Fund Details
Principal Emerging Bluechip Fund Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 0.96% |
| NAV | ₹144.30 (25 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹2,418 Cr |
Returns
Comparison
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. Risk-adjusted returns are lower compared to the category
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.9% |
| ICICI Bank Ltd. | Financial | Equity | 4.5% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 4.1% |
| Infosys Ltd. | Technology | Equity | 3.8% |
| Reliance Industries Ltd. | Energy | Equity | 3.6% |
| Bajaj Finance Ltd. | Financial | Equity | 2.9% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.7% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.6% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 2.3% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.3% |
Fund Managers
Principal Emerging Bluechip Fund Direct Growth Details
Principal Emerging Bluechip Fund Direct Growth is a Equity Mutual Fund Scheme launched by Principal Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Dhimant Shah is the Current Fund Manager of Principal Emerging Bluechip Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,418 Cr and the Latest NAV as of 25 Jan 2021 is ₹144.30.
The Principal Emerging Bluechip Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 300. For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
Investment Objective
The scheme seeks to achieve long term capital appreciation by investing in equity & equity related instruments of large cap & midcap stocks.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
