Principal Emerging Bluechip - 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 | S&P BSE 200 India TR INR |
| Expense Ratio | 0.94% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 2,260 |
| 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 | 11.54% | |
| 1000 | 1000 | 12.73% | |
| 0 | 1000 | 15.2% |
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 | 6 |
| ICICI Bank Ltd | Equity | 4 |
| Reliance Industries Ltd | Equity | 3 |
| Kotak Mahindra Bank Ltd | Equity | 3 |
| Bajaj Finserv Ltd | Equity | 2 |
| Britannia Industries Ltd | Equity | 2 |
| Bajaj Finance Ltd | Equity | 2 |
| AIA Engineering Ltd | Equity | 2 |
| Axis Bank Ltd | Equity | 2 |
| Fine Organic Industries Ltd Ordinary Shares | Equity | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 99 |
| Cash - Repurchase Agreement | 2 |
| Cash | 1 |
| Bond - Gov't Treasury | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 28 |
| Consumer Cyclical | 14 |
| Basic Materials | 14 |
| Industrials | 10 |
| Technology | 8 |
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.
Suitability
This product is suitable for investors who are seeking• Long term Capital Growth • Investment in equity & equity related securities including equity derivatives of mid & small capitalization Companies.
Principal Mutual Fund
AUM₹7,091 Cr
About
Principal Mutual Fund was established in 1994 and is one of the oldest AMCs in the country. The AMC has over 4 lakh customers and more than 20,000 distributors across the country. What is unique about this asset management company is that they are committed to provide financial to retail investors and institutions alike.##With a financial legacy of more than 130 years, their global expertise proves to be an asset for taking adequate market decisions.##The AMC provides a wide range of products, ranging from equity, debt and hybrid. The schemes invest in diverse portfolios and aim to generate subsequent returns. They believe in delivering superior risk adjusted returns to clients and believe in carrying out business in a safe and transparent manner, maintaining a high level of trust and integrity among clients.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m