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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 · IDCW

Principal Small Cap Fund - Regular Plan - IDCW

Small cap FundEquity - Small cap FundBenchmark: Nifty Smallcap 250 - TRI
NAV · 31 Dec 2021₹24.73+0.68%
AUM₹513 Crfrom this fund's primary plan
Expense Ratio2.48%
CAGR—
Exit LoadNil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
Min SIP₹500from this fund's primary plan
Launched2019

Investment Objective

To generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Fund Mandate

Debt & MMI including units of Debt & Liquid schemes0%–35%
Equity and Equity related instruments of small cap companies65%–100%
Equity and equity related instruments of companies other instruments of companies other than small cap companies0%–35%
Fund Managers
RG
Ravi Gopalakrishnan
Fund Manager
Key Information
2.48%
₹500from this fund's primary plan
₹5,000
Nil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
Nil
Inception13 May 2019
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 Small Cap Fund - Regular Plan - IDCW.

Principal MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.68%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.48%
Nil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
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