CLOSED
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 Midcap Fund - Regular Plan - Growth

Mid Cap FundEquity - Mid Cap FundBenchmark: Nifty Midcap 150 - TRI
NAV · 31 Dec 2021₹17.91+1.14%
AUM₹450 Cr
Expense Ratio2.46%
CAGR—
Exit LoadNil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
Min SIP₹500
Launched2019

Investment Objective

To generate long term capital appreciation by predominantly investing in equity and equity related instruments of midcap companies.

Fund Mandate

Debt & MMI including units of Debt & Liquid schemes0%–35%
Equity and Equity related instruments of Midcap companies65%–100%
Equity and Equity related instruments of companies other than Midcap companies0%–35%
Asset Allocation
Domestic Equity97.7%
Cash & Equivalents1.3%
Other1.0%
Fund Managers
RG
Ravi Gopalakrishnan
Fund Manager
Key Information
2.46%
₹500
₹5,000
Nil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
Nil
Inception30 Dec 2019
AMCPrincipal MF
Top Holdings
1Polycab India Ltd.Industrial Products4.66%
2The Federal Bank Ltd.Banks3.54%
3Ashok Leyland Ltd.Auto3.20%
4Crompton Greaves Consumer Electricals Ltd.Consumer Durables2.31%
5Zee Entertainment Enterprises Ltd.Entertainment2.26%
6Solar Industries India Ltd.Chemicals2.15%
7BEML Ltd.Industrial Capital Goods2.14%
8ICICI Bank Ltd.Banks2.12%
9MindTree Ltd.Software2.04%
10State Bank of IndiaBanks2.02%
Sector Allocation
Banks11.5%
Software5.8%
Industrial Products4.7%
Finance3.8%
Auto3.2%
Consumer Durables2.3%
Entertainment2.3%
Chemicals2.2%
Industrial Capital Goods2.1%
Auto Ancillaries1.8%
Pharmaceuticals1.8%
Gas1.7%
Other1.7%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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

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Trailing Returns
PeriodReturns
1 Day+1.14%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.46%
Nil upto 24% of units and 1% for remaining units 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