Principal Emerging Bluechip Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of large cap & midcap companies.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Principal Emerging Bluechip Fund - Growth Option 3.78 7.29 11.71 11.69 10.60 24.02
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty LargeMidcap 250 Index 4.17 9.71 9.11 N/A N/A 4.32
Nifty LargeMidcap 250 Index - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Principal Emerging Bluechip Fund - Growth Option Nov 12, 2008 11.71 11.69 10.60 2.08 2,116.80
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 18.75 16.72 15.19 2.02 9,516.48
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 15.96 11.51 10.40 1.95 5,588.64
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 12.26 13.38 11.33 1.99 5,339.34
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 Unrated 13.53 9.15 8.32 2.00 4,951.98
ICICI Prudential Large & Mid Cap Fund - Growth Jul 09, 1998 Unrated 9.83 8.37 6.77 2.13 3,242.09

Fund Holdings as on 31-December-2019

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Reliance Industries Ltd.

  • TREPS 01-Jan-2020

  • Kotak Mahindra Bank Ltd.

  • Bajaj Finserv Ltd.

  • Bajaj Finance Ltd.

  • Infosys Ltd.

  • Axis Bank Ltd.

  • AIA Engineering Ltd.

  • Divi's Laboratories Ltd.

  • Navin Fluorine International Ltd.

  • Max Financial Services Ltd.

  • Britannia Industries Ltd.

  • Bata India Ltd.

  • Fine Organic Industries Ltd.

  • MRF Ltd.

  • Indraprastha Gas Ltd.

  • Jubilant Foodworks Ltd.

  • Tata Consultancy Services Ltd.

  • Voltas Ltd.

  • SRF Ltd.

  • Dixon Technologies (India) Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Exide Industries Ltd.

  • Maruti Suzuki India Ltd.

  • City Union Bank Ltd.

  • Dr. Lal Path labs Ltd.

  • The Federal Bank Ltd.

  • Ultratech Cement Ltd.

  • Jindal Steel & Power Ltd.

  • Atul Ltd.

  • Hindustan Unilever Ltd.

  • Gujarat State Petronet Ltd.

  • Container Corporation of India Ltd.

  • Sundram Fasteners Ltd.

  • Mold-Tek Packaging Ltd.

  • State Bank of India

  • Indian Railway Catering & Tourism Corporation Ltd.

  • SKF India Ltd.

  • TCI Express Ltd.

  • Astral Poly Technik Ltd.

  • Natco Pharma Ltd.

  • PVR Ltd.

  • SBI Life Insurance Company Ltd.

  • ITC Ltd.

  • Varun Beverages Ltd.

  • The Indian Hotels Company Ltd.

  • Shree Cement Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Sun TV Network Ltd.

  • Larsen & Toubro Ltd.

  • CESC Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Havells India Ltd.

  • Relaxo Footwears Ltd.

  • Zee Entertainment Enterprises Ltd.

  • Dalmia Bharat Ltd.

  • Balkrishna Industries Ltd.

  • Kajaria Ceramics Ltd.

  • Ashok Leyland Ltd.

  • Avenue Supermarts Ltd.

  • NOCIL Ltd.

  • Ircon International Ltd.

  • Bajaj Electricals Ltd.

  • 364 DAY T-BILL 09-Jan-2020

  • Aditya Birla Fashion and Retail Ltd.

  • Whirlpool of India Ltd.

  • Net Receivable / Payable

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  • Hospital & Healthcare Services

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  • Plastic Products

  • Engineering - Industrial Equipments

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  • Industrial Gases & Fuels

  • Diversified

  • Air Conditioners

  • Consumer Durables - Electronics

  • Batteries

  • TV Broadcasting & Software Production

  • Automobiles - Passenger Cars

  • Steel/Sponge Iron/Pig Iron

  • Gas Transmission/Marketing

  • Household & Personal Products

  • Trading

  • Bank - Public

  • Bearings

  • Travel Services

  • Engineering - Construction

  • Film Production, Distribution & Entertainment

  • Cigarettes/Tobacco

  • Insurance

  • Hotel, Resort & Restaurants

  • Power Generation/Distribution

  • Electric Equipment

  • Footwear

  • Ceramics/Marble/Granite/Sanitaryware

  • Automobiles-Trucks/Lcv

  • Consumer Durables - Domestic Appliances

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About Principal Emerging Bluechip Fund

Scheme Analysis

Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap Fund fund and belongs to Principal Mutual Fund. It was launched on 12-Nov-2008 and currently has an AUM of ₹2,116.80 crore. Principal Emerging Bluechip Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty LargeMidcap 250 Index as primary index and Nifty LargeMidcap 250 Index - TRI as secondary index.

The NAV of Principal Emerging Bluechip Fund ended down ₹-0.13(-0.12%)yesterday to ₹111.17.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., and

The Principal Emerging Bluechip Fund is managed by Ravi Gopalakrishnan .

Fund House Contact

Exchange Plaza, Ground Floor, B Wing, NSE Building, Bandra Kurla Complex, Bandra(East) Mumbai - 400 051

+91 (22) 67720555
+91 (22) 67720512

Fund Manager

  • Cash

  • Equity

  • SOV

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