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  • Principal Mutual Fund
  • Principal Midcap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A)

Formerly Principal Midcap Reg DS

Principal Mutual Fund

Principal Midcap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A)

EquityMid Cap

17.9115

NAV (Dec 31)

33.8%
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

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

Relative Size

451 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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    Recommended Duration > 5 years
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    No Lock-in
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Historical 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%

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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.

Expense Ratio

2.46

Launched (3y ago)

Dec 30, 2019

AUM in Crores

450.483

ISIN

INF173K01OR0

Lock-in

No Lock-in

Benchmark

IISL NIFTY Midcap 100 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
user-avatar

Ravi Gopalakrishnan

Fund Manager

user-avatar

Sudhir Kedia

Fund Manager

calculator

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.

comparison

Comparison with Equity Funds

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

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

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.

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

    21.9%

    24.8%

    22%

    24.8%

    22%

    24.8%

    16.8%

    19%

    -

    37%

    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
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    Principal Midcap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) Review

    Principal Midcap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 33.8% over a period of 2 years. The fund was previously known as Principal Midcap Reg DS. The fund is managed by Principal Asset Management Private Limited. The fund managers are Ravi Gopalakrishnan, Sudhir Kedia.

    Nav of Principal Midcap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) as of 31/12/2021 is ₹17.91 with the total AUM as of 25/01/2022 is ₹450.483. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Midcap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) was launched on Dec 30, 2019. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Principal Midcap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) 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 Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) 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 Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) is rated as a 2 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 Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A).

    Frequently Asked Questions

    What is Principal Midcap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A)?

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    Is Principal Midcap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) good to invest in?

    What is the expense ratio of the Principal Midcap Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A)?