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Principal Small Cap Fund (Growth)

Returns (1yr)
-3.62 %
Latest NAV
9.96

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  • Tenure
  • Returns %
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Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 2nd of July, 06:41 PM

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.

Fund Managers

  • profile-pic
    Ravi Gopalakrishnan
    profile-pic
    Siddarth Mohta
  • expense-ratio
    Expense Ratio
    2.4
    benchmark
    Benchmark
    IISL NIFTY Smallcap 100 PR INR
  • Aum image
    AUM
    ₹ 151.0 Crores
    ISIN
    ISIN
    INF173K01OG3
  • Category Risk:

    Moderately High risk

Holding Information

as on 2nd of July, 06:41 PM

Top Holding

Treps 01 Jun 2020
9%
Navin Fluorine International Ltd
4%
Neogen Chemicals Ltd
3%
Escorts Ltd
3%
Alkyl Amines Chemicals Ltd
3%

Top Sectors

Basic Materials
32%
Industrials
20%
Consumer Cyclical
14%
Financial Services
9%
Technology
7%

Allocation

Equity
90%
Others
10%
Debt
0%

Investment Return Calculator

as on 2nd of July, 06:41 PM
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  • Savings Bank
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  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 2nd of July, 06:41 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Principal Small Cap Fund Regular Growth is a Small Cap Equity fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by Principal Asset Management Private Limited. The fund managers names are Ravi Gopalakrishnan, Siddarth Mohta. 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. The fund charges 2.40000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.