Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Principal Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Treps 01-Dec-2021
6.9%
Persistent Systems Ltd
3.3%
Indian Energy Exchange Ltd
3.0%
Transport Corp of India Ltd
2.8%
KPIT Technologies Ltd
2.8%
KEI Industries Ltd
2.7%
Dixon Technologies (India) Ltd
2.4%
Mold-tek Packaging Ltd
2.4%
K.P.R. Mill Ltd
2.3%
TCI Express Ltd
2.2%
Top industry exposure
Consumer Cyclical
20.9%
Industrials
20.0%
Technology
15.5%
Financial Services
14.9%
Basic Materials
12.6%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
30%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.