Principal Small Cap Fund

Plan : Regular | Direct Add to Portfolio Compare
Assets
₹513 Cr
Expense
2.48 %
Turnover
42%
Category
Equity - Small ...
Benchmark
NIFTY 50 - TRI
Underlying Asset Quality
Investment StyleMid, Orange
Different Than Benchmark
95%
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Fund Overview

Principal Small Cap Fund - Regular Plan - Growth

Launch Date 13 May 2019
Benchmark NIFTY 50 - TRI
Riskometer Very High
Turnover 42%
Type Open ended scheme
Return Since Launch 40.93%
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 24% of units and 1% for remaining units on or before 365D, Nil after 365D

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 Ravi Gopalakrishnan
Sub Managers Siddarth Mohta
Puchho Befikar