| NAV: 31 Dec 2021 | ₹25.91 |
| Min. SIP amount | NA |
| Rating | NA |
| Fund size | ₹512.88Cr |
Returns and rankings
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | 9.8% | 26.7% | 77.3% | 159.1% |
| Category average | NA | NA | 102.5% | NA |
| Rank with in category | 2 | 1 | 3 | NA |
Holdings (64)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Persistent Systems Ltd. | Technology | Equity | 3.3% |
| Indian Energy Exchange Ltd. | Services | Equity | 3.0% |
| Transport Corporation Of India Ltd. | Services | Equity | 2.8% |
| Kei Industries Ltd. | Engineering | Equity | 2.8% |
| KPIT Technologies Ltd. | Technology | Equity | 2.8% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 2.4% |
| Mold-Tek Packaging Ltd. | Chemicals | Equity | 2.4% |
| KPR Mills Ltd. | Textiles | Equity | 2.3% |
| TCI Express Ltd. | Services | Equity | 2.2% |
| Cyient Ltd. | Technology | Equity | 2.2% |
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Ravi GopalakrishnanJul 2019 - PresentView details
Siddarth MohtaApr 2019 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Principal Small Cap Fund Direct Growth?
You can easily invest in Principal Small Cap Fund Direct Growth 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 Growth 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 Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Principal Small Cap Fund Direct Growth provide?
The Principal Small Cap Fund Direct Growth 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 Growth?
The term
Expense Ratio used for Principal Small Cap Fund Direct Growth 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 Growth is 0.73% as of 05 Jul 2022...
What is the AUM of Principal Small Cap Fund Direct Growth?
The AUM, short for Assets Under Management of Principal Small Cap Fund Direct Growth is ₹512.88Cr as of 05 Jul 2022.
How to Redeem Principal Small Cap Fund Direct Growth?
If you want to sell your Principal Small Cap Fund Direct Growth 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 Growth?
What is the NAV of Principal Small Cap Fund Direct Growth?
The NAV of Principal Small Cap Fund Direct Growth is ₹25.91 as of 31 Dec 2021.
