Overview (as on 30 Jul 2021)

NAV

₹16.79

1y returns

74.896%

Fund AUM

₹399 Cr

Expense Ratio

0.66%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
23.80%
Consumer
18.18%
Industrials
15.17%
Basic Materials
14.25%
Health
9.53%
Tech
6.17%
Communication
3.79%
Utilities
3.59%
Real Estate
2.43%
Defensive
2.14%
Energy
0.94%
Size Breakup
Mid Cap
63.16%
Large Cap
25.95%
Small Cap
10.88%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
To generate long term capital appreciation by predominantly investing in equity and equity related instruments of midcap companies. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Scheme Name
Principal Midcap Fund Direct Growth
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
30 December, 2019
Fund Manager
Ravi Gopalakrishnan
Fund House Details
Fund House
Principal Asset Management Private Limited
Email
customer@principalindia.com
Phone
+912267720512
Address
Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East)

Other Related Plans

Peer Funds

Principal Midcap Fund Direct Growth

NAV

₹16.79

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Ravi Gopalakrishnan
Ravi Gopalakrishnan

leader

Work Experience
"null"
Sudhir Kedia
Sudhir Kedia

manager

Work Experience
"null"

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