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Principal Emerging Bluechip Fund Direct IDCW Half Yearly

Equity
Large & MidCap
Very High Risk
Payout
23.33%
3Y annualised
+1.12% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Dec 2021₹138.32
Min. SIP amountNA
Rating4
Fund size₹3,124.32Cr

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns40.4%23.3%20.5%21.6%
Category average59.0%15.2%14.8%NA
Rank with in category1143NA
Understand terms

Holdings (63)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity4.4%
HDFC Bank Ltd.FinancialEquity4.1%
Infosys Ltd.TechnologyEquity4.0%
Reliance Industries Ltd.EnergyEquity3.0%
Dixon Technologies (India) Ltd.EngineeringEquity3.0%
Bajaj Finance Ltd.FinancialEquity2.5%
TCI Express Ltd.ServicesEquity2.3%
Sona BLW Precision Forgings Ltd.AutomobileEquity2.2%
Housing Development Finance Corpn. Ltd.FinancialEquity2.2%
BEML LtdEngineeringEquity2.1%
See All

Expense ratio, exit load and tax

Expense ratio: 0.92%

Inclusive of GST

Exit load

For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Ravi Gopalakrishnan
Oct 2019 - Present
View details

Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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FAQs

How to Invest in Principal Emerging Bluechip Fund Direct IDCW Half Yearly?

You can easily invest in Principal Emerging Bluechip Fund Direct IDCW Half Yearly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Principal Emerging Bluechip Fund Direct IDCW Half Yearly from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Principal Emerging Bluechip Fund Direct IDCW Half Yearly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Principal Emerging Bluechip Fund Direct IDCW Half Yearly provide?

The Principal Emerging Bluechip Fund Direct IDCW Half Yearly has been there from 02 Jan 2013 and the average annual returns provided by this fund is 40.44% since its inception.

How much expense ratio is charged by Principal Emerging Bluechip Fund Direct IDCW Half Yearly?

The term Expense Ratio used for Principal Emerging Bluechip Fund Direct IDCW Half Yearly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Principal Emerging Bluechip Fund Direct IDCW Half Yearly is 0.92% as of 19 May 2022...

What is the AUM of Principal Emerging Bluechip Fund Direct IDCW Half Yearly?

The AUM, short for Assets Under Management of Principal Emerging Bluechip Fund Direct IDCW Half Yearly is ₹3,124.32Cr as of 19 May 2022.

How to Redeem Principal Emerging Bluechip Fund Direct IDCW Half Yearly?

If you want to sell your Principal Emerging Bluechip Fund Direct IDCW Half Yearly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Principal Emerging Bluechip Fund Direct IDCW Half Yearly?

You can select either SIP or Lumpsum investment of Principal Emerging Bluechip Fund Direct IDCW Half Yearly based on your investment objective and risk tolerance.

What is the NAV of Principal Emerging Bluechip Fund Direct IDCW Half Yearly?

The NAV of Principal Emerging Bluechip Fund Direct IDCW Half Yearly is ₹138.32 as of 31 Dec 2021.

What is the PE and PB ratio of Principal Emerging Bluechip Fund Direct IDCW Half Yearly?

The PE ratio ratio of Principal Emerging Bluechip Fund Direct IDCW Half Yearly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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