Principal Emerging Bluechip Fund Growth-0.70%

4Groww
7.57%
1 Year Return
Equity
Large & Mid Cap
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Principal Emerging Bluechip Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.13%
NAV105.72 (06 Dec 2019)
Fund Started12 Nov 2008
Fund Size2,260 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Emerging Bluechip Fund Growth
7.6%
10.9%
10.5%
23.7%
Category Average
-1.6%
6.9%
8.8%
-
Rank within category
21
10
3
-
*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
    0
    with 7.6% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity6.0%
    ICICI Bank Ltd.FinancialEquity4.3%
    Reliance Industries Ltd.EnergyEquity3.3%
    Kotak Mahindra Bank Ltd.FinancialEquity2.8%
    Bajaj Finserv Ltd.FinancialEquity2.4%
    Britannia Industries Ltd.FMCGEquity2.4%
    Bajaj Finance Ltd.FinancialEquity2.2%
    AIA Engineering Ltd.MetalsEquity2.1%
    Axis Bank Ltd.FinancialEquity2.0%
    Infosys Ltd.TechnologyEquity2.0%
    See All

    Fund Managers

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

    Other Details

    Principal Emerging Bluechip Fund Growth is a Equity Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was introduced to investors on 12 Nov 2008. Dhimant Shah is the Current Fund Manager of Principal Emerging Bluechip Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹2,260 Cr and the Latest NAV as of 06 Dec 2019 is ₹105.72.

    The Principal Emerging Bluechip Fund Growth is rated Moderately 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

    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.

    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
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
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