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Principal Small Cap Fund

Principal Small Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

73.08

as on 30 Dec 2021

1 Year

Investment of ₹ 10,000 in this fund 1 Year back would be ₹ 17,307 today.

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NAV Performance

Principal Small Cap Fund performance graph for last 3 years
Performance of Principal Small Cap Fund for last 3 Years

Fund Information

  • ₹ 24.560

    as on 30 Dec 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 513 Cr.

    as on 30 Dec 2021
  • 2.48%

    since 30 Nov 2021
  • 13 May 2019

  • Equity - Small Cap Fund

  • Nifty 50

  • Principal Mutual Fund

    Show All Funds
  • Principal Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Principal Small Cap Fund is an Open-ended Equity Fund. The fund belongs to Small Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 13 May 2019. This fund is offered by one of the top AMC (Assets Management Company) Principal Mutual Fund. You can also view here all other Equity funds offered by Principal Mutual Fund.

Latest NAV of the fund is ₹ 24.560 as on 30 Dec 2021.

This fund has 2 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.48%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.

List of Fund Managers of Principal Small Cap Fund

  • About Siddarth Mohta

    Picture of Siddarth MohtaSiddarth has been a part of Principal Mutual Fund since 2009. He has over 14 years of experience in Finance and Stock Markets. Prior to joining Principal, he worked as an Analyst in Adventity Global Services, ICRA Management Consulting Services, and Polaris Software Ltd. Mohta is a B.Com and a Post Graduate Diploma in Management in Finance and Certified in Financial Risk Management
  • About Ravi Gopalakrishnan

    Picture of Ravi GopalakrishnanMr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA. Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 10.13% 9.37% 25.76% 87.33% 80.17% 39.94% 23.79% 26.66% 69.03% 99.69% 70.99% 31.15% 26.56%
Category Average 6.21% 4.25% 14.60% 61.21% 43.63% 28.94% 19.19% 21.29% 50.64% 66.35% 46.75% 25.90% 21.03%
Principal Small Cap Fund 3.32%₹ 10,332 8.58%₹ 10,857 25.76%₹ 12,575 - - - - - - - - - -
Kotak Small Cap Fund 4.09%₹ 10,409 2.90%₹ 10,290 16.07%₹ 11,607 63.93%₹ 16,392 49.09%₹ 14,999 47.06%₹ 21,650 71.13%₹ 44,061 35.20%₹ 24,732 52.21%₹ 73,497 22.45%₹ 27,558 31.15%₹ 1,28,988 22.66%₹ 77,252 23.55%₹ 4,17,660
SBI Small Cap Fund 5.93%₹ 10,593 4.14%₹ 10,413 14.46%₹ 11,445 46.14%₹ 14,614 41.60%₹ 14,562 38.34%₹ 19,155 55.26%₹ 39,197 29.51%₹ 21,739 41.89%₹ 64,647 23.79%₹ 29,106 26.96%₹ 1,16,796 - -
Axis Small Cap Fund 6.68%₹ 10,667 5.73%₹ 10,572 15.26%₹ 11,525 55.40%₹ 15,539 49.96%₹ 15,049 36.25%₹ 18,579 57.09%₹ 39,746 32.91%₹ 23,495 43.55%₹ 66,019 23.44%₹ 28,692 29.45%₹ 1,23,918 - -
Nippon India Small Cap Fund 7.66%₹ 10,766 7.96%₹ 10,796 17.73%₹ 11,772 71.81%₹ 17,180 59.81%₹ 15,612 46.27%₹ 21,416 73.08%₹ 44,673 31.33%₹ 22,668 51.26%₹ 72,645 23.37%₹ 28,610 30.12%₹ 1,25,895 26.66%₹ 1,06,514 26.56%₹ 4,91,458
Quant Small Cap Fund 10.13%₹ 11,013 3.70%₹ 10,369 13.41%₹ 11,340 87.33%₹ 18,733 68.12%₹ 16,081 80.17%₹ 32,515 99.69%₹ 53,368 38.78%₹ 26,751 70.99%₹ 91,571 - - - -

Portfolio Holdings

Portfolio holdings pattern of Principal Small Cap Fund as on 23 Jan 2022 are listed below:

  • Equity Holdings:

    95.85%
  • Debt Holdings:

    0.03%
  • Others Holdings:

    4.12%

Top Sector Holdings of Principal Small Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 10.91% ₹ 53.57 Cr.
Banks 7.21% ₹ 40.18 Cr.
Auto ancillaries 4.89% ₹ 23.98 Cr.
Cement 4.84% ₹ 23.78 Cr.
Logistics solution provider 4.73% ₹ 23.21 Cr.
Others 67.42% -

Top Stock Holdings of Principal Small Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Persistent Systems Ltd. 3.25% ₹ 15.93 Cr.
Indian Energy Exchange Ltd. 2.95% ₹ 14.47 Cr.
Transport Corporation Of India Ltd. 2.69% ₹ 13.21 Cr.
Dixon Technologies (India) Ltd. 2.48% ₹ 12.17 Cr.
Canara Bank 2.46% ₹ 12.06 Cr.
Others 86.17% -

Top Debt Instrument Type holdings of Principal Small Cap Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.03% ₹ .15 Cr.
Others 99.97% -

Top Debt Holdings of Principal Small Cap Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.03% ₹ .15 Cr.
Others 99.97%

Other Holdings

Holding TypeHolding Percentage
TREPS 4.59%
Net Receivables -0.47%