Why Midcap Fund?
Midcaps are better multipliers in the long term, despite short term volatility.
With longer time spent in Midcaps, chances of Outscoring large caps are better.
Right stock selection in Midcap stocks is the key to wealth creation.
As on 2020-09-30
As on 2020-09-30
% of NAV
Sector
9.03%
Finance
8.90%
Pharmaceuticals
7.61%
Consumer Durables
7.42%
Consumer Non Durables
6.79%
Banks
As on 2020-09-30
% to NET Assets
Name
3.05%
Torrent Power Ltd.
2.94%
IPCA Laboratories Ltd.
2.74%
Max Financial Services Ltd.
2.67%
Jubilant Foodworks Ltd.
2.66%
Tata Consumer Products Ltd.
Benchmark
NIFTY Midcap 100 Index - TRI
Additional Benchmark
NIFTY 50 INDEX - TRI
Horizon
Long Term
Age
307 Days
Suitable for
1. Long term Capital Growth.
2. Predominantly investment in equity and equity related instruments of midcap companies.
2. Predominantly investment in equity and equity related instruments of midcap companies.
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.
However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
WHY INVEST IN Principal Midcap Fund?
• Robust stock selection process based on 6 pillars investment framework.
• Key focus on investing in businesses that are expected to undergo:
Business Turnaround/Restructuring
New Age Economy
Value Migration &
Value Unlocking
• Key focus on investing in businesses that are expected to undergo:
Business Turnaround/Restructuring
New Age Economy
Value Migration &
Value Unlocking
minimum investment
New Investor:
Rs 5000
Existing Investor:
Rs 1000
options
The Scheme will have two Plans i.e. Regular Plan & Direct Plan which offer Growth and Dividend Option.
The Dividend Option under both the Plans will have the facility of Payout, Reinvestment and Sweep.
The Dividend Option under both the Plans will have the facility of Payout, Reinvestment and Sweep.
OTHER DETAILS
Exit Load :
• If redeemed/switched on or before 365 days from the date of allotment :- Nil for redemption/switch out of units upto 24% of the units allotted(the limit).
- 1% on redemption in excess of 24% of the limit stated above.
Redemption of units would be done on First in First out Basis (FIFO)
• Nil thereafter
SIP/STP/RWP -Available
Minimum No. & Amt. of
SIP - Rs 500*
STP - Rs 1000**
RWP - Rs 500**
*12 installments each**6 installments each
SIP - Rs 500*
STP - Rs 1000**
RWP - Rs 500**
*12 installments each**6 installments each
Cut Off Time
3.00 p.m. In respect of purchase/switch-in of units for an amount equal to or more than Rs. 2 lakh, the closing NAV (Net Asset Value) of the day shall be applicable subject to realisation of the funds up to 3.00 p.m. and receipt of application (duly time stamped).
Disclaimer
^ Past performance may or may not be sustained in future.
fund manager
Ravi Gopalakrishnan
Mr. Ravi Gopalakrishnan has over 25 years of experience in research an...
funds managed
Sudhir Kedia(Associate Fund manager)
Mr. Sudhir Kedia has over 13 years of experience in research and asset...
funds managed