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).
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
Moderately Low
Moderate
Moderately High
High
Moderately High risk
2.14%
Expense Ratio
23rd Dec, 2019
Launched (0y ago)
₹
245
AUM in Crores
No Lock-in
Lock-in
IISL NIFTY Midcap 100 TR INR
Benchmark
₹
0
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Ravi Gopalakrishnan
Fund Manager
Sudhir Kedia
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
Principal Asset Management Private Limited manages assets worth ₹ 6,475 crores. It's current offering of mutual fund schemes includes 24 equity, 30 debt and 21 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment
asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
funds.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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About Principal Midcap Fund (Dividend Payout - Annually)
About Principal Midcap Fund (Dividend Payout - Annually)
Principal Midcap Fund (Dividend Payout - Annually) is a Mid Cap Equity fund and has delivered an annualised return of % over a period of 0 years.
The fund is managed by Principal Asset Management Private Limited.
The fund managers are Ravi Gopalakrishnan, Sudhir Kedia.
Principal Midcap Fund (Dividend Payout - Annually) 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.
However, there is no assurance that the objective of the scheme will be realized.
Principal Midcap Fund (Dividend Payout - Annually) NAV, AUM and Risk
The fund was launched on 2019-12-23. The NAV of the fund as of is ₹ 0.00. The total AUM of the fund as of is ₹ 245 Cr. The category risk of the fund is Moderately High risk
The fund charges 2.14 % as expense ratio.
Principal Midcap Fund (Dividend Payout - Annually) Holdings
The fund’s highest allocation is towards equity and has invested 96.23% in this asset class.
The top three holdings of the fund are wabco india ltd, bayer cropscience ltd and max financial services ltd.
Principal Midcap Fund (Dividend Payout - Annually) SIP
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.
Principal Midcap Fund (Dividend Payout - Annually) Investment volatility and Horizon
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.
