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SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > PRINCIPAL Mutual Fund > Principal Emerging Bluechip Fund - Direct Plan (G)

Principal Emerging Bluechip Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
119.980 0.56 (0.47%)

NAV as on 17 Jan, 2018

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 Sep 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 17 Jan, 2018)

Period Returns (%) Rank #
1 mth 4.8 88
3 mth 7.5 114
6 mth 17.5 18
1 year 45.3 11
2 year 35.6 8
3 year 21.3 9
5 year 28.3 1

# Moneycontrol Rank within 261 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 18.0 4.1 6.1 11.7 49.4
2016 -5.8 12.0 12.5 -9.0 11.3
2015 6.3 -1.5 -2.9 2.3 7.0
2014 11.3 27.5 9.8 15.2 80.5
2013 -10.1 -0.1 -4.8 18.4 4.4

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 4.8 7.5 17.5 45.3 35.6 21.3 28.3
Category avg 3.6 7.1 10.7 27.6 21.3 10.4 10.3
Difference of Fund returns and Category returns 1.2 0.4 6.8 17.7 14.3 10.9 18.0
Best of category 9.1 18.6 25.6 59.6 46.3 24.2 28.3
Worst of category -8.8 -7.7 -11.5 -7.6 -0.1 2.8 1.4
Benchmark returns # 4.8 11.8 15.8 37.6 32.2 17.8 19.7
Difference of Fund returns and Benchmark returns 0.0 -4.3 1.7 7.7 3.4 3.5 8.6
Principal Emerging Bluechip Fund - Direct Plan (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)
# Benchmark Index: NIFTY MIDCAP 100

Investment Info

Investment Objective

The primary objective of the scheme is to achieve long-term capital appreciation by investing in equity and equity related instruments of Mid Cap and Small Cap companies.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 197.37 (Dec-31-2017)
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 (%)
HDFC Equity Fund (G) Rank 3
15,459.56 13.3 13.0 34.7 12.0 17.5
Motilal Focused Multicap 35 -RP (G) Rank 1
6,232.97 5.3 11.8 38.6 20.4 --
ICICI Pru Value Discovery Fund (G) Rank 5
14,465.29 7.5 10.0 22.3 10.5 20.4
Motilal Focused Multicap 35 -DP (G) Rank 1
4,054.76 5.6 12.3 39.9 21.5 --
Franklin India Prima Plus (G) Rank 3
9,740.04 7.3 10.0 29.1 12.4 18.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 17)

Equity Sector Value
(Rs cr)
Asset %
Eicher Motors Automotive 39.71 2.64
Britannia Food & Beverage 36.55 2.43
IndusInd Bank Banking/Finance 29.57 1.97
IGL Oil & Gas 27.24 1.81
AIA Engineering Engineering 26.78 1.78
ICICI Bank Banking/Finance 25.74 1.71
Petronet LNG Oil & Gas 25.56 1.70
HPCL Oil & Gas 22.54 1.50
SBI Banking/Finance 22.51 1.50
MRF Automotive 22.22 1.48

Full Portfolio

Sector Allocation (Nov 30, 17)

Sector %

1-Year

HighLow

Banking/Finance 17.36 16.40 16.40
Manufacturing 8.55 6.10 6.10
Automotive 8.36 9.40 9.40
Chemicals 7.81 8.95 8.95
Oil & Gas 6.90 9.03 9.03
Engineering 6.78 8.47 8.47

View All Sectors

Asset Allocation (%)(Nov 30, 17)

Equity 94.49
Others 0.43
Debt 0.00
Mutual Funds 0.46
Money Market 0.00
Cash / Call 4.62

View All

Concentration

Holdings (%)
Top 5 10.63
Top 10 18.52
Sector (%)
Top 3 34.27

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