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Principal Emerging Bluechip Fund (D)

45.360 0.23 (0.51%)

NAV as on 27 Mar, 2015

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
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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 Mar 2014) up from Rank 2 last quarter. If you are already invested in this scheme, you may continue to stay invested.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 27 Mar, 2015)

Period Returns (%) Rank #
1 mth -3.8 34
3 mth 5.5 42
6 mth 19.3 28
1 year 68.9 45
2 year 47.1 37
3 year 36.5 8
5 year 18.1 24

# Moneycontrol Rank within 122 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 11.1 27.3 9.7 2.0 -
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 4.1 2.2 12.7 -6.5 14.0

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 -3.8 5.5 19.3 68.9 47.1 36.5 18.1
Category avg -4.3 3.5 14.2 57.8 31.9 21.8 11.8
Difference of Fund returns and Category returns 0.5 2.0 5.1 11.1 15.2 14.7 6.3
Best of category -1.0 14.5 34.6 114.4 61.0 41.2 26.6
Worst of category -9.1 -8.1 -9.9 31.4 29.0 13.9 8.1
Benchmark returns # -2.8 2.7 11.9 52.5 31.2 18.9 10.7
Difference of Fund returns and Benchmark returns -1.0 2.8 7.4 16.4 15.9 17.6 7.4
Principal Emerging Bluechip Fund (D) 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 Dividend
Launch date Oct 20, 2008
Benchmark CNX Midcap
Asset Size (Rs cr) 408.05 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend Rs.5.50 (Dec-29-2014) 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
550.48 2.2 14.5 62.8 -- --
HDFC MidCap Opportunities (G) Rank 4
7,671.50 1.9 14.0 61.6 31.3 22.6
ICICI Pru Value Discovery Fund (G) Rank 4
6,934.14 6.4 13.8 64.7 33.7 21.5
ICICI Pru Value Discovery - DP (G) Not Ranked
433.27 6.7 14.3 66.1 -- --
IDFC Premier Equity - Regular (G) Rank 5
5,934.25 8.4 17.7 54.9 31.0 21.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
Eicher Motors Automotive 18.43 3.90
Sadbhav Engg Engineering 15.48 3.27
IndusInd Bank Banking/Finance 14.85 3.14
Tech Mahindra Technology 14.72 3.11
ICICI Bank Banking/Finance 14.61 3.09
Amara Raja Batt Automotive 14.25 3.01
Motherson Sumi Automotive 14.16 3.00
Yes Bank Banking/Finance 13.68 2.89
Shree Cements Cement 13.05 2.76
Federal Bank Banking/Finance 12.64 2.67

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 19.23 39.22 16.58
Engineering 11.96 22.72 7.15
Automotive 11.47 24.98 11.40
Pharmaceuticals 8.61 20.74 8.61
Cement 7.85 12.76 4.01
Manufacturing 7.16 13.98 5.25

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 97.36
Others 0.34
Debt 0.00
Mutual Funds 0.70
Money Market 0.00
Cash / Call 1.60

View All

Concentration

Holdings (%)
Top 5 16.51
Top 10 30.84
Sector (%)
Top 3 42.66

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