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AMC

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Scheme

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Principal Small Cap Fund-Reg(G)

  • Equity - Small cap Fund
  • ₹ 24.18
  • 0.10%
  • 0.00%
  • -12 Yrs
  • ₹ 5,000.00
of for

Scheme Details

  • Aum AUM ₹ 15,100.34 Cr
  • Card Expense Ratio 2.46% on 03 Dec 2021
  • exit Exit Load 0%
  • padlock Lock In No lock in
  • spaceship Inception Date 13 May 2019
  • spaceship Benchmark NIFTY 50 - TRI, Nifty Smallcap 250 - TRI

Fund Analysis

Principal MF introduces Small Cap Fund

Investment Return Calculator

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Comparison With Other Schemes

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Latest Assets & Portfolio Allocation

  • Equity
  • Debt
  • Others
Top Stock Holdings
Persistent Systems Ltd. 3.25%
Indian Energy Exchange Ltd. 2.95%
Transport Corporation Of India Ltd. 2.69%
Dixon Technologies (India) Ltd. 2.48%
See all holdings
Allocation by Market Cap
Allocation by Sector

Riskometer

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Investors understand that their principal will be at Moderately High risk

Principal Small Cap Fund-Reg(G)

Investment Objective

NA

Performance Ratio
  • Std. Dev: 18.92
  • AVGR: 0.11
  • Beta: 0.68
  • Sharpe: 1.20
  • Sortino: 0.17
  • Jenson: 0.16
  • Treynor: 0.34
  • Turnover: 34.00
  • FAMA: 0.17
Fund Manager

Ravi Gopalakrishnan , Siddarth Mohta

AMC Details

Principal Asset Management Company Private Limited

Registrar & Transfer Agent

KFIN Technologies Private Limited

Disclaimer: Past results and performance does not mean that the future performance will be the same. Investor is expected to make his own checks and independent evaluations on the suitability of the products and DSPL or its employees shall not bear any direct or indirect responsibility for the same. These are algo generated outputs based on data sourced from third party vendors. Hence, the accuracy of these details is not reconfirmed or guaranteed by DSPL.