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Share Fund

Principal Index Fund - Midcap - Direct Plan

The scheme seeks to invest principally in securities that comprise Nifty Midcap 100 Index and subject to tracking errors endevour to attain results commensurate with the CNX Midcap Index.

Suitability

This product is suitable for investors who are seeking

• Long term capital growth.

• Investment in equity securities including equity derivatives of CNX Midcap Index

Fund Info

Scheme Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	0.44%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 3
AMC AUM (in Crs.)	₹ 7,091
Min Addition Subscription	₹ 1,000

Benchmark Type

Nifty Midcap 100 Index

Exit Load

Exit load of 1% if redeemed within 90 days

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	40.54%
HSBC Midcap Fund - Direct Plan	1000	1000	31.36%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	40.54%
Axis Midcap Fund - Direct Plan	100	100	29.87%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	39.88%
DSP Midcap Fund - Direct Plan	500	1000	26.57%

Top 10 Holdings

Company	Holding Type	Asset(%)
MRF	Equity	3
REC	Equity	2
Petronet LNG	Equity	2
Container Corp	Equity	2
Bharat Elec	Equity	2
Siemens	Equity	2
Power Finance	Equity	2
Cadila Health	Equity	2
Pidilite Ind	Equity	2
Havells India	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	100
Cash / Call	0

Sector Allocation(%)

Sector	Percent
Banking & Financial Services	20
Automotive	9
Pharmaceuticals	9
Engineering & Capital Goods	8
Services	8

Fund Manager

Principal Mutual Fund

AUM₹7,091 Cr

About

Principal Mutual Fund was established in 1994 and is one of the oldest AMCs in the country. The AMC has over 4 lakh customers and more than 20,000 distributors across the country. What is unique about this asset management company is that they are committed to provide financial to retail investors and institutions alike.##With a financial legacy of more than 130 years, their global expertise proves to be an asset for taking adequate market decisions.##The AMC provides a wide range of products, ranging from equity, debt and hybrid. The schemes invest in diverse portfolios and aim to generate subsequent returns. They believe in delivering superior risk adjusted returns to clients and believe in carrying out business in a safe and transparent manner, maintaining a high level of trust and integrity among clients.

customer@principalindia.com

Phone

022 - 67720555

Address

Exchange Plaza, 2nd Floor,,National Stock Exchange Building,Bandra Kurla Complex,,Bandra East, Mumbai - 400051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m