Item: Principal Midcap Fund Direct Growth
Rating: Unrated
Author: Morningstar

Home › Mutual Funds › Principal Mutual Fund › Principal Midcap Fund Direct Growth

18.605 (1.169%)

NAV on December 31, 2021

Category Equity:
Mid-Cap

Investment StyleBox

Mid Growth

Total Assets 450 cr

Turnover Ratio 491.98%

Expense Ratio 0.71%

Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days

Returns

Min Investment 5,000

Principal Mutual fund merged into Sundaram Mutual Fund on 31.12.2021

Fund Manager Ravi Gopalakrishnan (Since over 6 years) Sudhir Kedia (Since over 6 years)

ISIN INF173K01OS8

Fund Family Principal

P/E Ratio 22.95

P/B Ratio 2.85

Launch Date December 30, 2019

Benchmark IISL NIFTY Midcap 100 TR INR

Financial 24.12%

Industrial 19.26%

Technology 5.9%

Basic Materials 11.71%

Consumer Cyclical 18.11%

Utilities Services 3.3%

Healthcare Services 8.38%

Energy Services 0.00%

Communication Services 4.15%

Consumer Defensive 2.19%

Real Estate 2.88%

Top Mid Cap Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
Invesco India Mid Cap Fund Direct Plan Growth Option	₹ 240.160	8.00%	₹ 15,905 cr	0.48%	High
Edelweiss Mid Cap Fund Direct Plan Growth Option	₹ 128.110	6.45%	₹ 19,891 cr	0.71%	Average
HDFC Mid Cap Fund -Direct Plan - Growth Option	₹ 231.413	5.99%	₹ 108,325 cr	0.75%	Low

Best Mid Cap Funds

Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
Baroda Mid-cap Fund Plan B (Direct) Growth Option	₹ 17.835	27.39%	₹ 92 cr	1.6%	Below Average
Bandhan Mid Cap Fund Direct Growth	₹ 20.611	9.06%	₹ 2,403 cr	0.75%	Above Average
Invesco India Mid Cap Fund Direct Plan Growth Option	₹ 240.160	8.00%	₹ 15,905 cr	0.48%	High