Principal Small Cap Fund (G)

Principal Small Cap Fund (G)

Very HighEquityMid & Small Cap
Not Rated
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Scheme Details

-%

Expense Ratio

₹513 cr

Fund Size

₹5,000

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
74.25%
N/A%
N/A%
40.93%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Principal Small Cap Fund (G)
74.25%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
52.9%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%

Holdings

Holdings
Sector Wise
TREPS
6.91%
Persistent Sys
3.28%
Indian Energy Ex
2.97%
Transport Corp.
2.81%
KPIT Technologi.
2.75%

Fund Manager

R
Ravi Gopalakrishnan
S
Siddarth Mohta