Principal Midcap Fund - Direct Plan- Growth
Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From Principal Mutual Fund. It's been running since 31 Dec 2019.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 50 other funds in Equity Scheme - Mid Cap Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 3 of last 3 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 23% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Principal Midcap Fund - Direct Plan- Growth against other mid cap funds.
Technical details (for the pros)
Fund info
- Fund house
- Principal Mutual Fund
- Category
- Equity Scheme - Mid Cap Fund
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 147778
- First price on record
- 31 Dec 2019 · 496 daily prices
About Principal Midcap Fund - Direct Plan- Growth
Principal Midcap Fund - Direct Plan- Growth is a Equity Scheme - Mid Cap Fund offered by Principal Mutual Fund under the Direct plan with the Growth option. It has approximately 7 years of NAV track record. The fund falls in the mid cap category — Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings.
The current NAV of Principal Midcap Fund - Direct Plan- Growth is ₹18.3900 (as of 30 Dec 2021). Historically, it has delivered 46.53% over the last year. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 22.5% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 34.5%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Principal Midcap Fund - Direct Plan- Growth?+
The latest NAV of Principal Midcap Fund - Direct Plan- Growth is ₹18.3900 as of 30 Dec 2021, up 0.11% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Principal Midcap Fund - Direct Plan- Growth?+
Principal Midcap Fund - Direct Plan- Growth has delivered 1-year return 46.53%, since-inception CAGR 35.50%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Principal Midcap Fund - Direct Plan- Growth belong to?+
Principal Midcap Fund - Direct Plan- Growth is categorised as Equity Scheme - Mid Cap Fund. Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings.
How risky is Principal Midcap Fund - Direct Plan- Growth?+
Based on its 3-year annualised volatility of 22.5%, Principal Midcap Fund - Direct Plan- Growth sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Principal Midcap Fund - Direct Plan- Growth a direct plan?+
Principal Midcap Fund - Direct Plan- Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is Principal Midcap Fund - Direct Plan- Growth?+
Principal Midcap Fund - Direct Plan- Growth has NAV history available from 31 Dec 2019 — approximately 7 years of track record and 496 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.