Principal Nifty 100 Equal Weight Fund - Direct Plan

To invest principally in securities that comprise Nifty 100 Equal Weight Index and subject to tracking errors endeavour to attain results commensurate with the Nifty100 Equal Weight Index.

Suitability

This product is suitable for investors who are seeking

• Long term capital growth.

• Investment in equity securities including equity derivatives of CNX Nifty (NSE) Companies.

Fund Info

Scheme Class	Equity
Scheme Category	Index Funds
Benchmark Type	Nifty 50 Index
Expense Ratio	0.72%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 16
AMC AUM (in Crs.)	₹ 7,091
Min Addition Subscription	₹ 1,000

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Asset Management Company Limited	Equity	1
HDFC Life Insurance Co Ltd	Equity	1
SBI Life Insurance Co Ltd	Equity	1
Avenue Supermarts Ltd	Equity	1
Sun Pharmaceuticals Industries Ltd	Equity	1
Asian Paints Ltd	Equity	1
Dabur India Ltd	Equity	1
United Spirits Ltd	Equity	1
Colgate-Palmolive (India) Ltd	Equity	1
Pidilite Industries Ltd	Equity	1

Asset Allocation(%)

Asset	Percent
Equity	100
Cash	0
Cash - Repurchase Agreement	0
Bond - Corporate Bond	0
Bond - Gov't Treasury	0

Sector Allocation(%)

Sector	Percent
Banks - Regional - Asia	8
Household & Personal Products	7
Drug Manufacturers - Specialty & Generic	7
Auto Manufacturers	6
Building Materials	5

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 Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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