Not Recommended
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Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
Relative Size
322 Cr. Medium within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Consistently poor. The historical performance of the fund has been consistently poor
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.44 %
Expense Ratio
Dec 23, 2019
Launched (2y ago)
₹ 322
AUM in Crores
INF173K01OR0
ISIN
No Lock-in
Lock-in
IISL NIFTY Midcap 100 TR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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 before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Principal Asset Management Private Limited
Principal Asset Management Private Limited manages assets worth 7,381 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 26 equity,31 debt and 16 hybrid funds.
Diversified
Top Ranked
₹ 473 Cr
Fund Size
14.8%
3Y returns
Diversified
Top Ranked
₹ 2,328 Cr
Fund Size
10.4%
3Y returns
Liquid
Top Ranked
₹ 201 Cr
Fund Size
2.5%
3Y returns
Diversified
Top Ranked
₹ 184 Cr
Fund Size
10.7%
3Y returns
Liquid
Top Ranked
₹ 201 Cr
Fund Size
1.6%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Principal Midcap Fund (DP-A) is a mid cap equity fund and has delivered an annualised return of % over a period of 2 years ..The fund is managed by Principal Asset Management Private Limited.The fund managers 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. However, there is no assurance that the objective of the scheme will be realized.
The Principal Midcap Fund (DP-A) fund was launched on Dec 23, 2019. The NAV (Net Asset Value) of this mid cap equity as of 2021-02-12 is ₹ 13.54. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 321.526. The category risk of the Principal Midcap Fund (DP-A) fund is Very High Risk. The fund charges 2.44 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 98.4% in this asset class. The top three holdings of the fund are 91 dtb 04022021,91 dtb 29042021 and the federal bank ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL NIFTY Midcap 100 TR INR
Principal Midcap Fund (DP-A) has a score of 1 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Principal Midcap Fund (DP-A) has a score of 3 out of 5. Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.