Principal Junior Cap Fund - Dividend
Investment Objective
To provide capital appreciation and/ or income in the form of dividend by investing predominantly (at least 65% of net assets) in the equity and equity related instruments of the companies within the market capitalization range of the companies comprising CNX Nifty Junior Index. Of this, at least 51% will be invested in the equity and equity related instruments of the companies that comprise the CNX Nifty Junior Index. Upto 35% of net assets will be invested in the stocks of companies with the market capitalization below Rs. 2000 crore as on the date of investment.
Fund Mandate
Portfolio holdings not disclosed for this fund yet.
TRUSTMF Small Cap Fund - Growth - Direct Plan and 4 more peers in this category.
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Principal MF Latest News
Risk metrics are not available for this fund.
This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):
Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.
Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.
General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.