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Principal Emerging Bluechip Fund (G)

PLAN: Regular OPTIONS: Growth
65.670 1.43 (2.13%)

NAV as on 04 Sep, 2015

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : PRINCIPAL Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Small & Mid Cap category by Crisil (for quarter ended Nov 1999) 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 04 Sep, 2015)

Period Returns (%) Rank #
1 mth -11.4 101
3 mth -1.3 100
6 mth -6.0 78
1 year 16.3 59
2 year 50.6 48
3 year 33.1 10
5 year 14.3 25

# Moneycontrol Rank within 125 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 6.1 -1.7 - - -
2014 11.1 27.3 9.7 15.0 -
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

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 -11.4 -1.3 -6.0 16.3 50.6 33.1 14.3
Category avg -8.0 1.6 -4.3 16.8 36.1 20.7 9.9
Difference of Fund returns and Category returns -3.4 -2.9 -1.7 -0.5 14.5 12.4 4.4
Best of category -5.7 5.3 2.1 40.3 70.0 38.0 22.9
Worst of category -14.3 -6.9 -11.7 -11.1 21.0 14.8 4.5
Benchmark returns # -10.2 -0.8 -4.9 9.2 38.0 20.8 6.9
Difference of Fund returns and Benchmark returns -1.2 -0.5 -1.1 7.1 12.6 12.3 7.4
Principal Emerging Bluechip Fund (G) Review by Crisil - Rating: 5 (Rank 1 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) 468.60 (Jun-30-2015)
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 Opport.- Direct (G) Not Ranked
745.25 -0.2 -3.2 16.4 -- --
HDFC MidCap Opportunities (G) Rank 4
9,235.00 -0.4 -3.7 15.4 30.7 18.0
IDFC Premier Equity - Direct (G) Not Ranked
604.33 -2.4 -5.5 15.7 -- --
IDFC Premier Equity - B (G) Not Ranked
29.92 -2.6 -5.8 15.0 27.5 15.1
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 -2.6 -5.8 14.8 27.4 15.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Motherson Sumi Automotive 16.89 3.30
HPCL Oil & Gas 16.85 3.29
Amara Raja Batt Automotive 15.88 3.10
Aurobindo Pharm Pharmaceuticals 15.73 3.07
Eicher Motors Automotive 15.62 3.05
Yes Bank Banking/Finance 14.74 2.88
IndusInd Bank Banking/Finance 14.59 2.85
Britannia Food & Beverage 14.39 2.81
Sadbhav Engg Engineering 12.75 2.49
Shree Cements Cement 12.34 2.41

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 17.17 39.22 16.58
Automotive 11.41 24.98 11.40
Engineering 10.50 22.72 9.44
Pharmaceuticals 9.69 20.74 8.61
Manufacturing 8.30 13.98 5.25
Cement 7.54 12.76 6.48

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 97.80
Others 0.93
Debt 0.00
Mutual Funds 0.15
Money Market 0.00
Cash / Call 1.12

View All

Concentration

Holdings (%)
Top 5 15.81
Top 10 29.25
Sector (%)
Top 3 39.08

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