Principal Emerging Bluechip Fund Dividend Half Yearly+1.48%

4
-15.50%
1 Year Return
Equity
Large & Mid Cap
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Principal Emerging Bluechip Fund Dividend Half Yearly

RiskModerately High
Min SIP Amount₹100
Expense Ratio2.18%
NAV34.37 (28 May 2020)
Fund Started12 Nov 2008
Fund Size1,822 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Principal Emerging Bluechip Fund Dividend Half Yearly
-15.5%
-1.6%
5.7%
20.8%
Category Average
-17.3%
-4.4%
2.1%
-
Rank within category
10
9
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 -15.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity5.7%
    Reliance Industries Ltd.EnergyEquity4.8%
    ICICI Bank Ltd.FinancialEquity4.8%
    Divi's Laboratories Ltd.HealthcareEquity3.1%
    Infosys Ltd.TechnologyEquity3.0%
    Kotak Mahindra Bank Ltd.FinancialEquity2.7%
    Torrent Pharmaceuticals Ltd.HealthcareEquity2.6%
    Navin Fluorine International Ltd.ChemicalsEquity2.6%
    Dixon Technologies (India) Ltd.EngineeringEquity2.5%
    Tata Consultancy Services Ltd.TechnologyEquity2.5%
    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

    Principal Emerging Bluechip Fund Dividend Half Yearly Details

    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 ₹1,822 Cr and the Latest NAV as of 28 May 2020 is ₹34.37.

    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

    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)

    ₹300
    Min for First Investment
    ₹300
    Min for Second Investment
    For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
    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
    25 Nov 1994
    Principal Mutual Fund
    Asset Management Company
    Custodian
    Citibank 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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