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Principal Midcap Fund (Dividend Payout - Annually)

Returns (1yr)
-NA- %
Latest NAV
9.42

Investment Calculator

  • Tenure
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Total Investment
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 10th of July, 07:04 PM

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.

Fund Managers

  • profile-pic
    Ravi Gopalakrishnan
    profile-pic
    Sudhir Kedia
  • expense-ratio
    Expense Ratio
    2.14
    benchmark
    Benchmark
    NIFTY Midcap 100
  • Aum image
    AUM
    ₹ 233.91 Crores
    ISIN
    ISIN
    INF173K01OP4
  • Category Risk:

    Moderately High risk

Holding Information

as on 10th of July, 07:04 PM

Top Holding

Wabco India Ltd
4%
Tata Consumer Products Ltd
4%
Bayer Cropscience Ltd
3%
Abbott India Ltd
3%
Treps 01 Jul 2020
3%

Top Sectors

Consumer Cyclical
21%
Basic Materials
18%
Financial Services
16%
Industrials
14%
Healthcare
9%

Allocation

Equity
95%
Others
5%
Debt
0%

Investment Return Calculator

as on 10th of July, 07:04 PM
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 10th of July, 07:04 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Principal Midcap Fund Regular Dividend Payout is a Mid Cap Equity fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by Principal Asset Management Private Limited. The fund managers names are Ravi Gopalakrishnan, Sudhir Kedia. 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. The fund charges 2.14000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.