Principal Large Cap Fund Growth Return
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Showing Funds Performance since Sep 07, 2020
Principal Large Cap Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹534 Cr
Lock In Period
N/A
Expense Ratio
2.37
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).
Benchmark
Nifty 100 Total Return
Summary
Principal Large Cap Fund Growth NAV is ₹14.5886 as of 2 Jun, 2026. Principal Large Cap Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Principal Large Cap Fund Growth is ₹500. The AUM of Principal Large Cap Fund Growth is ₹534 Cr. The expense ratio of the fund is 2.37%, and its benchmark is Nifty 100 Total Return. The current exit load of the fund 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 last 1M months, Principal Large Cap Fund Growth has delivered 1.10% returns.
Principal Large Cap Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.10 | -0.39 | 7.83 |
| 6M | 10.60 | 1.12 | 64.49 |
| 1Y | 25.66 | 4.15 | 137.57 |
| 3Y | 0.00 | 13.60 | 202.94 |
Portfolio Analysis
- Equity: 83.03%
- Debt: 16.97%
- Others
As on: 2021-11-30
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About Fund Principal Large Cap Fund Growth
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.
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 | 533.66 CR | 2.37 |
| Sundaram 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 |
Principal Large Cap Fund Growth 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 : 1.10%
- 6 Months : 10.60%
- 1 Year : 25.66%
- 3 Years : 0.00%
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.
