e.g. Tata motors, Reliance MF, 500570

Principal Midcap Fund - IDCW

Equity Mid Cap Very High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹450.48 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

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

 

Investment Objective

To generate long term capital appreciation by predominantly investing in equity and equity related instruments of midcap companies. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

AMC

Principal Asset Management Private Limited

Fund Details

Launch Date

December 6, 2019

Fund Manager

Mr. Ravi Gopalakrishnan

Initial Price

10

AUM Fund

450.48 Cr

Min investment

Rs 5000

Expense Ratio

2.48%

SIP Minimum Investment

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

Exit Load

For units in excess of 24% of the investment, 1% will be charged for redemption within 365 days.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
39.46% 0.00% ₹2709.75
38.60% 56.97% ₹10450.74
30.66% 67.83% ₹13553.62
29.59% 70.65% ₹38138.08
29.14% 32.31% ₹10450.74

Holdings

BEML Ltd. 2.14%
Coforge Ltd. 1.88%
Subros Ltd. 1.79%
Canara Bank 1.77%
TREPS 01-Dec-2021 1.72%
Trent Ltd. 1.67%
Indian Bank 1.56%
Voltas Ltd. 1.46%
ICRA Ltd. 1.45%
SRF Ltd. 1.40%
CRISIL Ltd. 1.23%
Atul Ltd. 0.98%
CEAT Ltd. 0.85%
PVR Ltd. 0.83%
Emami Ltd. 0.80%
MRF Ltd. 0.31%
91 DAY T-BILL 06-Jan-2022 0.02%
Net Receivable / Payable -0.49%

Sector Allocation

Cables 6.02%
Banks 13.02%
Auto 5.39%
Electric Equipment 3.43%
Service 3.74%
Chemicals 5.74%
Engineering 7.81%
Information Technology 5.82%
Finance 8.86%
Auto Ancillaries 3.03%
Pharmaceuticals and health care 7.46%
Petrochemicals 1.73%
Textiles 4.63%
Iron and Steel 1.66%
Miscellaneous 4.26%
Power 1.53%
Edible Fat 1.36%
Construction 1.29%
Consumer Durables 1.12%
Telecommunications 1.01%
Plastics 0.99%
Paints and Pigments 1.90%
Leather 1.70%
Cement 0.87%
Tyres 1.16%
Personal Care 0.80%
Agriculture/Horticulture/Lives 0.80%
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
December 6, 2019
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 Midcap Fund - IDCW?

A: The latest NAV of Principal Midcap Fund - IDCW is ₹ .

Q: What type of mutual fund is Principal Midcap Fund - IDCW?

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

Q: What is the expense ratio of Principal Midcap Fund - IDCW?

A: The expense ratio of Principal Midcap Fund - IDCW is 2.48%, which impacts overall returns.

Q: Who manages Principal Midcap Fund - IDCW?

A: Principal Midcap Fund - IDCW is managed by Mr. Ravi Gopalakrishnan, who oversees investment strategy and portfolio decisions.

Q: Is Principal Midcap Fund - IDCW a good investment?

A: Principal Midcap Fund - IDCW 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 Midcap Fund - IDCW?

A: The exit load of Principal Midcap Fund - IDCW is For units in excess of 24% of the investment, 1% will be charged for redemption within 365 days., applicable if redeemed within the specified period.

Q: How is Principal Midcap Fund - IDCW taxed?

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

Close

Add Principal Midcap Fund to your Watchlist

Alert me if price...
Close

Add Principal Midcap Fund to your Portfolio

:  
   
:    
 

Home

Market News

Latest News

International Markets

Economy

Industries

Mutual Fund News

IPO News

Search News

My Portfolio

My Watchlist

Gainers

Losers

Sectors

Indices

Forex

Mutual Funds

Feedback