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  • Principal Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

Formerly Principal Nifty 100 Equal Weight DP

Principal Mutual Fund

Principal Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

EquityLarge Cap

66.4739

NAV (Oct 21)

13.5%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

Large 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

22 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

30 Cr. Negligible within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been 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

66.4739

NAV (Oct 21)

Fund Returns

Last 1Y
64.4%
Last 3Y
19.4%
Last 5Y
13.5%
Last 10Y
12.6%
Since Inception
11.6%
6 Month CAGR
26.4%
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Scheme Information

Investment Objective

To invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
0.96
Launched (22y ago)
Jul 27, 1999
AUM in Crores
29.269
ISIN
INF173K01AH0
Lock-in
No Lock-in
Benchmark
NIFTY 100 Equal Weighted Index TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Rajat Jain

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)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Principal Asset Management Private Limited

Principal Asset Management Private Limited manages assets worth 9,397 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
    top-ranked-badge

    25.2%

    16.4%

    top-ranked-badge

    24.7%

    25.3%

    top-ranked-badge

    4.6%

    6.5%

    top-ranked-badge

    20.7%

    13.6%

    top-ranked-badge

    20.6%

    16.6%

    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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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

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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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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Principal Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

    About Principal Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

    Principal Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 11.6% over a period of 22 years. The fund was previously known as Principal Nifty 100 Equal Weight DP . The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is Rajat Jain

    Principal Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-A) Investment Objective

    To invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain results commensurate with the Nifty 100 Equal Weight Index. . However, there is no assurance that the objective of the scheme will be realized.

    Principal Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Principal Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-A) fund was launched on Jul 27, 1999. The NAV (Net Asset Value) of this Large Cap Equity fund as of 2021-10-21 is ₹66.47. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹29.269. The category risk of the Principal Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 0.96 % as expense ratio.

    Principal Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.6% in this asset class. The top three holdings of the fund are , hindustan petroleum corp ltd , power grid corp of india ltd , coal india ltd , ntpc ltd , sun pharmaceuticals industries ltd , indian oil corp ltd , bank of baroda , jindal steel & power ltd , marico ltd , hdfc bank ltd , ambuja cements ltd , info edge (india) ltd , sbi cards and payment services ltd ordinary shares , icici bank ltd , adani enterprises ltd , bajaj holdings and investment ltd , larsen & toubro infotech ltd , infosys ltd , axis bank ltd , acc ltd , indusind bank ltd , gland pharma ltd , ultratech cement ltd , avenue supermarts ltd , torrent pharmaceuticals ltd , bharti airtel ltd , wipro ltd , housing development finance corp ltd , interglobe aviation ltd , divi's laboratories ltd , eicher motors ltd , punjab national bank , britannia industries ltd , dabur india ltd , muthoot finance ltd , hero motocorp ltd , yes bank ltd , berger paints india ltd , upl ltd , larsen & toubro ltd , apollo hospitals enterprise ltd , bajaj finance ltd , indus towers ltd ordinary shares , bosch ltd , bajaj auto ltd , bajaj finserv ltd , tata consultancy services ltd , kotak mahindra bank ltd , adani ports & special economic zone ltd , shree cement ltd , icici prudential life insurance company limited , adani transmission ltd , hcl technologies ltd , havells india ltd , itc ltd , bandhan bank ltd , nestle india ltd , cholamandalam investment and finance co ltd , pidilite industries ltd , jubilant foodworks ltd , godrej consumer products ltd , dlf ltd , mahindra & mahindra ltd , vedanta ltd , cadila healthcare ltd , sbi life insurance company limited , maruti suzuki india ltd , colgate-palmolive (india) ltd , hindustan unilever ltd , adani green energy ltd , reliance industries ltd , tata steel ltd , grasim industries ltd , hdfc life insurance company limited , aurobindo pharma ltd , tata motors ltd , pi industries ltd , hindalco industries ltd , biocon ltd , state bank of india , icici lombard general insurance co ltd , siemens ltd , indraprastha gas ltd , lupin ltd , dr reddy's laboratories ltd , cipla ltd , nmdc ltd , bharat petroleum corp ltd , gail (india) ltd , oil & natural gas corp ltd , procter & gamble hygiene and health care ltd , jsw steel ltd , titan co ltd , united spirits ltd , steel authority of india ltd , tata consumer products ltd , piramal enterprises ltd , tech mahindra ltd , asian paints ltd , hdfc asset management company limited , treps 01-oct-2021 , net receivable / payable

    Principal Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-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 Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-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 NIFTY 100 Equal Weighted Index TR INR

    Principal Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-A) Review

    Principal Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Principal Nifty 100 Equal Weight Fund of Income Distribution cum Cap Wdrl (PIDCW-A) has a score of 1 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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