Principal Midcap Fund - Distributor Resource

Principal Midcap Fund

Investment Objective: To generate long term capital appreciation by predominantly investing in equity and equity related instruments of Midcap companies.

However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Why Recommend
Principal Midcap Fund?

  • Midcap has the potential to outperform Largecap in the long-term
  • Favorable valuation as Midcaps are trading below their long-term averages
  • Aims to invest in emerging leaders with potential growth
  • Experience and expertise of picking successful stocks
  • Recent correction in Midcap sector offers opportunity for allocation
  • Risk management embedded in portfolio to mitigate volatility

Investment Strategy & Portfolio Construction

Why is now the time to recommend Midcap to your clients?


• Historically, Midcaps have bounced back after corrections

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• Nifty Midcap 100 total market cap is 30% lower than its peak of Dec 2017 and also below the Dec’14 levels

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• Midcap P/E index has corrected from 25.6x in Aug’18 to 15.9x currently

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Principal Midcap Riskometer Details

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Questions and Queries?