Principal Small Cap Fund Direct Growth+0.54%

3Groww
0.00%
1 Year Return
Equity
Small Cap
3.0 star
6M
All

Fund Details

Principal Small Cap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.64%
NAV11.13 (17 Jan 2020)
Fund Started13 May 2019
Fund Size159 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Small Cap Fund Direct Growth
NA
NA
NA
11.3%
Category Average
-5.1%
3.9%
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with -0.4% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity3.6%
    Navin Fluorine International Ltd.ChemicalsEquity3.0%
    Galaxy Surfactants Ltd.FMCGEquity2.5%
    Fine Organic Industries Ltd.ChemicalsEquity2.1%
    Alkyl Amines Chemicals Ltd.ChemicalsEquity2.0%
    Timken India Ltd.EngineeringEquity2.0%
    Cosmo Films Ltd.ChemicalsEquity2.0%
    Birla Corporation Ltd.ConstructionEquity2.0%
    Transport Corporation Of India Ltd.ServicesEquity2.0%
    Equitas Holdings Ltd.FinancialEquity2.0%
    See All

    Fund Managers

    addP V K Mohan
    Education
    Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.
    Experience
    Prior to joining Principal AMC he has worked with UTI AMC.
    Funds Managed
    addRavi Gopalakrishnan
    Education
    Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
    Experience
    Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
    Funds Managed

    Other Details

    Principal Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was introduced to investors on 13 May 2019. P V K Mohan is the Current Fund Manager of Principal Small Cap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹159 Cr and the Latest NAV as of 17 Jan 2020 is ₹11.13.

    The Principal Small Cap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year..

    Investment Objective

    The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
    Exit Load

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    About Principal Mutual Fund

    Address
    Exchange Plaza - 2rd Floor - NSE Building,"B" Wing-Bandra Kurla Complex,Bandra (East), Mumbai 400051
    Phone
    022 - 67720555, 1800 425 5600
    Launch Date
    25 Nov 1994
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
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