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 |
| Benchmark Type | Nifty Midcap 100 Index |
| 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 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 8.43% | |
| 1000 | 1000 | 11.07% | |
| 1000 | 1000 | 8.43% |
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 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m