Principal Large Cap Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Principal Large Cap Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹534 Cr
N/A
2.37
If redeemed/ switched on or before 365 days from the date of allotment:• Nil for redemption/ switch out of units upto 24% of the units allotted (the limit).• 1% on redemption in excess of 24% of the limit stated above- Redemption of units would be done on First in First out Basis (FIFO).
Nifty 100 Total Return
Principal Large Cap Fund Growth Calculate Returns
You would have got
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.10 | -1.90 | 8.60 |
| 6M | 10.60 | 0.59 | 64.49 |
| 1Y | 25.66 | 2.40 | 137.57 |
| 3Y | 0.00 | 11.99 | 202.94 |
Portfolio Analysis
- Equity: 83.03%
- Debt: 16.97%
- Others
About Fund Principal Large Cap Fund Growth
Principal Large Cap Fund Growth managed by ,is a Equity - Diversifiedscheme with Assets Under Management of ₹534 Crore. The fund benchmarks its performance against the Nifty 100 Total Return while maintaining an expense ratio of 2.37. Under the expert guidance of Sudhir Kedia ,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.
Fund Managers
Sudhir Kedia
Mr. Sudhir is a CA, CMA, MBA (PGPEBiz). He has professional experience of more than 12 years and his primary responsibility includes Fund Management & Investment Analysis. He was previously associated with ASK Investments.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Principal Large Cap Fund Growth | 0 | 533 CR | 2.37 |
| Sundaram Emerging Small Cap - Series III Growth | 0 | 299 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundPrincipal Large Cap Fund Growth | 25.6555 | 0 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
Principal Large Cap Fund Growth FAQs
- 1 Month : 1.10%
- 6 Months : 10.60%
- 1 Year : 25.66%
- 3 Years : 0.00%
