- Mutual Funds
- Principal Mutual Fund
- Principal Midcap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.9115
NAV (Dec 31)
Fund Returns
Last 1Y | 45.1% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 33.8% |
6 Month CAGR | 14.7% |
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.
Expense Ratio | 2.46 |
Launched (4y ago) | Dec 30, 2019 |
AUM in Crores | 450.483 |
ISIN | INF173K01OO7 |
Lock-in | No Lock-in |
Benchmark | IISL NIFTY Midcap 100 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Principal Midcap Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,816 cr | ||
₹ 9,101 cr |
About the AMC
Principal Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3% | 5.5% | ||
21.9% | 24.8% | ||
16.8% | 19% | ||
3.3% | 8.7% | ||
3.9% | 7% |
Principal Midcap Fund (G) Review
Principal Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 33.8% over a period of 3 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 12/8/2023 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 ₹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. 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).
Frequently Asked Questions
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 ₹0. 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.