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  • Principal Mutual Fund
  • Principal Midcap Fund Transfer plan (PIDCW-A)

Formerly Principal Midcap Reg DS

Principal Mutual Fund

Principal Midcap Fund Transfer plan (PIDCW-A)

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

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

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
INF173K01OR0
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

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Principal Midcap Fund Transfer plan (PIDCW-A)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)

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 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 Transfer plan (PIDCW-A) Review

Principal Midcap Fund Transfer plan (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 33.8% over a period of 4 years. The fund was previously known as Principal Midcap Reg DS. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is Sudhir Kedia.

Nav of Principal Midcap Fund Transfer plan (PIDCW-A) as of 12/31/2021 is ₹17.91 with the total AUM as of 3/28/2024 is ₹450.483. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Midcap Fund Transfer 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 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 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 plan (PIDCW-A) 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 Transfer plan (PIDCW-A).

Frequently Asked Questions

What is Principal Midcap Fund Transfer plan (PIDCW-A)?

Principal Midcap Fund Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A)?

You can invest in Principal Midcap Fund Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A)?

The minimum sip amount for Principal Midcap Fund Transfer plan (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is Principal Midcap Fund Transfer plan (PIDCW-A) good to invest in?

As per Scripbox experts, Principal Midcap Fund Transfer plan (PIDCW-A) is a Not Reviewed Yet fund. You can investPrincipal Midcap Fund Transfer plan (PIDCW-A) 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 Transfer plan (PIDCW-A)?

The expense ratio of the Principal Midcap Fund Transfer plan (PIDCW-A) is 2.46% for regular plan.