SET SMS ALERT Fund Family PRINCIPAL Mutual Fund
Not Ranked
This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL
No Data to display
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | - | - |
| 3 mth | - | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2011 | -15.5 | -4.6 | - | - | -19.0 |
| 2010 | 0.2 | 2.5 | 9.4 | -2.8 | 10.7 |
| 2009 | -12.9 | 64.9 | 23.8 | 10.2 | 99.1 |
| 2008 | -31.5 | -17.0 | -16.0 | -36.1 | -70.9 |
| 2007 | 0.5 | 16.7 | 7.8 | 43.8 | 82.2 |
* Returns over 1 year are Annualised
Fund returns v/s Category average ()
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -- | -- | -- | -- | -- | -- | -- |
| Category avg | 4.8 | 1.4 | 18.3 | 10.2 | 15.7 | 2.0 | 13.4 |
| Difference of Fund returns and Category returns | -- | -- | -- | -- | -- | -- | -- |
| Best of category | 4.8 | 1.4 | 18.3 | 10.2 | 15.7 | 2.0 | 13.4 |
| Worst of category | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Benchmark returns # | 7.0 | 5.2 | 16.8 | 3.9 | 2.3 | 2.0 | 22.3 |
| Difference of Fund returns and Benchmark returns | -- | -- | -- | -- | -- | -- | -- |
Investment Objective
Principal PNB Long Term Equity Fund 3 Year Plan Series I is a close ended equity scheme. The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity and equity related instruments.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Feb 21, 2007 |
| Benchmark | CNX Midcap |
| Asset Size (Rs cr) | 105.77 (Mar-31-2011) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | P. V. K. Mohan View performance of schemes managed by the Fund Manager |
| Notes | Principal PNB Long Term Equity Fund has been merge with Principal Emerging Bluechip Fund w.e.f. May 20, 2011. |
| 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. |
| 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 |
| customer@principalindia.com | |
| Website | http://www.principalindia.com/ |
| Crisil Rank | Assets (Rs.cr) |
||||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Sundaram Capex Oppor.- IP (G) | Not Ranked |
0.32 | 0.0 | 0.0 | -- | -- | -- |
| Mirae Ultra STBF - SIP (G) | Not Ranked |
257.04 | 0.0 | 0.0 | -- | -- | -- |
| Mirae Liquid Fund - SIP (G) | Not Ranked |
231.07 | 0.0 | 0.0 | -- | -- | -- |
| HSBC Income (IP)-Inst Plan (G) | Not Ranked |
2.70 | 0.0 | 0.0 | -- | -- | -- |
| Sundaram Media&Ent. Opp-IP (G) | Not Ranked |
0.00 | 1.4 | 18.3 | 10.2 | 2.0 | 13.4 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| No Holdings Data Available | |||
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.00 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
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