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Principal Emerging Bluechip Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
98.020 1.12 (1.13%)

NAV as on 23 Jun, 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 Mar 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 Jun, 2017)

Period Returns (%) Rank #
1 mth 3.7 39
3 mth 7.2 102
6 mth 27.5 22
1 year 35.2 10
2 year 18.5 21
3 year 25.5 7
5 year - -

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 18.0 - - - -
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 3.7 7.2 27.5 35.2 18.5 25.5 --
Category avg 2.1 6.7 18.9 20.6 10.3 10.9 10.2
Difference of Fund returns and Category returns 1.6 0.5 8.6 14.6 8.2 14.6 --
Best of category 7.5 16.9 37.8 40.9 25.4 41.3 28.7
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 1.5 4.7 25.6 31.4 16.2 18.4 20.0
Difference of Fund returns and Benchmark returns 2.2 2.5 1.9 3.8 2.3 7.1 --
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) 81.66 (Mar-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 - Direct (G) Rank 4
3,971.06 8.3 22.9 26.7 12.7 --
Franklin India Prima Plus (G) Rank 3
8,479.15 3.6 19.0 15.3 17.0 20.2
Franklin (I) Prima Plus -Direct (G) Rank 3
1,704.47 3.9 19.7 16.6 18.3 --
ICICI Pru Value Discovery - DP (G) Rank 3
2,126.45 2.4 14.6 14.7 16.0 --
HDFC Equity Fund (G) Not Ranked
13,046.69 8.1 22.4 25.6 11.8 17.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Eicher Motors Automotive 33.78 3.33
Britannia Food & Beverage 25.75 2.54
IndusInd Bank Banking/Finance 25.01 2.47
ICICI Bank Banking/Finance 22.39 2.21
HPCL Oil & Gas 22.35 2.20
AIA Engineering Engineering 19.87 1.96
MRF Automotive 19.83 1.95
Shree Cements Cement 19.45 1.92
Natco Pharma Pharmaceuticals 18.82 1.86
Petronet LNG Oil & Gas 17.55 1.73

Full Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 20.25 0.00 0.00
Automotive 8.95 0.00 0.00
Cement 8.73 0.00 0.00
Chemicals 8.37 0.00 0.00
Oil & Gas 7.63 0.00 0.00
Engineering 6.98 0.00 0.00

View All Sectors

Asset Allocation (%)(May 31, 17)

Equity 95.99
Others 0.66
Debt 0.00
Mutual Funds 0.66
Money Market 0.00
Cash / Call 2.69

View All

Concentration

Holdings (%)
Top 5 12.75
Top 10 22.17
Sector (%)
Top 3 37.93

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