Principal Small Cap Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house
This scheme is merged with Sundaram Small Cap Growth Direct Plan

Principal Small Cap Growth Direct Plan

NAV
₹25.9052
+0.68%
(31 Dec)
AUM
513 Cr
TER
0.73%
Risk
Very High Risk
Insights
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Compare with other fund
1Y
+77.3%
+75.6%
+62.4%
+54.8%
+54.0%
+53.5%
3Y
NA
+41.9%
+35.1%
+35.3%
+33.9%
+29.6%
5Y
NA
+39.9%
+25.2%
+26.5%
+24.8%
+26.7%
ALL
+43.5%
+20.1%
+23.0%
+23.6%
+21.3%
+16.4%
VOL
20.3%
14.9%
15.5%
16.8%
16.1%
-
TER
0.7%
0.7%
0.9%
0.7%
0.6%
-
AUM
₹513 Cr
₹17,349 Cr
₹11,540 Cr
₹13,401 Cr
₹27,574 Cr
-
INFO
2.14
1.35
1.48
1.40
1.32
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Principal Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Treps 01-Dec-2021
6.9%
Persistent Systems Ltd
3.3%
Indian Energy Exchange Ltd
3.0%
Transport Corp of India Ltd
2.8%
KPIT Technologies Ltd
2.8%
KEI Industries Ltd
2.7%
Dixon Technologies (India) Ltd
2.4%
Mold-tek Packaging Ltd
2.4%
K.P.R. Mill Ltd
2.3%
TCI Express Ltd
2.2%
Top industry exposure
Consumer Cyclical
20.9%
Industrials
20.0%
Technology
15.5%
Financial Services
14.9%
Basic Materials
12.6%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
30%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.
Fund manager(s)
Ravi Gopalakrishnan
Siddarth Mohta

FAQs