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  • Principal Small Cap Fund (Growth)
Principal Mutual Fund

Principal Small Cap Fund (Growth)

EquitySmall Cap

24.08

NAV (Dec 02)

41%
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

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

Relative Size

491 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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    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

24.08

NAV (Dec 2)

Fund Returns

Last 1Y

79.7%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

41%

6 Month CAGR

28.6%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.46

Launched (2y ago)

May 13, 2019

AUM in Crores

490.887

ISIN

INF173K01OG3

Lock-in

No Lock-in

Benchmark

IISL NIFTY Smallcap 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Ravi Gopalakrishnan

Fund Manager

user-avatar

Siddarth Mohta

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)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Principal Asset Management Private Limited

Principal Asset Management Private Limited manages assets worth 9,520 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

    21.9%

    24.9%

    21.6%

    16.2%

    21.9%

    24.9%

    16.7%

    15.3%

    21.9%

    24.9%

    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)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    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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    About Principal Small Cap Fund (G)

    About Principal Small Cap Fund (G)

    Principal Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 41% over a period of 2 years. . The fund is managed by Principal Asset Management Private Limited. The fund managers are Ravi Gopalakrishnan, Siddarth Mohta

    Principal Small Cap Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Principal Small Cap Fund (G) NAV,AUM,Risk

    The Principal Small Cap Fund (G) fund was launched on May 13, 2019. The NAV (Net Asset Value) of this Small Cap Equity fund as of 2021-12-02 is ₹24.08. The total AUM (Asset Under Management) of the fund as of 03/12/2021 is ₹490.887. The category risk of the Principal Small Cap Fund (G) fund is Very High Risk. The fund charges 2.46 % as expense ratio.

    Principal Small Cap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 95.8% in this asset class. The top three holdings of the fund are , treps 01-nov-2021 , persistent systems ltd , indian energy exchange ltd , transport corp of india ltd , canara bank , dixon technologies (india) ltd , kei industries ltd , mold-tek packaging ltd , can fin homes ltd , multi commodity exchange of india ltd , brigade enterprises ltd , birla corp ltd , k.p.r. mill ltd , tata elxsi ltd , cyient ltd , tci express ltd , birlasoft ltd , laurus labs ltd , beml ltd , sona blw precision forgings ltd , mastek ltd , solar industries india ltd , kpit technologies ltd , pvr ltd , galaxy surfactants ltd , neogen chemicals ltd , force motors ltd , westlife development ltd , vip industries ltd , tata steel bsl ltd , amber enterprises india ltd ordinary shares , timken india ltd , subros ltd , orient electric ltd ordinary shares , blue star ltd , jk cement ltd , ceat ltd , jk lakshmi cement ltd , state bank of india , pnc infratech ltd , computer age management services ltd ordinary shares , cera sanitaryware ltd , syngene international ltd , cosmo films ltd , bajaj finance ltd , vardhman textiles ltd , tata motors ltd , divi's laboratories ltd , knr constructions ltd , ncc ltd , bank of baroda , niit ltd , indian bank , icici bank ltd , craftsman automation ltd , navin fluorine international ltd , astral ltd , rossari biotech ltd ordinary shares , minda industries ltd , sbi life insurance company limited , kaveri seed co ltd , info edge (india) ltd , pi industries ltd , hdfc bank ltd , net receivable / payable , ipca laboratories ltd , rallis india ltd

    Principal Small Cap Fund (G) 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 Small Cap Fund (G) 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 IISL NIFTY Smallcap 100 TR INR

    Principal Small Cap Fund (G) Review

    Principal Small Cap Fund (G) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Principal Small Cap Fund (G) has a score of 3 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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