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 MFIDCW

Principal Services Industries Fund - Dividend Reinvestment

Service IndustryEquity - Sectoral Fund - Service IndustryBenchmark: Nifty Services Sector
NAV · 10 Aug 2012₹10.86+0.09%
AUM₹68 Crfrom this fund's primary plan
Expense Ratio2.50%
CAGR—
Exit Load1% on or befoe 1Y
Min SIP₹500from this fund's primary plan
Launched2006

Investment Objective

To provide capital appreciation and income distribution to the unit holders by investing predominantly in equity/equity related securities of the companies belonging to the services industries and the balance in debt securities and money market instruments including call money.

Fund Mandate

Debt0%–30%
Equity70%–100%
MMI0%–30%
Others0%–30%
Fund Managers
AT
Anupam Tiwari
Fund Manager
Key Information
2.50%
₹500from this fund's primary plan
₹5,000
1% on or befoe 1Y
Nil
Inception06 Mar 2006
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 Services Industries Fund - Dividend Reinvestment.

Principal MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.09%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.50%
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