Principal Midcap Fund Reg-IDCW Reinvestment

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity IDCW

- Morning Star

- Value Research

NAV( )

₹ -

1.83%

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Principal Midcap Fund Reg-IDCW Reinvestment

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Performance

-%3y Returns

0.0% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

2.46%
Exit load

L After 365 days

Fund details

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Fund size

₹ 450 Cr
Plan

REGULAR
Launch date

6 Dec 2019
Fund type

OPEN
Fund benchmark
ISIN

INF173K01OQ2

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
MRF Ltd.	0.83%
Ceat Ltd.	0.89%
Sona BLW Precision Forgings Ltd.	1.1%
Minda Industries Ltd.	1.05%
Ashok Leyland Ltd.	3.75%
Bharat Forge Ltd.	1.01%
Tata Motors Ltd.	0.99%
Subros Ltd.	1.81%
Aarti Industries Ltd.	1.14%
Atul Ltd.	1.08%
Astral Ltd.	1.58%
Solar Industries India Ltd.	2.1%
Navin Fluorine International Ltd.	0.98%
VIP Industries Ltd.	0.95%
PI Industries Ltd.	1.67%
Kansai Nerolac Paints Ltd.	0.83%
Bharti Airtel Ltd.	0.78%
Bharti Airtel Ltd. Rights	0.72%
Brigade Enterprises Ltd.	1.17%
The Ramco Cements Ltd.	0.96%
Phoenix Mills Ltd.	1.56%
Crompton Greaves Consumer Electricals Ltd.	2.36%
Amber Enterprises India Ltd.	1.2%
Voltas Ltd.	1.6%
SRF Ltd.	1.45%
Gujarat State Petronet Ltd.	1.66%
Tata Power Company Ltd.	1.48%
Polycab India Ltd.	4.49%
Honeywell Automation India Ltd.	1.33%
Schaeffler India Ltd.	1.31%
BEML Ltd	1.83%
ABB India Ltd.	1.13%
Kei Industries Ltd.	1.11%
Shriram Transport Finance Company Ltd.	2.17%
Reserve Bank of India	0.02%
Bank Of Baroda	2.25%
The Federal Bank Ltd.	3.91%
UTI Asset Management Company Ltd.	0.97%
Cholamandalam Investment & Finance Company Ltd.	2.08%
Max Financial Services Ltd.	1.6%
Indian Bank	1.84%
ICICI Bank Ltd.	2.34%
Can Fin Homes Ltd.	1.47%
Canara Bank	1.87%
State Bank of India	2.16%
Emami Ltd.	0.79%
Bata India Ltd.	0.99%
Relaxo Footwears Ltd.	0.8%
Zydus Wellness Ltd.	0.99%
Metropolis Healthcare Ltd.	0.92%
Ajanta Pharma Ltd.	0.85%
Indoco Remedies Ltd.	1.57%
Fortis Healthcare Ltd.	1.34%
Ipca Laboratories Ltd.	1.77%
Laurus Labs Ltd.	0.93%
Syngene International Ltd.	0.72%
AIA Engineering Ltd.	0.78%
Tata Steel Ltd.	2.01%
Westlife Development Ltd.	1.23%
ICRA Ltd.	1.37%
Crisil Ltd.	1.09%
Multi Commodity Exchange Of India Ltd.	0.34%
FSN E-Commerce Ventures Ltd.	0.15%
PVR Ltd.	0.99%
Trent Ltd.	1.62%
Zee Entertainment Enterprises Ltd.	2.06%
MindTree Ltd.	2.08%
Persistent Systems Ltd.	1.77%
Coforge Ltd.	1.66%

Sectors

Company	Allocation %
Automobile	11.43%
Construction	3.69%
Consumer Staples	3.57%
Financial	22.68%
Diversified	1.45%
Capital Goods	11.20%
Consumer Discretionary	5.16%
Chemicals	10.33%
Services	8.85%
Energy	3.14%
Technology	5.51%
Metals & Mining	2.79%
Healthcare	8.10%
Communication	1.50%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

47
AUM

₹ 67,047 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

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Frequently Asked Questions

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What is the current NAV of Principal Midcap Fund Reg-IDCW Reinvestment?

The current NAV of Principal Midcap Fund Reg-IDCW Reinvestment is ₹ -

How much does Principal Midcap Fund Reg-IDCW Reinvestment charge as expense ratio?

The expense ratio of Principal Midcap Fund Reg-IDCW Reinvestment is 2.46%

How to Redeem Principal Midcap Fund Reg-IDCW Reinvestment Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Principal Midcap Fund Reg-IDCW Reinvestment?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Principal Midcap Fund Reg-IDCW Reinvestment through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Principal Midcap Fund Reg-IDCW Reinvestment based on your investment objective and risk profile.

What is the return of Principal Midcap Fund Reg-IDCW Reinvestment?

For Principal Midcap Fund Reg-IDCW Reinvestment, 3-year return is -% per annum and 5-year return is -% per annum. Check the return performance in detail on the page.