• EISS Approved EISS
    SIP SIP
  • The investment objective of the scheme is to provide capital appreciation to the investors, which wi...

    AUM: 208.83Cr

    Category: Equity - Diversified

    BenchMark: S&P BSE 200 TRI

    Current NAV : 0.00

    1YR. RTN: 0.00%

    Expense Ratio: 0.00%

    Exit Load: -

    Riskometer

  • The investment objective of the scheme is to provide capital appreciation to the investors, which wi...

    AUM: 208.83Cr

    Category: Equity - Diversified

    BenchMark: S&P BSE 200 TRI

    Current NAV : 0.00

    1YR. RTN: 0.00%

    Expense Ratio: 0.00%

    Exit Load: -

    Riskometer

  • To generate capital appreciation from a diversified portfolio of equity & equity related instruments...

    AUM: 544.46Cr

    Category: Equity - Diversified

    BenchMark: Nifty 200 TRI

    Current NAV : 0.00

    1YR. RTN: 0.00%

    Expense Ratio: 1.26%

    Exit Load: -

    Riskometer

  • To generate capital appreciation from a diversified portfolio of equity & equity related instruments...

    AUM: 544.46Cr

    Category: Equity - Diversified

    BenchMark: Nifty 200 TRI

    Current NAV : 0.00

    1YR. RTN: 0.00%

    Expense Ratio: 1.26%

    Exit Load: -

    Riskometer

  • The investment objective of the scheme is to provide capital appreciation by primarily investing in ...

    AUM: 546.19Cr

    Category: Equity - Diversified

    BenchMark: S&P BSE Small-Cap TRI

    Current NAV : 0.00

    1YR. RTN: 0.00%

    Expense Ratio: 0.00%

    Exit Load: -

    Riskometer

  • To Provide medium to long term capital appreciation along with income tax benefit. Investment made i...

    AUM: 113.89Cr

    Category: Equity - Tax Planning

    BenchMark: S&P BSE 100 TRI

    Current NAV : 0.00

    1YR. RTN: 0.00%

    Expense Ratio: 0.00%

    Exit Load: -

    Riskometer

  • To Provide medium to long term capital appreciation along with income tax benefit. Investment made i...

    AUM: 113.89Cr

    Category: Equity - Tax Planning

    BenchMark: S&P BSE 100 TRI

    Current NAV : 0.00

    1YR. RTN: 0.00%

    Expense Ratio: 0.00%

    Exit Load: -

    Riskometer

  • To Provide medium to long term capital appreciation along with income tax benefit. Investment made i...

    AUM: 115.08Cr

    Category: Equity - Tax Planning

    BenchMark: S&P BSE 100 TRI

    Current NAV : 0.00

    1YR. RTN: 0.00%

    Expense Ratio: 0.00%

    Exit Load: -

    Riskometer

  • To Provide medium to long term capital appreciation along with income tax benefit. Investment made i...

    AUM: 115.08Cr

    Category: Equity - Tax Planning

    BenchMark: S&P BSE 100 TRI

    Current NAV : 0.00

    1YR. RTN: 0.00%

    Expense Ratio: 0.00%

    Exit Load: -

    Riskometer

  • Principal Small Cap Fund - Direct (D)

    Principal Small Cap Fund - Direct (D) ONE TIME - INR 5000 SIP MIN INVEST - INR 500

    To generate long term capital appreciation by predominantly investing in equity and equity related i...

    AUM: 512.88Cr

    Category: Equity - Diversified

    BenchMark: Nifty Smallcap 100 TRI

    Current NAV : 0.00

    1YR. RTN: 0.00%

    Expense Ratio: 0.00%

    Exit Load: 1% on redemption in excess of 24% of the limit stated above- redemption of units would be done on first in forst out basis (fifo).

    Riskometer

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Asset Allocation

Equity Sector Allocation

Mean
Standard Devation
Sharpe Ratio
Beta
Alpha
Treynor
Information Ratio
Sortino Ratio
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Fundmentals

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