Principal Emerging Bluechip Fund - Growth - Regular Plan

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  • Net Change on 22-01-2019

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 -1.12 3.97 -12.94 17.73 22.99 25.27
NIFTY 50 - TRI 1.61 6.83 1.03 15.28 12.90 13.55
Nifty LargeMidcap 250 Index -0.15 6.75 -9.36 N/A N/A 0.13
Nifty LargeMidcap 250 Index - TRI -0.14 6.91 -8.36 15.83 17.41 15.02

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

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Principal Emerging Bluechip Fund - Growth Option Nov 12, 2008 -12.94 17.73 22.99 2.12 2,054.33
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth Oct 21, 2008 -18.79 9.39 10.48 2.99 147.71
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Jun 14, 2007 -5.02 13.84 14.80 2.56 352.98
Quant Large & Mid Cap Fund - Growth Option Dec 11, 2006 -9.45 15.39 21.58 2.50 4.64
Sundaram Large and Midcap Growth Feb 27, 2007 -2.93 15.88 17.87 2.74 484.97
UTI - Core Equity Fund - Regular Plan - Growth Option May 20, 2009 -10.02 11.66 12.73 2.61 899.44

Fund Holdings as on 31-December-2018

  • HDFC Bank Ltd.

  • TREPS 01-Jan-2019

  • ICICI Bank Ltd.

  • Britannia Industries Ltd.

  • Bajaj Finance Ltd.

  • Reliance Industries Ltd.

  • AIA Engineering Ltd.

  • Tata Consultancy Services Ltd.

  • Maruti Suzuki India Ltd.

  • Exide Industries Ltd.

  • Kotak Mahindra Bank Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Bajaj Finserv Ltd.

  • L&T Technology Services Ltd.

  • Eicher Motors Ltd.

  • Infosys Ltd.

  • Shree Cement Ltd.

  • Divi's Laboratories Ltd.

  • MRF Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • Bata India Ltd.

  • Fine Organic Industries Ltd.

  • ITC Ltd.

  • State Bank of India

  • Navin Fluorine International Ltd.

  • Bharat Financial Inclusion Ltd.

  • Muthoot Finance Ltd.

  • Jubilant Foodworks Ltd.

  • Voltas Ltd.

  • SRF Ltd.

  • Container Corporation of India Ltd.

  • RBL Bank Ltd.

  • Indraprastha Gas Ltd.

  • Odisha Cement Ltd.

  • Cyient Ltd.

  • Petronet LNG Ltd.

  • The Indian Hotels Company Ltd.

  • Tata Chemicals Ltd.

  • Vijaya Bank

  • Atul Ltd.

  • IndusInd Bank Ltd.

  • City Union Bank Ltd.

  • The Federal Bank Ltd.

  • PVR Ltd.

  • GlaxoSmithKline Consumer Healthcare Ltd.

  • Larsen & Toubro Infotech Ltd.

  • Jindal Steel & Power Ltd.

  • Varun Beverages Ltd.

  • Biocon Ltd.

  • UPL Ltd.

  • Sun TV Network Ltd.

  • Havells India Ltd.

  • Vardhman Textiles Ltd.

  • Jubilant Life Sciences Ltd.

  • Schaeffler India Ltd.

  • Parag Milk Foods Ltd.

  • Bajaj Electricals Ltd.

  • Dixon Technologies (India) Ltd.

  • Natco Pharma Ltd.

  • Future Retail Ltd.

  • Sterlite Technologies Ltd.

  • Motherson Sumi Systems Ltd.

  • KEC International Ltd.

  • NOCIL Ltd.

  • Hindustan Zinc Ltd.

  • CESC Ltd.

  • TCI Express Ltd.

  • Birla Corporation Ltd.

  • Gujarat State Petronet Ltd.

  • Mold-Tek Packaging Ltd.

  • NBCC (India) Ltd.

  • Graphite India Ltd.

  • Security and Intelligence Services (I) Ltd.

  • Ramkrishna Forgings Ltd.

  • Ircon International Ltd.

  • Finolex Cables Ltd.

  • Amara Raja Batteries Ltd.

  • Orient Paper & Industries Ltd.

  • S. P. Apparels Ltd.

  • Principal Short Term Debt Fund- Direct Plan- Growth Option

  • Spencer's Retail Ltd.

  • Principal Cash Management Fund -Growth Option

  • CESC Ventures Ltd.

  • 91 DAY T-BILL 08-Feb-2019

  • PSP Projects Ltd.

  • Net Receivable / Payable

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  • Bank - Private

  • Chemicals

  • Consumer Food

  • Finance - NBFC

  • IT - Software

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Cement & Construction Materials

  • Bank - Public

  • Batteries

  • Retailing

  • Industrial Gases & Fuels

  • Refineries

  • Diversified

  • Engineering - Industrial Equipments

  • Automobiles - Passenger Cars

  • Cable

  • Construction - Real Estate

  • Engineering - Construction

  • Finance - Investment

  • Engineering

  • Automobile Two & Three Wheelers

  • Tyres & Allied

  • Cigarettes/Tobacco

  • Textile

  • Air Conditioners

  • Logistics

  • Hotel, Resort & Restaurants

  • Film Production, Distribution & Entertainment

  • Steel/Sponge Iron/Pig Iron

  • TV Broadcasting & Software Production

  • Pesticides & Agrochemicals

  • Electric Equipment

  • Bearings

  • Consumer Durables - Domestic Appliances

  • Consumer Durables - Electronics

  • Auto Ancillary

  • Metal - Non Ferrous

  • Power Generation/Distribution

  • Gas Transmission/Marketing

  • Plastic Products

  • Electrodes & Welding Equipment

  • Forgings

  • Paper & Paper Products

  • Unspecified

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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 ₹2,054.33 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 ₹-0.29(-0.29%)yesterday to ₹99.2.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., TREPS 01-Jan-2019 and ICICI Bank Ltd.

The Principal Emerging Bluechip Fund is managed by Dhimant Shah .

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

  • Education:B.Com., ACA
  • Experience:18 Years
  • Basic Details:Mr. Shah has more than 18 year’s of experience in stock market. Prior to joining Principal Mutual Fund, Mr. Shah was working as a Fund Manager in HSBC Asset Management (India) Private Ltd. He has also worked with Reliance Capital Asset Management Ltd. (PMS), ASK Raymond James Securities Pvt. Limited & IL&FS Asset Management Co. Pvt. Ltd (now known as UTI Asset Management Company Ltd).
  • Funds Managed:
  • Principal Dividend Yield Fund
  • Principal Emerging Bluechip Fund
  • Principal Focused Multicap Fund
  • Cash

  • Equity

  • MFU

  • Sovereign

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