Principal Emerging Bluechip Fund - Direct Plan
The Principal Emerging Bluechip Fund is an open-ended equity fund with a midcap bias. The fund primarily seeks to provide its investors with long-term capital appreciation through investments in equity stocks of midcap and large-cap companies. The fund invests primarily in midcap stocks with a focus on growth rather than value. The fund manager follows a conservative approach to investing and invests in companies that have consistently displayed strong growth potential and sustainable business practices. This fund is suitable for investors that have a long investment horizon of 3 years or more and have a high appetite for risk
Fund Info
| Scheme Class | Equity |
| Scheme Category | Large & Mid- Cap |
| Benchmark Type | Nifty Midcap 100 Index |
| Expense Ratio | 0.52% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 2,192 |
| AMC AUM (in Crs.) | ₹ 7,091 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 10.09% | |
| 1000 | 1000 | 10.61% | |
| 0 | 1000 | 12.68% | |
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Portfolio Info
The Principal Emerging Bluechip Fund invests heavily in the midcap segment of the capital markets with an asset allocation of approximately 45%. The fund also invests in large-cap stocks to the tune of approximately 40%. The Principal Emerging Bluechip Fund is a highly diversified fund that invests across market sectors, the fund presently invests in the Finance, Engineering, FMCG and Service sectors of the Indian economy.
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 5 |
| ICICI Bank Ltd | Equity | 3 |
| Treps 02-Apr-2019 | Cash - Repurchase Agreement | 3 |
| Reliance Industries Ltd | Equity | 3 |
| Bajaj Finance Ltd | Equity | 2 |
| Kotak Mahindra Bank Ltd | Equity | 2 |
| Britannia Industries Ltd | Equity | 2 |
| AIA Engineering Ltd | Equity | 2 |
| Tata Consultancy Services Ltd | Equity | 2 |
| Torrent Pharmaceuticals Ltd | Equity | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 97 |
| Cash - Repurchase Agreement | 3 |
| Mutual Fund - Open End | 0 |
| Cash | 0 |
| Bond - Gov't Treasury | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 18 |
| Diversified Industrials | 7 |
| Information Technology Services | 6 |
| Credit Services | 6 |
| Oil & Gas Refining & Marketing | 4 |
Principal Mutual Fund
AUM
₹7,091 Cr
Principal Mutual Fund
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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