Principal Midcap Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

To generate long term capital appreciation by predominantly investing in equity and equity related instruments of midcap companies.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty Midcap 100 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-December-2019

  • TREPS 01-Jan-2020

  • Torrent Pharmaceuticals Ltd.

  • Larsen & Toubro Ltd.

  • ICICI Bank Ltd.

  • Divi's Laboratories Ltd.

  • HDFC Bank Ltd.

  • Infosys Ltd.

  • State Bank of India

  • Bajaj Finance Ltd.

  • GAIL (India) Ltd.

  • Max Financial Services Ltd.

  • City Union Bank Ltd.

  • The Federal Bank Ltd.

  • LIC Housing Finance Ltd.

  • Exide Industries Ltd.

  • Whirlpool of India Ltd.

  • MRF Ltd.

  • Info Edge (India) Ltd.

  • Tata Chemicals Ltd.

  • Kajaria Ceramics Ltd.

  • Tata Global Beverages Ltd.

  • Gujarat State Petronet Ltd.

  • Coromandel International Ltd.

  • Alkem Laboratories Ltd.

  • Astral Poly Technik Ltd.

  • PI Industries Ltd.

  • Tata Steel BSL Ltd.

  • Page Industries Ltd.

  • Jubilant Foodworks Ltd.

  • Balkrishna Industries Ltd.

  • JK Cement Ltd.

  • Voltas Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • ITC Ltd.

  • Relaxo Footwears Ltd.

  • Zee Entertainment Enterprises Ltd.

  • Net Receivable / Payable

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  • Miscellaneous

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Industrial Gases & Fuels

  • IT - Software

  • Bank - Public

  • Engineering - Construction

  • Finance - NBFC

  • Finance - Others

  • Tyres & Allied

  • Finance - Housing

  • Batteries

  • Consumer Durables - Domestic Appliances

  • BPO/ITeS

  • Chemicals

  • Ceramics/Marble/Granite/Sanitaryware

  • Tea/Coffee

  • Fertilizers

  • Gas Transmission/Marketing

  • Plastic Products

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Textile

  • Consumer Food

  • Cement & Construction Materials

  • Air Conditioners

  • Cigarettes/Tobacco

  • Footwear

  • TV Broadcasting & Software Production

  • Retailing

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About Principal Midcap Fund

Scheme Analysis

Principal Midcap Fund is a Equity - Mid Cap Fund fund and belongs to Principal Mutual Fund. It was launched on 30-Dec-2019 and currently has an AUM of ₹182.41 crore. Principal Midcap Fund is benchmarked against Nifty Midcap 100 - TRI as primary index.

The NAV of Principal Midcap Fund ended down ₹-0.04(-0.38%)yesterday to ₹10.37.

Among its top 3 holdings the fund has exposure to TREPS 01-Jan-2020, and

The Principal Midcap Fund is managed by Ravi Gopalakrishnan and Sudhir Kedia.

Fund House Contact

Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai - 400 051

+91 (22) 67720555
+91 (22) 67720512

Fund Manager

  • Cash

  • Equity

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