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Principal Emerging Bluechip Fund (D)

45.980 0.1 (0.22%)

NAV as on 21 May, 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) 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:
 
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Returns (NAV as on 21 May, 2015)

Period Returns (%) Rank #
1 mth 0.6 30
3 mth 0.7 31
6 mth 8.4 54
1 year 46.4 42
2 year 44.4 41
3 year 37.7 8
5 year 19.1 23

# Moneycontrol Rank within 122 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 6.1 - - - -
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 0.6 0.7 8.4 46.4 44.4 37.7 19.1
Category avg -0.7 -0.8 7.3 38.8 30.2 23.3 12.0
Difference of Fund returns and Category returns 1.3 1.5 1.1 7.6 14.2 14.4 7.1
Best of category 3.0 4.6 20.8 76.1 60.3 43.6 26.1
Worst of category -4.8 -6.0 -10.5 2.5 25.3 16.2 8.0
Benchmark returns # 1.5 -0.2 6.5 29.5 27.2 23.6 11.5
Difference of Fund returns and Benchmark returns -0.9 0.9 1.9 16.9 17.2 14.1 7.6
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) 452.51 (Mar-31-2015)
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
666.39 1.8 7.5 42.3 -- --
HDFC MidCap Opportunities (G) Rank 3
8,957.92 1.5 7.0 41.1 34.3 23.3
ICICI Pru Value Discovery Fund (G) Rank 1
8,224.72 -0.4 7.8 38.1 34.8 21.5
ICICI Pru Value Discovery - DP (G) Not Ranked
576.11 -0.2 8.3 39.3 -- --
IDFC Premier Equity - Regular (G) Rank 4
6,465.61 2.8 12.6 45.1 32.1 21.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Eicher Motors Automotive 18.05 3.87
Motherson Sumi Automotive 15.89 3.40
Aurobindo Pharm Pharmaceuticals 14.97 3.21
ICICI Bank Banking/Finance 13.87 2.97
Yes Bank Banking/Finance 13.83 2.96
Amara Raja Batt Automotive 13.73 2.94
Tech Mahindra Technology 13.04 2.79
Shree Cements Cement 11.61 2.49
Federal Bank Banking/Finance 11.64 2.49
Sadbhav Engg Engineering 11.53 2.47

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 17.85 39.22 16.58
Automotive 11.77 24.98 11.40
Engineering 10.12 22.72 10.12
Pharmaceuticals 9.59 20.74 8.61
Cement 7.80 12.76 5.61
Manufacturing 7.58 13.98 5.25

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 97.27
Others 0.37
Debt 0.00
Mutual Funds 2.29
Money Market 0.00
Cash / Call 0.07

View All

Concentration

Holdings (%)
Top 5 16.41
Top 10 29.59
Sector (%)
Top 3 39.74

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