e.g. Tata motors, Reliance MF, 500570

Principal Large Cap Fund - Growth

Equity Large Cap Very High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹533.66 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 achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

AMC

Principal Asset Management Private Limited

Fund Details

Launch Date

September 28, 2020

Fund Manager

Mr. Sudhir Kedia

Initial Price

10

AUM Fund

533.66 Cr

Min investment

Rs 5000

Expense Ratio

2.37%

SIP Minimum Investment

Monthly and Quarterly - Rs. 500 /- each and in multiples of Re. 1 thereafter. Minimum number of installments 12.

Exit Load

If redeemed/ switched on or before 365 days from the date of allotment:? Nil for redemption/ switch out of units upto 24% of the units allotted (the limit).? 1% on redemption in excess of 24% of the limit stated above- Redemption of units would be done on First in First out Basis (FIFO).

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
44.66% 108.48% ₹3935.83
43.90% 105.13% ₹3935.83
32.16% 0.00% ₹7304.61
32.16% 0.00% ₹7304.61
31.44% 0.00% ₹330.45

Holdings

Infosys Ltd. 6.34%
TREPS 01-Dec-2021 3.38%
Wipro Ltd. 1.81%
Zomato Ltd. 1.50%
Bosch Ltd. 1.38%
APPLE INC. 1.23%
Alphabet Inc. Class A 1.13%
ITC Ltd. 1.13%
UPL Ltd. 1.09%
Jpmorgan Chase & Co. 0.98%
Nike Inc. Class B 0.91%
Unitedhealth Group Inc. 0.85%
Home Depot Inc. 0.83%
Meta Platforms Inc 0.80%
Amazon.Com Inc 0.78%
Thermo Fisher Scientific Inc. 0.76%
Mastercard Incorporated Class A 0.66%
Eli Lilly & Co. 0.65%
Johnson & Johnson 0.63%
Paypal Holdings Inc. 0.58%
Cipla Ltd. 0.55%
Colgate-Palmolive Company 0.53%
NTPC Ltd. 0.36%
91 DAY T-BILL 06-Jan-2022 0.02%
Net Receivable / Payable -0.41%

Sector Allocation

Banks 21.50%
Information Technology 14.60%
Miscellaneous 8.61%
Auto 5.81%
Personal Care 3.11%
Telecommunications 1.71%
Finance 9.49%
Iron and Steel 1.55%
Service 1.94%
Pharmaceuticals and health care 4.12%
Auto Ancillaries 2.54%
Tobacco 1.13%
Petroleum 1.10%
Chemicals 1.09%
Food Processing 1.61%
Cement 0.81%
Consumer Durables 0.53%
Tea / Coffee 0.51%
Power 0.36%
Metals - Non Ferrous 0.34%
Retail 0.33%
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
September 28, 2020
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 Large Cap Fund - Growth?

A: The latest NAV of Principal Large Cap Fund - Growth is ₹ .

Q: What type of mutual fund is Principal Large Cap Fund - Growth?

A: Principal Large Cap Fund - Growth is a 'Equity - Large Cap' type mutual fund managed by 'Principal Asset Management Private Limited'.

Q: What is the expense ratio of Principal Large Cap Fund - Growth?

A: The expense ratio of Principal Large Cap Fund - Growth is 2.37%, which impacts overall returns.

Q: Who manages Principal Large Cap Fund - Growth?

A: Principal Large Cap Fund - Growth is managed by Mr. Sudhir Kedia, who oversees investment strategy and portfolio decisions.

Q: Is Principal Large Cap Fund - Growth a good investment?

A: Principal Large Cap Fund - 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 Large Cap Fund - Growth?

A: The exit load of Principal Large Cap Fund - Growth is If redeemed/ switched on or before 365 days from the date of allotment:? Nil for redemption/ switch out of units upto 24% of the units allotted (the limit).? 1% on redemption in excess of 24% of the limit stated above- Redemption of units would be done on First in First out Basis (FIFO)., applicable if redeemed within the specified period.

Q: How is Principal Large Cap Fund - Growth taxed?

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

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