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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 1.10% returns, against a category average of 1.67% and a category best of 20.30%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.101.6720.30
6M10.600.8364.49
1Y25.664.75137.57
3Y0.0014.37202.94

Portfolio Analysis

  • Equity: 83.03%
  • Debt: 16.97%
  • Others
As on: 2021-11-30
View allocation % by

1. ICICI Bank Ltd.6.71%
2. HDFC Bank Ltd.5.15%
3. State Bank of India3.28%
4. Axis Bank Ltd.3.06%
5. Kotak Mahindra Bank Ltd.2.49%
6. Housing Development Finance Corporation Ltd.2.45%
7. Bajaj Finance Ltd.1.55%
8. Bajaj Finserv Ltd.1.40%
9. SBI Life Insurance Company Ltd.1.24%
10. Cholamandalam Investment & Finance Co. Ltd.1.16%
11. SBI Cards & Payment Services Ltd.1.12%
12. IndusInd Bank Ltd.0.81%

1. Infosys Ltd.6.34%
2. Tata Consultancy Services Ltd.2.58%
3. Wipro Ltd.1.81%
4. Larsen & Toubro Infotech Ltd.0.95%
5. HCL Technologies Ltd.0.85%
6. Tech Mahindra Ltd.0.76%

1. Tata Motors DVR Ltd.2.31%
2. Maruti Suzuki India Ltd.2.20%
3. Bosch Ltd.1.38%
4. Tata Motors Ltd.1.30%
5. Motherson Sumi Systems Ltd.1.16%

1. Reliance Industries Ltd.5.60%
2. Bharat Petroleum Corporation Ltd.1.10%

1. Sun Pharmaceutical Industries Ltd.1.41%
2. Dr. Reddy's Laboratories Ltd.1.25%
3. Cipla Ltd.0.55%
4. Divi's Laboratories Ltd.0.51%
5. Aurobindo Pharma Ltd.0.40%

1. Hindustan Unilever Ltd.1.81%
2. Godrej Consumer Products Ltd.1.30%
3. Tata Consumer Products Ltd.0.51%

1. Bharti Airtel Ltd.3.47%

1. Tata Steel Ltd.1.55%
2. Hindalco Industries Ltd.0.34%

1. Zomato Ltd.1.50%
2. FSN E-COMMERCE VENTURES Ltd.0.24%

1. ICICI Lombard General Insurance Company Ltd.1.71%

1. Larsen & Toubro Ltd.1.68%

1. Britannia Industries Ltd.0.84%
2. Jubilant Foodworks Ltd.0.75%

1. ITC Ltd.1.13%

1. UPL Ltd.1.09%

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.

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 NameRatingsAUMExpense Ratio
This FundPrincipal Large Cap Fund Growth0533.66 CR2.37
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundPrincipal Large Cap Fund Growth25.65550
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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 : 1.10%
  • 6 Months : 10.60%
  • 1 Year : 25.66%
  • 3 Years : 0.00%
Returns of Principal Large Cap Fund Growth are updated daily based on NAV of ₹ 14.5886 as on Dec 31,2021. Since inception, the return has been 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.
Min Inv Amount: ₹500