Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹58 Cr
Lock In Period
N/A
Expense Ratio
2.5
Benchmark
Nifty Next 50
Exit Load
For investment amount less than or equal to Rs. 5 crores - If redeemed on or before 3 years from the date of allotment - 1%.For investment amount greater than Rs. 5 crores - If redeemed on or before 10 days from date of allotment - 0.25%.
Summary
Latest details for Principal Junior Cap Fund Growth include a ₹ NAV as of Apr 02,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Principal Junior Cap Fund Growth AUM is ₹58 Cr, with a lock-in of N/A years, expense ratio of 2.5%, and benchmark Nifty Next 50. Exit load is - For investment amount less than or equal to Rs. 5 crores - If redeemed on or before 3 years from the date of allotment - 1%.For investment amount greater than Rs. 5 crores - If redeemed on or before 10 days from date of allotment - 0.25%.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -2.24% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -2.24 | 7.74 |
| 6M | 0.00 | 0.63 | 64.49 |
| 1Y | 0.00 | 4.40 | 137.57 |
| 3Y | 0.00 | 12.78 | 202.94 |
Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
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About Fund
Principal Junior Cap Fund Growth managed by Principal Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹58 Crore. The fund benchmarks its performance against the Nifty Next 50 while maintaining an expense ratio of 2.5. Under the expert guidance of Rajat Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHelios Mid Cap Fund Growth | 0 | 1227.83 CR | 2.12 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHelios Mid Cap Fund Growth | 5.0339 | 0 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
Principal Junior Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Principal Junior Cap Fund Growth is 2.5. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Principal Junior Cap Fund Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Principal Junior Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Principal Junior Cap Fund Growth is ₹58 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Principal Junior Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500