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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 MFRegular · Growth

Principal Large Cap Fund - Regular Plan - Growth

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 100 - TRI
NAV · 31 Dec 2021₹14.59+0.89%
AUM₹534 Cr
Expense Ratio2.40%
CAGR—
Exit LoadNil upto 24% of units and 1% in excess of 24% on or before 365D, Nil after 365D
Min SIP₹500
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%
Asset Allocation
Domestic Equity72.1%
Overseas14.0%
Cash & Equivalents3.0%
Other11.0%
Fund Managers
SK
Sudhir Kedia
Fund Manager
Key Information
2.40%
₹500
₹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
1ICICI Bank Ltd.Banks6.71%
2Infosys Ltd.Software6.34%
3Reliance Industries Ltd.Petroleum Products5.60%
4HDFC Bank Ltd.Banks5.15%
5TREPS 01-Dec-20213.38%
6State Bank of IndiaBanks3.28%
7Axis Bank Ltd.Banks3.06%
8Tata Consultancy Services Ltd.Software2.58%
9Kotak Mahindra Bank Ltd.Banks2.49%
10Tata Motors DVR Ltd.Auto2.31%
Sector Allocation
Banks20.7%
Software10.7%
Petroleum Products5.6%
Auto4.5%
Telecom - Services3.5%
Other3.4%
Consumer Non Durables1.8%
Insurance1.7%
Construction Project1.7%
Finance1.6%
Ferrous Metals1.5%
Retailing1.5%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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

Principal MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.89%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.40%
Nil upto 24% of units and 1% in excess of 24% on or before 365D, Nil after 365D
Nil
₹500
₹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