PRPrincipal MFIDCW

Principal Resurgent India Equity Fund - Dividend

Multi Cap FundEquity - Multi Cap FundBenchmark: BSE 200
NAV · 29 Oct 2010₹14.00+0.07%
AUM₹120 Crfrom this fund's primary plan
Expense Ratio2.45%
CAGR
Exit Load1% on or befoe 1Y
Min SIP₹500from this fund's primary plan
Launched2000

Investment Objective

To generate long term capital appreciation by investing in equity and equity related securities of Indian Companies that are perceived to be potential growth stories.

Fund Mandate

Debt0%–35%
Equity65%–100%
MMI0%–35%
Others0%–35%
Asset Allocation
Domestic Equity100.4%
Fund Managers
PM
P.V.K Mohan
Fund Manager
Key Information
2.45%
₹500from this fund's primary plan
₹5,000
1% on or befoe 1Y
Nil
Inception30 Jun 2000
AMCPrincipal MF
Top Holdings
1Reliance Industries Ltd.Crude Oil5.36%
2Infosys Ltd.IT5.04%
3ITC Ltd.FMCG3.96%
4Larsen & Toubro Ltd.Infrastructure3.91%
5Oil & Natural Gas Corporation Ltd.Crude Oil3.60%
6CG Power and Industrial Solutions Ltd.Capital Goods3.44%
7State Bank Of IndiaBank3.43%
8ICICI Bank Ltd.Bank3.28%
9Bharat Heavy Electricals Ltd.Capital Goods3.27%
10Tata Consultancy Services Ltd.IT3.01%
Sector Allocation
Bank13.9%
Crude Oil12.4%
IT12.0%
Healthcare8.2%
Finance8.0%
Capital Goods7.6%
Power7.6%
Automobile & Ancillaries6.7%
Infrastructure5.5%
FMCG5.3%
Media & Entertainment3.4%
Telecom2.3%
Realty2.2%
Logistics2.1%
Non - Ferrous Metals1.2%
Textile1.1%
Agri0.8%
Latest News

No recent news found for Principal Resurgent India Equity Fund - Dividend.

Principal MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.07%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.45%
1% on or befoe 1Y
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