Want the equity funds that are right for your long term equity investment needs?
NAV (Dec 31)
6 Month CAGR
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.
Launched (3y ago)
Dec 30, 2019
AUM in Crores
IISL NIFTY Midcap 100 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
|Fund Name||Fund Size||Outperformance Consistency|
₹ 4,865 cr
₹ 10,427 cr
₹ 15,580 cr
₹ 10,427 cr
₹ 15,580 cr
Principal Asset Management Private Limited
Principal Asset Management Private Limited manages assets worth 5,041 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 8 debt and 15 equity funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Principal Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 33.8% over a period of 2 years. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is Sudhir Kedia.
Nav of Principal Midcap Fund (G) as of 12/31/2021 is ₹17.91 with the total AUM as of 12/7/2022 is ₹450.483. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Midcap Fund (G) was launched on Dec 30, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Principal Midcap Fund (G) is ₹1000 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. Check your estimated returns on mutual funds by using sip calculator.
Principal Midcap Fund (G) 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 (G) is rated as a 0 fund in Equity and delivered 45.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Principal Midcap Fund (G).
What is Principal Midcap Fund (G)?
How to invest in Principal Midcap Fund (G)?
You can invest in Principal Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Principal Midcap Fund (G)?
The minimum sip amount for Principal Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Principal Midcap Fund (G) good to invest in?
As per Scripbox experts, Principal Midcap Fund (G) is a Not Reviewed Yet fund. You can investPrincipal Midcap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Principal Midcap Fund (G)?
The expense ratio of the Principal Midcap Fund (G) is 2.46% for regular plan.