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

Principal Small Cap Fund (Growth)

EquitySmall Cap

24.726

NAV (Dec 31)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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 (5y 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
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

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Principal Small Cap Fund (Growth)70%63,88,801 56,56,18973.1%
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
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 21,475 cr

₹ 17,313 cr

₹ 14,075 cr

₹ 53,505 cr

₹ 41,281 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 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 4 years. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is null.

Nav of Principal Small Cap Fund (G) as of 12/31/2021 is ₹24.73 with the total AUM as of 4/12/2024 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 ₹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 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 0 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 instruments 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 ₹0. 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 Not Reviewed Yet 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.