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.
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