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 1.35 -12.50 -10.99 -0.49 6.83 21.35
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty LargeMidcap 250 Index 2.57 -13.47 -17.15 N/A N/A -4.33
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 -10.99 -0.49 6.83 2.18 1,822.03
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 -10.23 2.17 10.99 1.81 8,838.98
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 -10.79 0.36 8.10 1.97 4,845.74
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 -13.34 -0.83 6.17 1.96 4,439.07
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 -16.77 -4.14 3.52 2.05 3,901.91
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 -11.34 0.27 6.26 2.10 2,980.18

Fund Holdings as on 30-April-2020

  • HDFC Bank Ltd.

  • Reliance Industries Ltd.

  • ICICI Bank Ltd.

  • Divi's Laboratories Ltd.

  • Infosys Ltd.

  • Kotak Mahindra Bank Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Navin Fluorine International Ltd.

  • Dixon Technologies (India) Ltd.

  • Tata Consultancy Services Ltd.

  • AIA Engineering Ltd.

  • Indraprastha Gas Ltd.

  • TREPS 04-May-2020

  • Jubilant Foodworks Ltd.

  • MRF Ltd.

  • Atul Ltd.

  • Dr. Lal Path labs Ltd.

  • Bata India Ltd.

  • Fine Organic Industries Ltd.

  • Hindustan Unilever Ltd.

  • Bajaj Finserv Ltd.

  • Voltas Ltd.

  • Shree Cement Ltd.

  • Exide Industries Ltd.

  • Max Financial Services Ltd.

  • TCI Express Ltd.

  • Avenue Supermarts Ltd.

  • Ultratech Cement Ltd.

  • Axis Bank Ltd.

  • Tata Consumer Products Ltd.

  • Bajaj Finance Ltd.

  • Gujarat State Petronet Ltd.

  • Relaxo Footwears Ltd.

  • SRF Ltd.

  • Maruti Suzuki India Ltd.

  • Varun Beverages Ltd.

  • Natco Pharma Ltd.

  • Astral Poly Technik Ltd.

  • Balkrishna Industries Ltd.

  • Bharti Airtel Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Larsen & Toubro Ltd.

  • Whirlpool of India Ltd.

  • Sun TV Network Ltd.

  • Page Industries Ltd.

  • Indian Railway Catering & Tourism Corporation Ltd.

  • Mold-Tek Packaging Ltd.

  • Rites Ltd.

  • Jindal Steel & Power Ltd.

  • Sundram Fasteners Ltd.

  • SKF India Ltd.

  • SBI Life Insurance Company Ltd.

  • Kajaria Ceramics Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • City Union Bank Ltd.

  • SBI Cards & Payment Services Ltd.

  • State Bank of India

  • PVR Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • The Federal Bank Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • 91 DAY T-BILL 11-Jun-2020

  • Net Receivable / Payable

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Chemicals

  • Refineries

  • IT - Software

  • Retailing

  • Consumer Food

  • Cement & Construction Materials

  • Tyres & Allied

  • Hospital & Healthcare Services

  • Finance - NBFC

  • Consumer Durables - Electronics

  • Engineering - Industrial Equipments

  • Industrial Gases & Fuels

  • Plastic Products

  • Miscellaneous

  • Household & Personal Products

  • Finance - Investment

  • Air Conditioners

  • Batteries

  • Finance - Others

  • Logistics

  • Tea/Coffee

  • Footwear

  • Gas Transmission/Marketing

  • Diversified

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Consumer Durables - Domestic Appliances

  • TV Broadcasting & Software Production

  • Travel Services

  • Textile

  • Engineering

  • Steel/Sponge Iron/Pig Iron

  • Trading

  • Insurance

  • Bearings

  • Ceramics/Marble/Granite/Sanitaryware

  • Bank - Public

  • Film Production, Distribution & Entertainment

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Fund Manager

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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 ₹1,822.03 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 up ₹0.51(0.54%)yesterday to ₹94.2.

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