PRPrincipal MFGrowth

Principal Junior Cap Fund - Growth

Mid Cap FundEquity - Mid Cap FundBenchmark: NIFTY NEXT 50
NAV · 14 Aug 2009₹16.79+0.06%
AUM₹57 Cr
Expense Ratio2.50%
CAGR
Exit Load
Min SIP
Launched

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

Debt0%–30%
Equity70%–100%
MMI0%–30%
Others0%–30%
Asset Allocation
Other100.0%
Fund Managers
RJ
Rajat Jain
Fund Manager
Key Information
2.50%
₹5,000
Nil
Inception
AMCPrincipal MF
Top Holdings
1Oracle Financial Services Software LtdSoftware6.62%
2Cash and Other Assets6.14%
3Infrastructure Development Finance Corporation LtdFinance5.81%
4Corporation BankBanks5.68%
5Orient Paper & Industries LtdCement5.51%
6Allahabad BankBanks5.34%
7Hindustan Petroleum Corporation LtdPetroleum Products4.21%
8Sesa Goa LtdMinerals/Mining4.15%
9Ultra Tech Cemco LtdCement4.13%
10Lupin LtdPharmaceuticals4.10%
Sector Allocation
Banks17.0%
Cement11.7%
Software9.0%
Consumer Non Durables6.7%
Other6.1%
Finance5.8%
Petroleum Products4.2%
Minerals/Mining4.2%
Pharmaceuticals4.1%
Ferrous Metals3.9%
Industrial Capital Goods3.6%
Construction3.1%
Retailing2.1%
Latest News

No recent news found for Principal Junior Cap Fund - Growth.

Principal MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.06%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.50%
Nil
₹5,000
Capital Gains Tax, general rules

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.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme