| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.73% |
| NAV | ₹10.40 (07 Jul 2020) |
|---|---|
| Fund Started | 13 May 2019 |
| Fund Size | ₹151 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.5% |
| Neogen Chemicals Ltd. | Chemicals | Equity | 3.0% |
| Escorts Ltd. | Automobile | Equity | 3.0% |
| Alkyl Amines Chemicals Ltd. | Chemicals | Equity | 2.6% |
| Galaxy Surfactants Ltd. | FMCG | Equity | 2.6% |
| Rites Ltd. | Construction | Equity | 2.6% |
| Rallis India Ltd. | Chemicals | Equity | 2.5% |
| Fine Organic Industries Ltd. | Chemicals | Equity | 2.5% |
| Cosmo Films Ltd. | Chemicals | Equity | 2.4% |
| Bharti Airtel Ltd. | Communication | Equity | 2.4% |
Principal Small Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was made available to investors on 13 May 2019. P V K Mohan is the Current Fund Manager of Principal Small Cap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹151 Cr and the Latest NAV as of 07 Jul 2020 is ₹10.40.
The Principal Small Cap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
The scheme seeks to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
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.