NFO Monitor

Fund Fact

Name of Funds:

Principal MidCap Fund (6.12.2019)

Opening:

15th July 2020

Closing:

21st July 2020

Minimum Investment:

Plan:

Options:

Entry Load:

Exit Load:

Fund Stats

Objective:

The scheme aims to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments of mid-cap companies.

Benchmark:

Fund Manager:

Asset Allocation

Comparable existing schemes

Fund Prognosis

Idea Distiller

A focused mid-cap strategy targeting companies past the early growth stage but with room to scale further.

Fund House AAUM:
Fund Manager:

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Sits between large-cap stability and small-cap volatility, aiming for a balance of growth and risk.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028