Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹513 Cr
Lock In Period
N/A
Expense Ratio
2.42
Benchmark
Nifty Smallcap 100 Total Return
Exit Load
For units in excess of 24% of the investment, 1% will be charged for redemption within 365 days.
Summary
Latest details for Principal Small Cap Fund Growth include a ₹24.726 NAV as of Dec 31,2021 and returns since inception of --%. Minimum investments start at SIP ₹500. The Principal Small Cap Fund Growth AUM is ₹513 Cr, with a lock-in of N/A years, expense ratio of 2.42%, and benchmark Nifty Smallcap 100 Total Return. Exit load is - For units in excess of 24% of the investment, 1% will be charged for redemption within 365 days.. In the growth review for 1M Month/Year, the fund recorded 4.02% returns, against a category average of 0.57% and a category best of 12.01%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.02 | 0.57 | 12.01 |
| 6M | 25.58 | 3.07 | 27.35 |
| 1Y | 74.25 | 8.04 | 77.31 |
| 3Y | 0.00 | 17.91 | 121.63 |
Portfolio Analysis
- Equity: 93.89%
- Debt: 6.11%
- Others
As on: 2021-11-30
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About Fund
Principal Small Cap Fund Growth managed by Principal Mutual Fund,is a Small-capscheme with Assets Under Management of ₹513 Crore. The fund benchmarks its performance against the Nifty Smallcap 100 Total Return while maintaining an expense ratio of 2.42. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Smallcap Fund - Institutional Plan Growth | 0 | 1635.1 CR | 2.74 |
| This FundPrincipal Small Cap Fund Growth | 0 | 512.88 CR | 2.42 |
| This FundBandhan Small Cap Fund Growth | 5 | 19266.54 CR | 1.63 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Smallcap Fund - Institutional Plan Growth | -24.859 | -26.459 |
| This FundPrincipal Small Cap Fund Growth | 74.2495 | 0 |
| This FundBandhan Small Cap Fund Growth | 15.2686 | 112.788 |
FAQs
Principal Small 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 Small Cap Fund Growth is 2.42. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Principal Small Cap Fund Growth’s fund performance is as follows:
- 1 Month : 4.02%
- 6 Months : 25.58%
- 1 Year : 74.25%
- 3 Years : 0.00%
You can invest in Principal Small 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 Small Cap Fund Growth is ₹513 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Principal Small 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