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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
Expense Ratio	0.92%
Min subscription	₹ 1,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 3,124
AMC AUM (in Crs.)	₹ 7,091
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Principal Emerging Bluechip - Direct Plan	1000	1000	14.16%
Canara Robeco Emerging Equities - Direct Plan	0	1000	19.7%

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(%)
Treps 01-Dec-2021	Cash - Repurchase Agreement	7
ICICI Bank Ltd	Equity	4
HDFC Bank Ltd	Equity	4
Infosys Ltd	Equity	4
Reliance Industries Ltd	Equity	3
Dixon Technologies (India) Ltd	Equity	3
Bajaj Finance Ltd	Equity	3
TCI Express Ltd	Equity	2
Sona BLW Precision Forgings Ltd	Equity	2
Housing Development Finance Corp Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	94
Cash - Repurchase Agreement	7
Cash	0
Bond - Gov't Treasury	0

Sector Allocation(%)

Sector	Percent
Financial Services	25
Consumer Cyclical	13
Industrials	13
Technology	12
Basic Materials	10

Fund Manager

Ravi Gopalakrishnan

2+ years of experience

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.

customer@principalindia.com

Phone

022 - 67720555

Address

Exchange Plaza, 2nd Floor,,National Stock Exchange Building,Bandra Kurla Complex,,Bandra East, Mumbai - 400051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m