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Home>Mutual Funds>Sundaram Mutual Fund>Principal Small Cap Fund Direct Growth

Principal Small Cap Fund Direct Growth

Equity
Small Cap
Moderately High Risk
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
TechnologyEquity3.3%
ServicesEquity3.0%
ServicesEquity2.8%
EngineeringEquity2.8%
TechnologyEquity2.8%
EngineeringEquity2.4%
ChemicalsEquity2.4%
TextilesEquity2.3%
ServicesEquity2.2%
TechnologyEquity2.2%
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
Siddarth Mohta
Apr 2019 - Present
View details

Fund house & investment objective

Fund house contact details

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