Principal Midcap Fund Growth Return

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  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Principal Midcap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹450 Cr

Lock In Period

N/A

Expense Ratio

2.48

Exit Load

For units in excess of 24% of the investment, 1% will be charged for redemption within 365 days.

Benchmark

Nifty Midcap 100 Total Return

Principal Midcap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.83-1.036.37
6M14.741.2526.07
1Y45.153.3547.78
3Y0.0010.17142.86

Portfolio Analysis

  • Equity: 98.75%
  • Debt: 1.25%
  • Others
As on: 2021-11-30
View allocation % by

1. The Federal Bank Ltd.3.54%
2. ICICI Bank Ltd.2.12%
3. State Bank of India2.02%
4. Bank of Baroda2.01%
5. Cholamandalam Investment & Finance Co. Ltd.1.89%
6. Shriram Transport Finance Company Ltd.1.88%
7. Canara Bank1.77%
8. Max Financial Services Ltd.1.57%
9. Indian Bank1.56%
10. Can Fin Homes Ltd.1.41%
11. UTI Asset Management Co Ltd1.04%

1. Ashok Leyland Ltd.3.20%
2. Subros Ltd.1.79%
3. Sona Blw Precision Forgings Ltd.1.29%
4. Minda Industries Ltd.1.24%
5. Tata Motors Ltd.0.95%
6. Bharat Forge Ltd.0.93%
7. CEAT Ltd.0.85%
8. Force Motors Ltd.0.77%
9. TVS Motor Company Ltd.0.47%
10. MRF Ltd.0.31%

1. Crompton Greaves Consumer Electricals Ltd.2.31%
2. Solar Industries India Ltd.2.15%
3. BEML Ltd.2.14%
4. Schaeffler India Ltd.1.40%
5. ABB India Ltd.1.12%

1. Polycab India Ltd.4.66%
2. KEI Industries Ltd.1.36%

1. MindTree Ltd.2.04%
2. Persistent Systems Ltd.1.90%
3. Coforge Ltd.1.88%

1. IPCA Laboratories Ltd.1.76%
2. Indoco Remedies Ltd.1.33%
3. Laurus Labs Ltd.0.93%
4. Ajanta Pharma Ltd.0.84%

1. Aarti Industries Ltd.1.13%
2. Navin Fluorine International Ltd.1.12%
3. Atul Ltd.0.98%

1. SRF Ltd.1.40%
2. Bata India Ltd.0.95%
3. Relaxo Footwears Ltd.0.75%

1. Zee Entertainment Enterprises Ltd.2.26%
2. PVR Ltd.0.83%

1. Zydus Wellness Ltd.1.36%
2. Kansai Nerolac Paints Ltd.0.92%
3. Emami Ltd.0.80%

1. The Phoenix Mills Ltd.1.56%
2. Brigade Enterprises Ltd.1.29%

1. Fortis Healthcare Ltd.1.56%
2. Metropolis Healthcare Ltd.1.04%

1. Tata Steel Ltd.1.66%
2. AIA Engineering Ltd.0.79%

1. Gujarat State Petronet Ltd.1.73%

1. Trent Ltd.1.67%

1. Astral Limited1.62%

1. Tata Power Company Ltd.1.53%

1. Voltas Ltd.1.46%

1. PI Industries Ltd.1.34%

1. Honeywell Automation India Ltd.1.26%

1. Westlife Development Ltd.1.19%

1. Amber Enterprises India Ltd.1.12%

1. Bharti Airtel Ltd.1.01%
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About Fund Principal Midcap Fund Growth

Principal Midcap Fund Growth managed by ,is a Mid-capscheme with Assets Under Management of ₹450 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 2.48. Under the expert guidance of Ravi Gopalakrishnan ,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

Ravi Gopalakrishnan

Mr. Ravi holds MBA (Finance), MS (Finance). He has over 20 years experience. Executive Director & CIO - Equities with Pramerica Asset Managers Private Limited (September 2009 to August 2012). Portfolio Advisor with Hudson Fairfax Group, USA (March 2006 to January 2009). Head - Portfolio Management Services with Principal PNB Asset Management Company Private Limited (May 2005 to March 2006). Fund Manager - Equities with Sun F & C asset management Ltd. (April 2000 to May 2004).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
TRUSTMF Mid Cap Fund Growth0429 CR3.64
Principal Midcap Fund Growth0450 CR2.48
Invesco India Midcap Fund Growth314,721 CR1.87
HSBC Midcap Fund Growth415,578 CR2.29
Fund Name1Y3Y
This FundTRUSTMF Mid Cap Fund Growth00
This FundPrincipal Midcap Fund Growth45.14990
This FundInvesco India Midcap Fund Growth8.705893.8971
This FundHSBC Midcap Fund Growth20.141996.1127

Principal Midcap Fund Growth FAQs

Principal Midcap 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 Midcap Fund Growth is 2.48. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Principal Midcap Fund Growth’s fund performance is as follows:
  • 1 Month : 1.83%
  • 6 Months : 14.74%
  • 1 Year : 45.15%
  • 3 Years : 0.00%
Returns of Principal Midcap Fund Growth are updated daily based on NAV of ₹ 17.9115 as on Dec 31,2021. Since inception, the return has been 0.00%.

You can invest in Principal Midcap 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 Midcap Fund Growth is ₹450 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Principal Midcap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.