PRPrincipal MFIDCW

Principal Pnb Long Term Equity Fund 3 Year Plan Series II - Dividend Option

Mid Cap FundEquity - Mid Cap FundBenchmark: Nifty Midcap 100
NAV · 28 Sep 2010₹12.71-0.24%
AUM₹225 Crfrom this fund's primary plan
Expense Ratio2.16%
CAGR
Exit LoadNil
Min SIP
Launched2007

Investment Objective

The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity and equity related instruments.

Fund Mandate

Debt0%–35%
Equity65%–100%
MMI0%–35%
Others0%–35%
Fund Managers
PM
P.V.K Mohan
Fund Manager
Key Information
2.16%
₹5,000
Nil
Nil
Inception28 Sep 2007
AMCPrincipal MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for Principal Pnb Long Term Equity Fund 3 Year Plan Series II - Dividend Option.

Principal MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.24%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.16%
Nil
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