Principal Small Cap Fund Direct Growth

Equity
Small Cap
Moderately High Risk
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 (%)

Returns and rankings

Category: Equity Small Cap
Absolute returns
3M6M1YAll
Fund returns9.8%26.7%77.3%159.1%
Category averageNANA54.0%NA
Rank with in category213NA
Understand terms

Holdings (68)

NameSectorInstrumentAssets
TechnologyEquity3.28%
ServicesEquity2.97%
ServicesEquity2.81%
EngineeringEquity2.75%
TechnologyEquity2.75%
EngineeringEquity2.42%
ChemicalsEquity2.37%
TextilesEquity2.34%
ServicesEquity2.24%
TechnologyEquity2.18%
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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

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

Fund house & investment objective

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
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,

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