Home>Mutual Funds>Principal Mutual Fund>Principal Small Cap Fund Regular Growth

Principal Small Cap Fund Regular Growth

Equity
Small Cap
Moderately High Risk
80.96%
1Y return
-1.12% 1D
1M
6M
1Y
All
NAV: 20 Sep 2021₹22.04
Min. SIP amountNA
RatingNA
Fund size₹445.22 Cr

Returns and rankings

Category: Equity Small Cap
Absolute returns
3M6M1YAll
Fund returns15.8%38.2%81.0%120.4%
Category averageNANA102.5%NA
Rank with in category366NA
Understand termsinfo

Holdings (66)

NameSectorInstrumentAssets
TechnologyEquity3.0%
HealthcareEquity2.7%
FinancialEquity2.3%
ServicesEquity2.3%
EngineeringEquity2.3%
TechnologyEquity2.2%
EngineeringEquity2.2%
Multi Commodity Exchange Of India Ltd.
ServicesEquity2.1%
ConstructionEquity2.1%
ChemicalsEquity2.0%
See All

Expense ratio, exit load and tax

Expense ratio: 2.48%

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

P V K Mohan
Apr 2019 - Present
View details
keyboard_arrow_down
Ravi Gopalakrishnan
Jul 2019 - Present
View details
keyboard_arrow_down
Siddarth Mohta
Apr 2019 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Principal Small Cap Fund Regular Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.8.8
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle