• Mutual Funds
  • Principal Mutual Fund
  • Principal Midcap Fund of Income Distribution cum capital withdrawal (RIDCW-A)

Formerly Principal Midcap Reg DR

Principal Mutual Fund

Principal Midcap Fund of Income Distribution cum capital withdrawal (RIDCW-A)

EquityMid Cap

17.69

NAV (Dec 01)

34.2%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in mid cap.

Click here to see our recommendations.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

458 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

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    Historical growth rate of 12% per annum
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    No Lock-in
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Historical NAV

17.69

NAV (Dec 1)

Fund Returns

Last 1Y

52.2%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

34.2%

6 Month CAGR

18.5%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.44

Launched (2y ago)

Dec 30, 2019

AUM in Crores

457.978

ISIN

INF173K01OQ2

Lock-in

No Lock-in

Benchmark

IISL NIFTY Midcap 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Ravi Gopalakrishnan

Fund Manager

user-avatar

Sudhir Kedia

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Principal Asset Management Private Limited

Principal Asset Management Private Limited manages assets worth 9,520 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 30 equity,31 debt and 16 hybrid funds.

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  • tel-amc-about
    022-67720555
  • mail-amc-about
    customer@principalindia.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    21.1%

    24.7%

    20.8%

    16%

    15.9%

    15.1%

    21.1%

    24.7%

    21.1%

    24.7%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Diversified

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    Invesco India Growth Opportunities Fund (Growth)

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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Principal Midcap Fund of Income Distribution cum capital withdrawal (RIDCW-A)

    About Principal Midcap Fund of Income Distribution cum capital withdrawal (RIDCW-A)

    Principal Midcap Fund of Income Distribution cum capital withdrawal (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 34.2% over a period of 1 years. The fund was previously known as Principal Midcap Reg DR . The fund is managed by Principal Asset Management Private Limited. The fund managers are Ravi Gopalakrishnan, Sudhir Kedia

    Principal Midcap Fund of Income Distribution cum capital withdrawal (RIDCW-A) 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 of Income Distribution cum capital withdrawal (RIDCW-A) NAV,AUM,Risk

    The Principal Midcap Fund of Income Distribution cum capital withdrawal (RIDCW-A) fund was launched on Dec 30, 2019. The NAV (Net Asset Value) of this Mid Cap Equity fund as of 2021-12-01 is ₹17.69. The total AUM (Asset Under Management) of the fund as of 01/12/2021 is ₹457.978. The category risk of the Principal Midcap Fund of Income Distribution cum capital withdrawal (RIDCW-A) fund is Very High Risk. The fund charges 2.44 % as expense ratio.

    Principal Midcap Fund of Income Distribution cum capital withdrawal (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.4% in this asset class. The top three holdings of the fund are , polycab india ltd , the federal bank ltd , ashok leyland ltd , crompton greaves consumer electricals ltd , icici bank ltd , state bank of india , shriram transport finance co ltd , bank of baroda , mindtree ltd , zee entertainment enterprises ltd , solar industries india ltd , cholamandalam investment and finance co ltd , tata steel ltd , canara bank , ipca laboratories ltd , persistent systems ltd , indian bank , beml ltd , subros ltd , coforge ltd , treps 01-nov-2021 , pi industries ltd , gujarat state petronet ltd , astral ltd , trent ltd , voltas ltd , indoco remedies ltd , phoenix mills ltd , max financial services ltd , tata power co ltd , srf ltd , can fin homes ltd , icra ltd , honeywell automation india ltd , fortis healthcare ltd , schaeffler india ltd , amber enterprises india ltd ordinary shares , brigade enterprises ltd , westlife development ltd , abb india ltd , aarti industries ltd , sona blw precision forgings ltd , crisil ltd , atul ltd , kei industries ltd , net receivable / payable , minda industries ltd , bharat forge ltd , pvr ltd , zydus wellness ltd , bata india ltd , tata motors ltd , navin fluorine international ltd , uti asset management co ltd , ramco cements ltd , vip industries ltd , laurus labs ltd , metropolis healthcare ltd , ceat ltd , ajanta pharma ltd , kansai nerolac paints ltd , mrf ltd , relaxo footwears ltd , emami ltd , aia engineering ltd , bharti airtel ltd , bharti airtel ltd. , syngene international ltd , multi commodity exchange of india ltd , fsn e-commerce ventures ltd

    Principal Midcap Fund of Income Distribution cum capital withdrawal (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Principal Midcap Fund of Income Distribution cum capital withdrawal (RIDCW-A) 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

    Principal Midcap Fund of Income Distribution cum capital withdrawal (RIDCW-A) Review

    Principal Midcap Fund of Income Distribution cum capital withdrawal (RIDCW-A) has a score of 2 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 of Income Distribution cum capital withdrawal (RIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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