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 -2.48 2.75 46.34 22.98 20.01 21.70
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
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 46.34 22.98 20.01 0.90 3,200.10
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth Jan 01, 2013 46.08 26.38 23.16 0.68 21,634.68
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 42.68 23.82 21.50 0.63 11,773.97
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 34.62 20.87 18.10 0.62 8,206.33
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 38.17 20.30 17.34 0.93 6,969.07
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 43.76 21.49 17.24 1.05 6,200.62

Fund Holdings as on 31-October-2021

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Infosys Ltd.

  • TREPS 01-Nov-2021

  • Reliance Industries Ltd.

  • Dixon Technologies (India) Ltd.

  • Bajaj Finance Ltd.

  • Housing Development Finance Corporation Ltd.

  • Mphasis Ltd.

  • Bajaj Finserv Ltd.

  • TCI Express Ltd.

  • Tata Motors Ltd.

  • Divi's Laboratories Ltd.

  • Larsen & Toubro Ltd.

  • Avenue Supermarts Ltd.

  • Sona Blw Precision Forgings Ltd.

  • Mold-Tek Packaging Ltd.

  • BEML Ltd.

  • Canara Bank

  • Max Financial Services Ltd.

  • Axis Bank Ltd.

  • Navin Fluorine International Ltd.

  • Relaxo Footwears Ltd.

  • Polycab India Ltd.

  • Atul Ltd.

  • Indian Bank

  • Godrej Properties Ltd.

  • Tata Consultancy Services Ltd.

  • IndusInd Bank Ltd.

  • SKF India Ltd.

  • Tata Power Company Ltd.

  • Bank of Baroda

  • Hindalco Industries Ltd.

  • Fortis Healthcare Ltd.

  • Shree Cement Ltd.

  • SRF Ltd.

  • Tata Steel Ltd.

  • Astral Limited

  • L&T Finance Holdings Ltd.

  • Ultratech Cement Ltd.

  • Motherson Sumi Systems Ltd.

  • Wipro Ltd.

  • State Bank of India

  • Bharti Airtel Ltd.

  • Gujarat Gas Ltd.

  • Rossari Biotech Ltd.

  • Maruti Suzuki India Ltd.

  • Ashok Leyland Ltd.

  • Varun Beverages Ltd.

  • Natco Pharma Ltd.

  • Jubilant Foodworks Ltd.

  • Laurus Labs Ltd.

  • IPCA Laboratories Ltd.

  • Gujarat State Petronet Ltd.

  • Kajaria Ceramics Ltd.

  • Sundram Fasteners Ltd.

  • Balkrishna Industries Ltd.

  • Minda Industries Ltd.

  • PI Industries Ltd.

  • Indraprastha Gas Ltd.

  • Hindustan Unilever Ltd.

  • Bharat Petroleum Corporation Ltd.

  • AIA Engineering Ltd.

  • Mold-Tek Packaging Ltd.

  • Bharti Airtel Ltd.

  • 91 DAY T-BILL 06-Jan-2022

  • Net Receivable / Payable

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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 ₹3,200.10 crore. Principal Emerging Bluechip Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty LargeMidcap 250 Index - TRI as secondary index.

The NAV of Principal Emerging Bluechip Fund ended down ₹-2.87(-1.45%)yesterday to ₹194.67.

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

The Principal Emerging Bluechip Fund is managed by Ravi Gopalakrishnan .

Fund House Contact

Level 7, Parinee Crescenzo, Plot no C-38/39, G Block, Bandra Kurla Complex, Bandra(East) Mumbai - 400 051

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