Principal Emerging Bluechip Fund IDCW Half Yearly

Equity
Large & MidCap
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 & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns38.9%21.9%19.2%24.8%
Category average5.7%20.2%11.5%NA
Rank with in category1353NA
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: 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 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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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
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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