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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹534 Cr
Lock In Period
N/A
Expense Ratio
2.37
Benchmark
Nifty 100 Total Return
Exit Load
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).
Summary
Latest details for Principal Large Cap Fund Growth include a ₹14.5886 NAV as of Dec 31,2021 and returns since inception of --%. Minimum investments start at SIP ₹500. The Principal Large Cap Fund Growth AUM is ₹534 Cr, with a lock-in of N/A years, expense ratio of 2.37%, and benchmark Nifty 100 Total Return. Exit load is - 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).. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2021-11-30
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About Fund
Principal Large Cap Fund Growth managed by Principal Mutual Fund,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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundPrincipal Large Cap Fund Growth | 0 | 533.66 CR | 2.37 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 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 |
FAQs
Principal Large 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 Large Cap Fund Growth is 2.37. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Principal Large Cap Fund Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Principal Large 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 Large Cap Fund Growth is ₹534 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Principal Large 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