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Principal Emerging Bluechip Fund - Direct Plan (D)

52.310 0.17 (0.33%)

NAV as on 05 May, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : PRINCIPAL Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 05 May, 2015)

Period Returns (%) Rank #
1 mth -3.6 68
3 mth 2.6 42
6 mth 12.1 49
1 year 65.7 39
2 year 44.5 39
3 year - -
5 year - -

# Moneycontrol Rank within 119 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 6.3 - - - -
2014 11.3 27.5 9.8 15.2 -
2013 -10.1 -0.1 -4.8 18.3 4.4

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -3.6 2.6 12.1 65.7 44.5 -- --
Category avg -3.3 1.4 10.7 56.7 30.7 22.3 11.5
Difference of Fund returns and Category returns -0.3 1.2 1.4 9.0 13.8 -- --
Best of category 1.8 11.1 34.8 109.6 60.9 41.6 26.3
Worst of category -5.9 -2.5 -10.8 25.5 26.1 15.0 7.5
Benchmark returns # -5.4 -1.5 4.7 42.0 25.5 20.1 9.6
Difference of Fund returns and Benchmark returns 1.8 4.1 7.4 23.7 19.0 -- --
# Benchmark Index: CNX Midcap

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 Dividend
Launch date Jan 01, 2013
Benchmark CNX Midcap
Asset Size (Rs cr) 12.13 (Mar-31-2015)
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

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opportunities (G) Rank 3
8,957.92 2.4 10.0 55.6 32.0 22.3
IDFC Premier Equity - Regular (G) Rank 4
6,465.61 4.4 13.3 57.9 30.6 20.6
Sundaram Select Midcap -RP (G) Rank 4
4,636.60 0.9 12.5 61.1 32.1 19.1
UTI Mid Cap (G) Rank 2
3,860.75 3.1 8.6 70.2 37.3 21.1
Reliance Mid & Small Cap Fund (G) Rank 3
3,938.57 0.3 8.9 61.0 31.6 17.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Eicher Motors Automotive 0.46 3.77
Motherson Sumi Automotive 0.39 3.24
Aurobindo Pharm Pharmaceuticals 0.36 2.95
Amara Raja Batt Automotive 0.36 2.95
Sadbhav Engg Engineering 0.34 2.82
Yes Bank Banking/Finance 0.34 2.81
ICICI Bank Banking/Finance 0.34 2.80
Tech Mahindra Technology 0.33 2.71
Shree Cements Cement 0.33 2.70
Gateway Distri Miscellaneous 0.32 2.65

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 17.52 39.22 16.58
Engineering 11.92 22.72 10.47
Automotive 11.53 24.98 11.40
Pharmaceuticals 9.29 20.74 8.61
Cement 8.36 12.76 5.61
Manufacturing 7.20 13.98 5.25

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 97.37
Others 0.36
Debt 0.00
Mutual Funds 2.14
Money Market 0.00
Cash / Call 0.13

View All

Concentration

Holdings (%)
Top 5 15.73
Top 10 29.40
Sector (%)
Top 3 40.97

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