Astral Ltd.	Chemicals	Equity	0.73%
Rossari Biotech Ltd.	Chemicals	Equity	0.73%
SBI Life Insurance Company Ltd.	Financial	Equity	0.62%
HDFC Bank Ltd.	Financial	Equity	0.58%
Kaveri Seed Company Ltd.	FMCG	Equity	0.57%
Info Edge (India) Ltd.	Services	Equity	0.51%
Ipca Laboratories Ltd.	Healthcare	Equity	0.44%
PI Industries Ltd.	Chemicals	Equity	0.23%
Rallis India Ltd.	Chemicals	Equity	0.05%
Reserve Bank of India	Financial	T-Bills	0.03%
Clean Science And Technology Ltd.	Chemicals	Equity	0.02%
G R Infraprojects Ltd.	Construction	Equity	0.01%

Rank (total assets)	#17 in India
Total AUM	₹67,442.81Cr

Date of Incorporation	26 Feb 1996

Fund benchmark	NIFTY Smallcap 250 Total Return Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Principal Small Cap Fund Direct IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Holdings (68)

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