SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > PRINCIPAL Mutual Fund > Principal Emerging Bluechip Fund (G)

Principal Emerging Bluechip Fund (G)

63.110 0.88 (1.41%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Small & Mid Cap category by Crisil (for quarter ended Mar 2014) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.5 63
3 mth 9.4 11
6 mth 29.5 28
1 year 78.8 40
2 year 36.9 27
3 year 43.2 4
5 year 18.6 23

# Moneycontrol Rank within 120 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 11.1 27.3 9.7 - -
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 0.5 9.4 29.5 78.8 36.9 43.2 18.6
Category avg 0.3 5.7 23.7 60.8 24.6 14.2 6.7
Difference of Fund returns and Category returns 0.2 3.7 5.8 18.0 12.3 29.0 11.9
Best of category 4.9 12.9 41.7 116.3 46.4 47.3 25.2
Worst of category -6.2 -7.6 2.5 39.4 17.9 23.2 10.5
Benchmark returns # -0.5 4.0 14.6 58.2 19.9 25.5 11.2
Difference of Fund returns and Benchmark returns 1.0 5.4 14.9 20.6 17.0 17.7 7.4
Principal Emerging Bluechip Fund (G) Review by Crisil - Rating: 4 (Rank 2 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) 348.92 (Sep-30-2014)
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
6,209.50 7.3 23.9 73.5 38.6 23.8
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 7.5 24.4 74.7 -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 3.4 20.4 74.1 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 3.2 19.9 72.8 39.0 21.9
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 5.4 24.0 58.8 32.6 21.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Motherson Sumi Automotive 15.79 3.88
Tech Mahindra Technology 13.62 3.35
ICICI Bank Banking/Finance 13.09 3.22
Federal Bank Banking/Finance 12.97 3.19
Eicher Motors Automotive 12.87 3.16
Sadbhav Engg Engineering 11.98 2.95
Shree Cements Cement 11.27 2.77
Aurobindo Pharm Pharmaceuticals 10.81 2.66
Amara Raja Batt Automotive 10.81 2.66
Symphony Cons Durable 10.31 2.54

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 19.19 19.26 14.96
Automotive 12.45 15.31 11.42
Engineering 10.84 11.97 5.93
Pharmaceuticals 10.49 14.11 10.49
Manufacturing 7.03 7.98 5.43
Cement 6.68 8.02 3.34

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 97.63
Others 0.59
Debt 0.00
Mutual Funds 0.79
Money Market 0.00
Cash / Call 0.99

View All

Concentration

Holdings (%)
Top 5 16.80
Top 10 30.38
Sector (%)
Top 3 42.48

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.