Principal Emerging Bluechip Fund Direct Growth-1.38%

4Groww
-15.48%
1 Year Return
Equity
Large & Mid Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Principal Emerging Bluechip Fund Direct Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio0.97%
NAV107.51 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size2,057 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Emerging Bluechip Fund Direct Growth
-15.5%
6.5%
12.7%
17.2%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -15.5% annual returns

    Comparison

    Data not available
    Pros
    1. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    CBLO(CCIL)Current AssetsMoney Market4.2%
    Eicher Motors Ltd.AutomobileEquity2.5%
    Britannia Industries Ltd.Consumer GoodsEquity2.4%
    IndusInd Bank Ltd.Financial ServicesEquity1.8%
    AIA Engineering Ltd.Industrial ManufacturingEquity1.8%
    ICICI Bank Ltd. Financial ServicesEquity1.6%
    Petronet Lng Ltd.EnergyEquity1.6%
    Navin Fluorine International Ltd.ChemicalsEquity1.6%
    MRF Ltd.AutomobileEquity1.6%
    Indraprastha Gas Ltd.EnergyEquity1.5%
    See All

    Fund Managers

    addDhimant Shah
    Education
    Mr. Shah is a B.Com (H) and Chartered Accountant.
    Experience
    Prior to joining HSBC AMC in 2007 he has worked with Reliance Mutual Fund, ASK Raymond James Securities Pvt. Ltd. and IL&FS AMC. s Senior Analyst from April 1997 to August 2003.
    Funds Managed

    Other Details

    Principal Emerging Bluechip Fund Direct Growth is a Equity Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Dhimant Shah is the Current Fund Manager of Principal Emerging Bluechip Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹2,057 Cr and the Latest NAV as of 08 Jul 2019 is ₹107.51.

    The Principal Emerging Bluechip Fund Direct Growth is rated Very High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

    The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About PRINCIPAL Mutual Fund

    Address
    Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai 400051
    Phone
    022-67720555
    Launch Date
    24 Nov 1994
    PRINCIPAL Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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