| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.14% |
| NAV | ₹41.01 (10 Aug 2020) |
|---|---|
| Fund Started | 12 Nov 2008 |
| Fund Size | ₹1,918 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.8% |
| Reliance Industries Ltd. | Energy | Equity | 5.4% |
| ICICI Bank Ltd. | Financial | Equity | 4.0% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 3.0% |
| Infosys Ltd. | Technology | Equity | 3.0% |
| Bharti Airtel Ltd. | Communication | Equity | 2.9% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 2.9% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.6% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 2.5% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.4% |
Principal Emerging Bluechip Fund Dividend Half Yearly is a Equity Mutual Fund Scheme launched by PRINCIPAL Mutual Fund. This scheme was made available to investors on 12 Nov 2008. Dhimant Shah is the Current Fund Manager of Principal Emerging Bluechip Fund Dividend Half Yearly fund.The fund currently has an Asset Under Management(AUM) of ₹1,918 Cr and the Latest NAV as of 10 Aug 2020 is ₹41.01.
The Principal Emerging Bluechip Fund Dividend Half Yearly 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.