Flexi Cap Data As On 05-Apr-18

Objective: The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.

Smart Tip: -

Invest in Principal Growth via SIP or lumpsum
13.82%

ANNUALIZED RETURN FOR 3 YRS
> 3 years

INVESTMENT HORIZON
1% for redemption within 365 days

EXIT LOAD AFTER 1 YEARS

Basic Details


Fund House Principal PNB Asset Management Company Ltd.
Launch Date 25-Oct-2000
Expense Ratio 2.54%
Fund Category Risk Moderately High
Fund Type Flexi Cap
Asset Size 620 Cr
Volatility Measures
Mean 14.80
Std. Deviation 16.51
Sharpe Ratio 0.72

Investment Details


Investment Plan Growth
Return since Launch 16.54%
Minimum Investment 5,000
Exit Load 1% for redemption within 365 days% if withdrawn within 1 Year(s) No exit load if withdrawn after 1 Year(s)
Tax Impact -% of profit if withdrawn before 1 year No tax if withdrawn after 1 year

Contact Details


Fund Manager(s) P V K Mohan
Tel. No. 022 - 67720555
Fax No. (022) 67720512
Website www.principalindia.com
*Savings account can attract a tax rate as high as 30% depending on your personal tax rate. Debt Mutual Funds have lesser than 5% tax if held for more than three years and same tax as FDs if held for less than 3 years Arbitrage funds have zero tax