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  • Principal Mutual Fund
  • Principal Small Cap Fund (Growth)
Principal Mutual Fund

Principal Small Cap Fund (Growth)

EquitySmall Cap

24.726

NAV (Dec 31)

39.8%
Till Date CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in small cap mutual funds.

However, Scripbox does not recommend investing in small cap mutual funds.

These funds invest in the smallest companies listed on the exchanges.

Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

513 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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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

24.726

NAV (Dec 31)

Fund Returns

Last 1Y

73.1%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

39.8%

6 Month CAGR

25.1%

Scheme Information

Investment Objective

To generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Expense Ratio

2.48

Launched (3y ago)

May 13, 2019

AUM in Crores

512.884

ISIN

INF173K01OG3

Lock-in

No Lock-in

Benchmark

IISL Nifty Smallcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Ravi Gopalakrishnan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

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

  • 022-67720555
  • customer@principalindia.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    21.9%

    24.8%

    22%

    24.8%

    22%

    24.8%

    16.8%

    19%

    -

    37%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Principal Small Cap Fund (G) Review

    Principal Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 39.8% over a period of 3 years. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is Ravi Gopalakrishnan.

    Nav of Principal Small Cap Fund (G) as of 12/31/2021 is ₹24.73 with the total AUM as of 6/28/2022 is ₹512.884. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Small Cap Fund (G) was launched on May 13, 2019. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Principal Small Cap Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    Principal Small Cap 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 Smallcap 250 TR INR.

    Principal Small Cap Fund (G) is rated as a 2 fund in Equity and delivered 73.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Principal Small Cap Fund (G).

    Frequently Asked Questions

    What is Principal Small Cap Fund (G)?

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

    How to invest in Principal Small Cap Fund (G)?

    You can invest in Principal Small Cap 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 Small Cap Fund (G)?

    The minimum sip amount for Principal Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Principal Small Cap Fund (G) good to invest in?

    As per Scripbox experts, Principal Small Cap Fund (G) is a Neutral fund. You can investPrincipal Small Cap 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 Small Cap Fund (G)?

    The expense ratio of the Principal Small Cap Fund (G) is 2.48% for regular plan.