e.g. Tata motors, Reliance MF, 500570

Principal Child Benefit - Future Guard Plan - Growth

Hybrid Others No Data Available

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹25.51 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

To generate regular returns and / or capital appreciation / accretion with the aim of giving lumpsum capital growth at the end of the chosen target period or otherwise to the Beneficiary.

AMC

Principal Asset Management Private Limited

Fund Details

Launch Date

January 7, 1998

Fund Manager

Mr. P.V.K Mohan

Initial Price

10

AUM Fund

25.51 Cr

Min investment

Rs 5000

Expense Ratio

2.5%

Exit Load

1% if redeemed on or before 1 year from the date of allotment.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
22.16% 65.40% ₹83.89
21.67% 61.32% ₹83.89
12.83% 41.63% ₹83.89
12.83% 41.63% ₹83.89
11.76% 25.26% ₹83.89

Holdings

Sector Allocation

Finance 11.42%
Banks 10.45%
Power 7.24%
Miscellaneous 10.29%
Cement 2.54%
Shipping 2.47%
Information Technology 2.15%
Electric Equipment 2.96%
Fertilisers 1.85%
Iron and Steel 2.73%
Textiles 2.19%
Engineering 3.23%
Tea / Coffee 1.54%
Construction 1.52%
Auto 1.49%
Personal Care 1.09%
Cables 0.97%
Metals - Non Ferrous 0.90%
Auto Ancillaries 2.09%
Packaging 0.60%
Beverages - Alcoholic 0.27%
Address
Level 7, Parinee Crescenzo, Plot No. C-38/39 G Block, Bandra Kurla Complex, 400051
Phone
+91 22 67720555
Fax
+91 22 67720512
Launch Date
January 7, 1998
Custodian
SBI-SG Global Securities Services Private limited
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Principal Child Benefit - Future Guard Plan - Growth?

A: The latest NAV of Principal Child Benefit - Future Guard Plan - Growth is ₹ .

Q: What type of mutual fund is Principal Child Benefit - Future Guard Plan - Growth?

A: Principal Child Benefit - Future Guard Plan - Growth is a 'Hybrid - Others' type mutual fund managed by 'Principal Asset Management Private Limited'.

Q: What is the expense ratio of Principal Child Benefit - Future Guard Plan - Growth?

A: The expense ratio of Principal Child Benefit - Future Guard Plan - Growth is 2.5%, which impacts overall returns.

Q: Who manages Principal Child Benefit - Future Guard Plan - Growth?

A: Principal Child Benefit - Future Guard Plan - Growth is managed by Mr. P.V.K Mohan, who oversees investment strategy and portfolio decisions.

Q: Is Principal Child Benefit - Future Guard Plan - Growth a good investment?

A: Principal Child Benefit - Future Guard Plan - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Principal Child Benefit - Future Guard Plan - Growth?

A: The exit load of Principal Child Benefit - Future Guard Plan - Growth is 1% if redeemed on or before 1 year from the date of allotment., applicable if redeemed within the specified period.

Q: How is Principal Child Benefit - Future Guard Plan - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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