Principal Emerging Bluechip Fund IDCW Half Yearly

Equity
Large & Mid Cap
Very High Risk
Payout
21.93%
3Y annualised
+1.12% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Dec 2021₹62.87
Min. SIP amountNot Supported
Rating4
Fund size₹3,124.32Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns38.9%21.9%19.2%24.8%
Category average27.6%19.6%21.1%NA
Rank with in category1353NA
Understand terms

Holdings (65)

NameSectorInstrumentAssets
FinancialEquity4.44%
FinancialEquity4.06%
TechnologyEquity3.98%
EnergyEquity3.04%
EngineeringEquity3.01%
FinancialEquity2.53%
ServicesEquity2.34%
AutomobileEquity2.24%
FinancialEquity2.17%
EngineeringEquity2.13%
FinancialEquity2.09%
ConstructionEquity2.07%
TechnologyEquity2.04%
ServicesEquity2.01%
AutomobileEquity1.99%
HealthcareEquity1.98%
ChemicalsEquity1.89%
ChemicalsEquity1.68%
EngineeringEquity1.67%
FinancialEquity1.66%
FinancialEquity1.62%
HealthcareEquity1.57%
TechnologyEquity1.54%
FMCGEquity1.52%
FinancialEquity1.49%
EngineeringEquity1.42%
ChemicalsEquity1.42%
EnergyEquity1.41%
ConstructionEquity1.34%
AutomobileEquity1.26%
FinancialEquity1.25%
MetalsEquity1.23%
ConstructionEquity1.23%
ConstructionEquity1.22%
FinancialEquity1.22%
ChemicalsEquity1.21%
EnergyEquity1.20%
TechnologyEquity1.20%
CommunicationEquity1.20%
AutomobileEquity1.16%
FinancialEquity1.15%
HealthcareEquity1.08%
FinancialEquity1.07%
MetalsEquity1.06%
AutomobileEquity1.04%
FMCGEquity1.03%
ServicesEquity1.01%
HealthcareEquity1.00%
DiversifiedEquity0.96%
HealthcareEquity0.96%
ChemicalsEquity0.95%
EngineeringEquity0.92%
AutomobileEquity0.90%
EnergyEquity0.78%
ConstructionEquity0.72%
FinancialEquity0.56%
FMCGEquity0.55%
AutomobileEquity0.53%
EnergyEquity0.50%
MetalsEquity0.39%
EnergyEquity0.30%
ServicesEquity0.23%
ChemicalsEquity0.15%
CommunicationPPE0.05%
Reserve Bank of India
FinancialT-Bills0.02%
See All

Expense ratio, exit load and tax

Expense ratio: 2.01%

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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
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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