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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
PRPrincipal MFDirect · Growth

Principal Large Cap Fund - Growth - Direct Plan

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 100 - TRI
NAV · 31 Dec 2021₹14.95+0.94%
AUM₹534 Crfrom this fund's primary plan
Expense Ratio0.50%
CAGR—
Exit LoadNil upto 24% of units and 1% in excess of 24% on or before 365D, Nil after 365D
Min SIP₹500from this fund's primary plan
Launched2020

Investment Objective

To achieve long term capital appreciation by investing in a diversified portfolio predominantly consisting of equity and equity related securities of Large Cap companies including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Fund Mandate

Debt & MMI including units of Debt & Liquid schemes0%–20%
Equity and Equity related instruments of Large Cap Companies80%–100%
Equity and Equity related instruments of Other than Large cap Companies0%–20%
Fund Managers
SK
Sudhir Kedia
Fund Manager
Key Information
0.50%
₹500from this fund's primary plan
₹5,000
Nil upto 24% of units and 1% in excess of 24% on or before 365D, Nil after 365D
Nil
Inception19 Oct 2020
AMCPrincipal MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for Principal Large Cap Fund - Growth - Direct Plan.

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Trailing Returns
PeriodReturns
1 Day+0.94%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.50%
Nil upto 24% of units and 1% in excess of 24% on or before 365D, Nil after 365D
Nil
₹500from this fund's primary plan
₹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