Principal Small Cap Fund

Plan : Regular | Direct Add to Portfolio Compare
Assets
₹178 Cr
Expense
2.37 %
Turnover
0%
Category
Equity - Small ...
Benchmark
Nifty Smallcap ...
Underlying Asset Quality
Investment StyleMid, Green
Different Than Benchmark
85%
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Hold on

Fund Overview

Principal Small Cap Fund - Regular Plan - Growth

Launch Date 13 May 2019
Benchmark Nifty Smallcap 100
Riskometer Moderately High
Turnover -
Type Open ended scheme
Return Since Launch 12.50%
Min. Investment ₹5000.00
Min. Additional investment ₹1000.00
Min. SIP ₹500.00
Min. Cheques 12
Min. Withdrawal ₹500.00
Min. Balance ₹500.00
Exit Load 0.00%
Remark Nil upto 25% of units and 1% for Excess units on or before 1Y, Nil after 1Y

Investment Objective

To generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Managers

Fund Manager P.V.K Mohan
Sub Managers Siddarth Mohta
Puchho Befikar