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Principal Midcap Fund(IDCW-Reinv)

IDCW
EquityMarket Cap Fund - Mid Cap
Small-size FundAssets Under Mgmt: ₹ 382 Cr
Very High RiskPrinciple investment will be at very high risk
15.780.02 (+0.13%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

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Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Hefty expense ratio implies reduced returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

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Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityMarket Cap Fund - Mid Cap
Small-size FundAssets Under Mgmt: ₹ 382 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio
1.69
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42.56
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3.13
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0.99
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43.17
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3.15

About Market Cap Fund - Mid Cap

Market Cap Fund - Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

Scheme Info

PlanPlan
IDCW
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
Nil upto 20% of units and 1% for excess units on or before 365D Nil after 365D
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty Midcap 100 - TRI

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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AMC profile

Principal AMC Pvt. Ltd is currently one of India’s leading Mutual Fund houses. As of March 2019, Principal Mutual Fund India has a total sum of Rs. 7,090 Crore under its ambit. It is also registered with SEBI with the registration number being MF/019/94/0

  • No.of Schemes

    19

  • Total AUM

    ₹ 8,044.68 Cr.