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 Type
Open-ended
Scheme Category
Large & Mid- Cap
Benchmark Type
Nifty Midcap 100 Index
Scheme AUM (in Crs.)
₹ 2006.21
Expense Ratio
0.65%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 6940
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Large & Mid- Cap |
| Benchmark Type | Nifty Midcap 100 Index |
| Scheme AUM (in Crs.) | ₹ 2006.21 |
| Expense Ratio | 0.65% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 6940 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
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(%)
Britannia Industries Ltd.
Equity
2.71
Eicher Motors Ltd.
Equity
2.67
AIA Engineering Ltd.
Equity
1.94
Bajaj Finance Ltd.
Equity
1.84
Exide Industries Ltd.
Equity
1.76
Indusind Bank Ltd.
Equity
1.71
HDFC Bank Ltd.
Equity
1.68
Kotak Mahindra Bank Ltd.
Equity
1.63
ICICI Bank Ltd.
Equity
1.62
Infosys Ltd.
Equity
1.60
Sector Allocation(%)
Sector
Percent
Services
9.18
FMCG
8.18
Automobile
8.02
Financial
19.91
Engineering
10.79
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
₹6,940 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.
Launch Date
25 Nov 1994
Sponsor
NA
Email
customer@principalindia.com
Phone
022 - 67720555
Address
Exchange Plaza, 2nd Floor,,National Stock Exchange Building,Bandra Kurla Complex,,Bandra East, Mumbai - 400051
Principal Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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