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  • Principal Mutual Fund
  • Principal Midcap Fund (Growth)
Principal Mutual Fund

Principal Midcap Fund (Growth)

EquityMid Cap

17.9115

NAV (Dec 31)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

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.

Expense Ratio
2.46
Launched (5y 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

Sudhir Kedia

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Principal Midcap Fund (Growth)70%25,36,680 18,04,06845.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2021-12-31

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 22,620 cr

₹ 19,454 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

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.amc-img
phone-img022-67720555
Fund NameScripbox Opinion
Till Date CAGR

21.9%

24.8%

3%

5.5%

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 4 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 6/16/2024 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)?

Principal Midcap Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.