SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > PRINCIPAL Mutual Fund > Principal Emerging Bluechip Fund (D)

Principal Emerging Bluechip Fund (D)

PLAN: Regular OPTIONS: Dividend
43.650 0.04 (0.09%)

NAV as on 29 Apr, 2016

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : PRINCIPAL Mutual Fund FUND CLASS : Diversified Equity
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Diversified Equity category by Crisil (for quarter ended Dec 2015) rank unchanged from 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:
 
View Historic Graph From     To     

Returns (NAV as on 29 Apr, 2016)

Period Returns (%) Rank #
1 mth 4.4 26
3 mth 5.1 70
6 mth -0.9 55
1 year 1.5 57
2 year 28.3 12
3 year 27.7 9
5 year 18.2 3

# Moneycontrol Rank within 275 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -6.0 - - - -
2015 6.1 -5.8 -3.2 2.0 1.5
2014 11.1 27.3 9.7 2.0 59.2
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

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 4.4 5.1 -0.9 1.5 28.3 27.7 18.2
Category avg 2.3 2.9 -3.0 -2.2 12.3 10.9 6.4
Difference of Fund returns and Category returns 2.1 2.2 2.1 3.7 16.0 16.8 11.8
Best of category 7.5 8.9 7.2 12.2 34.2 33.0 20.3
Worst of category -4.9 -5.2 -18.5 -19.0 -7.5 -1.7 -5.5
Benchmark returns # 6.4 5.8 -0.5 4.3 21.8 19.1 10.0
Difference of Fund returns and Benchmark returns -2.0 -0.7 -0.4 -2.8 6.5 8.6 8.2
Principal Emerging Bluechip Fund (D) Review by Crisil - Rating: 5 (Rank 1 out of 5)
# Benchmark Index: NIFTY MIDCAP 100

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 NIFTY MIDCAP 100
Asset Size (Rs cr) 487.96 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.1.92 (Jun-24-2015) 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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 5
14,512.78 6.7 -4.9 -6.8 15.0 8.7
ICICI Pru Value Discovery Fund (G) Rank 1
9,705.72 5.6 -1.1 -- 26.7 17.9
Reliance Equity Oppor - RP (G) Rank 3
10,399.26 -0.5 -9.0 -6.9 16.8 13.4
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Franklin India Prima Plus (G) Rank 2
5,266.05 6.0 0.3 3.3 22.1 14.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 16)

Equity Sector Value
(Rs cr)
Asset %
Eicher Motors Automotive 17.83 3.94
Eicher Motors Automotive 17.83 3.94
IndusInd Bank Banking/Finance 13.98 3.09
IndusInd Bank Banking/Finance 13.98 3.09
HPCL Oil & Gas 13.75 3.04
HPCL Oil & Gas 13.75 3.04
Amara Raja Batt Automotive 13.35 2.95
Amara Raja Batt Automotive 13.35 2.95
Britannia Food & Beverage 13.26 2.93
Britannia Food & Beverage 13.26 2.93

Full Portfolio

Sector Allocation (Mar 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 29.66 17.68 14.41
Automotive 24.86 13.81 11.41
Pharmaceuticals 19.62 10.92 9.56
Engineering 17.66 10.50 8.10
Chemicals 14.74 7.37 5.31
Oil & Gas 13.82 6.91 3.56

View All Sectors

Asset Allocation (%)(Mar 31, 16)

Equity 97.61
Others 1.08
Debt 0.00
Mutual Funds 2.18
Money Market 0.00
Cash / Call -0.87

View All

Concentration

Holdings (%)
Top 5 17.10
Top 10 31.90
Sector (%)
Top 3 74.14

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.