Principal Emerging Bluechip Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Large & Mid-Cap
Benchmark Type
Nifty Midcap 100 Index
Scheme AUM (in Crs.)
₹ 2020.9
Expense Ratio
1.25%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 6940
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
105.68
(0.71 %)
NAV as on 2019-01-15
Returns
Fund
Principal Emerging Bluechip Fund Direct Plan
1 Year
-11.51%
3 Year
17.21%
5 Year
24.34%
AMC Details
amc launch date
Launch Date
25 Nov 1994
amc sponsor
Sponsor
NA
amc email
Email
customer@principalindia.com
amc phone
Phone
022 - 67720555
amc address
Address
Exchange Plaza, 2nd Floor,,National Stock Exchange Building,Bandra Kurla Complex,,Bandra East, Mumbai - 400051
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,802
Portfolio Value
-198
Total Returns