| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 1.01% |
| NAV | ₹106.50 (10 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,918 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.5% |
| Reliance Industries Ltd. | Energy | Equity | 5.0% |
| ICICI Bank Ltd. | Financial | Equity | 4.0% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 3.2% |
| Bharti Airtel Ltd. | Communication | Equity | 3.1% |
| Infosys Ltd. | Technology | Equity | 3.0% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 2.7% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 2.7% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 2.6% |
| AIA Engineering Ltd. | Metals | Equity | 2.6% |
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 ₹1,918 Cr and the Latest NAV as of 10 Jul 2020 is ₹106.50.
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
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.
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.