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Principal Emerging Bluechip Fund (G)

PLAN: Regular OPTIONS: Growth
98.430 0.9 (0.92%)

NAV as on 23 Aug, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : PRINCIPAL Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Diversified Equity category by Crisil (for quarter ended Jun 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Benchmark Index:
 
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Returns (NAV as on 23 Aug, 2017)

Period Returns (%) Rank #
1 mth 0.2 41
3 mth 8.0 19
6 mth 15.3 21
1 year 23.7 21
2 year 17.1 25
3 year 22.3 10
5 year 28.1 1

# Moneycontrol Rank within 261 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 17.7 3.9 - - -
2016 -6.0 11.8 12.2 -9.2 10.3
2015 6.1 -1.7 -3.2 2.0 5.9
2014 11.1 27.3 9.7 15.0 79.4
2013 -9.4 -0.3 -4.9 18.2 4.8
2012 25.2 -0.4 11.7 8.8 55.7

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.2 8.0 15.3 23.7 17.1 22.3 28.1
Category avg -1.7 2.5 8.2 13.4 9.8 9.4 9.9
Difference of Fund returns and Category returns 1.9 5.5 7.1 10.3 7.3 12.9 18.2
Best of category 7.5 16.9 21.3 32.8 25.4 29.8 28.1
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # -2.4 2.5 9.2 18.6 19.3 17.2 19.8
Difference of Fund returns and Benchmark returns 2.6 5.5 6.1 5.1 -2.2 5.1 8.3
Principal Emerging Bluechip Fund (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)
# Benchmark Index: NIFTY MIDCAP 100

Investment Info

Investment Objective

To achieve long-term capital appreciation by investing in equity & equity related instruments of Mid Cap & Small Cap companies.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 20, 2008
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 876.14 (Jun-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Dhimant Shah
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office Principal Mutual Fund, Exchange Plaza, 'B' Wing, 2nd Floor, NSE Building, Bandra Kurla Complex, Bandra (E), Mumbai, 400 051
Tel. No. 022 - 2202 1111
Fax No. 91 22 2204 4990
Email customer@principalindia.com
Website http://www.principalindia.com/

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Equity Oppor -Direct (G) Rank 5
1,128.01 3.4 11.0 13.2 11.2 --
Reliance Equity Oppor - RP (G) Rank 5
8,797.25 3.2 10.6 12.3 10.4 16.8
Franklin (I) Prima Plus -Direct (G) Rank 3
1,895.25 4.9 9.0 14.5 16.4 --
HDFC Equity Fund - Direct (G) Rank 3
4,723.17 4.2 11.4 20.0 10.9 --
Franklin India Prima Plus (G) Rank 3
9,086.16 4.6 8.4 13.3 15.1 19.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Eicher Motors Automotive 36.39 3.18
Britannia Food & Beverage 29.76 2.60
IndusInd Bank Banking/Finance 28.29 2.47
ICICI Bank Banking/Finance 24.20 2.12
Bajaj Finance Banking/Finance 22.28 1.95
AIA Engineering Engineering 22.02 1.93
MRF Automotive 22.05 1.93
Navin Fluorine Chemicals 21.52 1.88
Shree Cements Cement 20.69 1.81
HPCL Oil & Gas 20.58 1.80

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 20.53 0.00 0.00
Automotive 9.53 0.00 0.00
Cement 9.08 0.00 0.00
Chemicals 8.77 0.00 0.00
Oil & Gas 7.18 0.00 0.00
Manufacturing 6.82 0.00 0.00

View All Sectors

Asset Allocation (%)(Jul 31, 17)

Equity 96.19
Others 0.08
Debt 0.00
Mutual Funds 1.03
Money Market 0.00
Cash / Call 2.70

View All

Concentration

Holdings (%)
Top 5 12.32
Top 10 21.67
Sector (%)
Top 3 39.14

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