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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Principal Emerging Bluechip Fund Direct Growth

Equity
Large & Mid Cap
4.0 star
INVEST NOW
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Principal Multi Cap Growth Fund Direct Growth

Equity
Multi Cap
3.0 star
INVEST NOW
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Principal Emerging Bluechip Fund Direct Growth

(6.3%)

Principal Multi Cap Growth Fund Direct Growth

(0.7%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹100₹100-
Expense Ratio0.99%1.65%-
NAV₹116.7 (29-Sep-2020)₹144.6 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹2,091Cr₹654Cr-
Returns
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1Y
6.3%
0.7%
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3Y
3.4%
1.6%
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5Y
11.6%
9.4%
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Pros & Cons
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Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. Lower expense ratio - 1.69%
2. 5Y Returns are higher than the category average returns
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Cons
1. Risk-adjusted returns are lower compared to the category
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Reliance Industries Ltd.
5.8%
HDFC Bank Ltd.
5.2%
Dixon Technologies (India) Ltd.
3.6%
Infosys Ltd.
3.5%
ICICI Bank Ltd.
3.4%
Divi's Laboratories Ltd.
3.2%
Bharti Airtel Ltd.
2.4%
AIA Engineering Ltd.
2.4%
Jubilant FoodWorks Ltd.
2.4%
Navin Fluorine International Ltd.
2.3%
Name
Assets
Reliance Industries Ltd.
9.1%
HDFC Bank Ltd.
7.5%
Infosys Ltd.
5.7%
Tata Consultancy Services Ltd.
4.3%
ICICI Bank Ltd.
4.2%
Housing Development Finance Corpn. Ltd.
3.4%
Bharti Airtel Ltd.
3.1%
Divi's Laboratories Ltd.
3.1%
Hindustan Unilever Ltd.
2.9%
Kotak Mahindra Bank Ltd.
2.9%
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Fund Manager
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Name
Ravi Gopalakrishnan
P V K Mohan
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Education

Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.

Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.

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Experience

Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.

Prior to joining Principal AMC he has worked with UTI AMC.

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About Fund
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Description

PRINCIPAL Mutual Fund started their mutual fund on 25/11/1994 and its managing total assets of Rs. 5,832 Cr. Its ranked at 28 as per total assets at end of 30th Sep 2017.

PRINCIPAL Mutual Fund started their mutual fund on 25/11/1994 and its managing total assets of Rs. 5,832 Cr. Its ranked at 28 as per total assets at end of 30th Sep 2017.

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Launch Date
25 Nov 1994
25 Nov 1994
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Custodian
Citibank NA
Stock Holding Corp. of India Ltd.
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Registrar & Transfer Agent
KFin Tech
KFin Tech
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