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Principal Emerging Bluechip Fund (G) SET SMS ALERT

40.730
0.73 (1.82%)
NAV as on Apr-17-2014

Fund Family PRINCIPAL Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on Apr-17-2014)

Period Returns (%) Rank #
1 mth 7.8 55
3 mth 15.9 23
6 mth 27.4 51
1 year 29.6 57
2 year 20.2 11
3 year 11.4 22
5 year 24.8 20

# Moneycontrol Rank within 96 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 11.1 - - - -
2013 -9.4 -0.3 -4.9 18.2 4.8
2012 25.2 -0.4 11.7 8.8 55.7
2011 -14.2 -2.9 -11.8 -11.5 -35.4
2010 4.0 2.2 12.7 -3.0 18.3
2009 0.1 65.3 28.3 10.4 142.0

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 7.8 15.9 27.4 29.6 20.2 11.4 24.8
Category avg 8.3 13.4 27.6 30.1 8.5 5.3 10.6
Difference of Fund returns and Category returns -0.5 2.5 -0.2 -0.5 11.7 6.1 14.2
Best of category 15.8 24.9 48.9 45.8 26.5 16.8 30.3
Worst of category 3.9 6.9 13.7 11.1 7.0 2.3 14.1
Benchmark returns # 8.3 14.3 21.9 17.1 7.3 2.5 18.0
Difference of Fund returns and Benchmark returns -0.5 1.6 5.5 12.5 12.9 8.9 6.8
Principal Emerging Bluechip Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: CNX Midcap

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 CNX Midcap
Asset Size (Rs cr) 232.80 (Dec-31-2013)
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 (%)
IDFC Premier Equity - Direct (G) Not Ranked
108.13 11.7 24.8 26.5 -- --
IDFC Premier Equity - B (G) Not Ranked
42.96 11.6 24.5 25.8 12.7 25.4
IDFC Premier Equity - A (G) Rank 3
3,297.14 11.6 24.4 25.7 12.6 25.3
ICICI Pru Discovery Fund (G) Rank 3
2,679.50 17.7 27.9 31.1 13.0 28.8
ICICI Pru Discovery - Direct (G) Not Ranked
116.05 18.0 28.4 32.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Amara Raja Batt Automotive 11.60 4.70
Tech Mahindra Technology 9.82 3.98
Divis Labs Pharmaceuticals 7.71 3.12
Aurobindo Pharm Pharmaceuticals 7.47 3.03
Ipca Labs Pharmaceuticals 7.44 3.01
Motherson Sumi Automotive 7.36 2.98
Kaveri Seed Miscellaneous 7.34 2.97
Federal Bank Banking/Finance 7.18 2.91
HCL Tech Technology 7.09 2.87
ICICI Bank Banking/Finance 6.99 2.83

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 14.96 21.47 13.89
Automotive 14.77 14.77 9.81
Pharmaceuticals 14.11 14.11 11.81
Technology 10.68 11.54 7.40
Engineering 5.93 7.62 5.45
Manufacturing 5.84 6.30 4.42

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 98.23
Others 0.37
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.40

View All

Concentration

Holdings (%)
Top 5 17.84
Top 10 32.40
Sector (%)
Top 3 43.84

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