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Principal Emerging Bluechip Fund (D)

PLAN: Regular OPTIONS: Dividend
43.060 0.33 (0.76%)

NAV as on 24 May, 2016

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : PRINCIPAL Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Diversified Equity category by Crisil (for quarter ended Mar 2016) 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 24 May, 2016)

Period Returns (%) Rank #
1 mth -1.6 107
3 mth 17.1 12
6 mth -1.5 59
1 year -2.8 70
2 year 19.5 18
3 year 26.6 9
5 year 19.3 2

# Moneycontrol Rank within 272 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 -1.6 17.1 -1.5 -2.8 19.5 26.6 19.3
Category avg -1.7 10.5 -4.1 -5.4 7.0 10.2 6.7
Difference of Fund returns and Category returns 0.1 6.6 2.6 2.6 12.5 16.4 12.6
Best of category 7.5 21.1 7.6 11.7 27.8 31.6 21.3
Worst of category -9.4 -4.8 -18.6 -23.1 -15.8 -2.4 -4.9
Benchmark returns # -2.3 10.4 -2.0 -1.7 12.0 18.1 10.6
Difference of Fund returns and Benchmark returns 0.7 6.7 0.5 -1.1 7.5 8.5 8.7
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) 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 (%)
ICICI Pru Value Discovery - DP (G) Not Ranked
958.32 12.2 -4.1 -3.9 27.0 --
ICICI Pru Value Discovery Fund (G) Rank 2
9,705.72 11.9 -4.7 -5.1 25.9 17.9
HDFC Equity Fund - Direct (G) Not Ranked
2,691.77 16.2 -6.8 -9.2 14.1 --
Reliance Equity Oppor - RP (G) Rank 4
10,399.26 9.5 -10.1 -11.1 16.1 13.7
HDFC Equity Fund (G) Rank 5
14,512.78 16.0 -7.2 -9.9 13.2 9.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Equity Sector Value
(Rs cr)
Asset %
Eicher Motors Automotive 20.20 3.96
Eicher Motors Automotive 20.20 3.96
HPCL Oil & Gas 15.82 3.10
IndusInd Bank Banking/Finance 15.83 3.10
HPCL Oil & Gas 15.82 3.10
IndusInd Bank Banking/Finance 15.83 3.10
Britannia Food & Beverage 15.38 3.01
Britannia Food & Beverage 15.38 3.01
Amara Raja Batt Automotive 15.00 2.94
Amara Raja Batt Automotive 15.00 2.94

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 30.44 17.68 14.41
Automotive 22.62 13.81 11.41
Pharmaceuticals 19.56 10.92 9.56
Engineering 16.82 10.50 8.10
Chemicals 15.66 7.37 5.31
Manufacturing 13.60 8.53 6.42

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 97.11
Others 1.48
Debt 0.00
Mutual Funds 0.15
Money Market 0.00
Cash / Call 1.26

View All

Concentration

Holdings (%)
Top 5 17.22
Top 10 32.22
Sector (%)
Top 3 72.62

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