Fund has been able to generate better returns compared to other funds in the same category
Hefty expense ratio implies reduced returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Market Cap Fund - Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Monthly Investment Amt. (₹)
Investment period (years)
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
₹ 9,453.29 Cr.