Want the equity funds that are right for your long term equity investment needs?
NAV (Dec 31)
6 Month CAGR
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.
Launched (3y ago)
May 13, 2019
AUM in Crores
IISL Nifty Smallcap 250 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
|Fund Name||Fund Size||Outperformance Consistency|
₹ 15,580 cr
₹ 10,427 cr
₹ 4,865 cr
₹ 15,580 cr
₹ 10,427 cr
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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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 null.
Nav of Principal Small Cap Fund (G) as of 12/31/2021 is ₹24.73 with the total AUM as of 12/3/2022 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 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).
What is Principal Small Cap Fund (G)?
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 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.