Principal Emerging Bluechip Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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Fund Objective

The primary objective of the Scheme is to achieve long-term capital appreciation y 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 - Direct Plan - Growth Option 2.01 8.70 5.92 2.01 11.37 17.25
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty LargeMidcap 250 Index 1.70 7.93 2.05 1.06 N/A 1.80
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 - Direct Plan - Growth Option Jan 01, 2013 5.92 2.01 11.37 1.00 2,119.37
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jan 01, 2013 8.82 7.33 14.94 0.79 11,466.25
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 8.96 5.00 11.98 0.76 5,987.35
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 -1.53 1.76 9.82 1.08 4,838.31
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 2.16 -0.42 8.66 0.96 4,389.59
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 5.91 4.69 10.78 0.82 3,757

Fund Holdings as on 30-September-2020

  • Reliance Industries Ltd.

  • TREPS 01-Oct-2020

  • HDFC Bank Ltd.

  • Infosys Ltd.

  • Dixon Technologies (India) Ltd.

  • Divi's Laboratories Ltd.

  • ICICI Bank Ltd.

  • Jubilant Foodworks Ltd.

  • AIA Engineering Ltd.

  • Tata Consultancy Services Ltd.

  • Navin Fluorine International Ltd.

  • Balkrishna Industries Ltd.

  • Bajaj Finance Ltd.

  • Atul Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Fine Organic Industries Ltd.

  • Max Financial Services Ltd.

  • Maruti Suzuki India Ltd.

  • Natco Pharma Ltd.

  • Dr. Lal Path labs Ltd.

  • Kotak Mahindra Bank Ltd.

  • IPCA Laboratories Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • TCI Express Ltd.

  • Ultratech Cement Ltd.

  • Rossari Biotech Ltd.

  • Shree Cement Ltd.

  • Avenue Supermarts Ltd.

  • MRF Ltd.

  • Bajaj Finserv Ltd.

  • Voltas Ltd.

  • Tata Consumer Products Ltd.

  • Astral Poly Technik Ltd.

  • PI Industries Ltd.

  • Gujarat State Petronet Ltd.

  • Housing Development Finance Corporation Ltd.

  • Varun Beverages Ltd.

  • Exide Industries Ltd.

  • Relaxo Footwears Ltd.

  • Mold-Tek Packaging Ltd.

  • Axis Bank Ltd.

  • HCL Technologies Ltd.

  • Page Industries Ltd.

  • Bata India Ltd.

  • Sun TV Network Ltd.

  • SKF India Ltd.

  • Hindustan Unilever Ltd.

  • SRF Ltd.

  • Bharti Airtel Ltd.

  • Larsen & Toubro Ltd.

  • Mphasis Ltd.

  • SBI Life Insurance Company Ltd.

  • Muthoot Finance Ltd.

  • Kajaria Ceramics Ltd.

  • City Union Bank Ltd.

  • Sundram Fasteners Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Hero MotoCorp Ltd.

  • CEAT Ltd.

  • Whirlpool of India Ltd.

  • The Federal Bank Ltd.

  • 182 DAY T-BILL 12-Nov-2020

  • Computer Age Management Services Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Chemcon Speciality Chemicals Ltd.

  • Net Receivable / Payable

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • IT - Software

  • Chemicals

  • Refineries

  • Miscellaneous

  • Consumer Food

  • Finance - NBFC

  • Tyres & Allied

  • Consumer Durables - Electronics

  • Retailing

  • Cement & Construction Materials

  • Plastic Products

  • Engineering - Industrial Equipments

  • Finance - Others

  • Automobiles - Passenger Cars

  • Hospital & Healthcare Services

  • Logistics

  • Finance - Investment

  • Air Conditioners

  • Pesticides & Agrochemicals

  • Gas Transmission/Marketing

  • Finance - Housing

  • Batteries

  • Footwear

  • Textile

  • TV Broadcasting & Software Production

  • Bearings

  • Household & Personal Products

  • Diversified

  • Telecommunication - Service Provider

  • Engineering - Construction

  • Insurance

  • Ceramics/Marble/Granite/Sanitaryware

  • Trading

  • Automobile Two & Three Wheelers

  • Consumer Durables - Domestic Appliances

  • BPO/ITeS

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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 01-Jan-2013 and currently has an AUM of ₹2,119.37 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 ₹-0.27(-0.23%)yesterday to ₹118.74.

Among its top 3 holdings the fund has exposure to Reliance Industries 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