Insights of Principal Emerging Bluechip Fund

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Principal Emerging Bluechip Fund is an open ended equity fund. It was launched on November 12, 2008. The investment objective of this fund is to generate long-term capital growth by investing in equity stocks of large as well as mid cap companies. 

Principal Emerging Bluechip Fund helps also invests a small part of the fund’s portfolio in debt and money market related instruments to maintain diversification. If you want to earn a regular income, you can go for Principal Emerging Bluechip Fund dividend option, or else you can go for Principal Emerging Bluechip Fund regular growth option.

Principal Emerging Bluechip Fund Facts

  • Principal Emerging Bluechip Fund under Principal Emerging Mutual Fund invests 95.87% in equity stocks out of which 43.89% in large cap, 38.31% in mid cap and 13.67% in small cap stocks. Also, it invests 0.06% in debt instruments.
  • Principal Emerging Bluechip Mutual Fund Scheme create long-term wealth by investing in stable large cap companies and emerging bluechip companies with high growth potential.
  • Principal Emerging Bluechip Fund has overcome market ups and down multiple times with the record of return since launch of 25.25%.
  • You can choose between Principal Emerging Bluechip Fund regular growth option or dividend option as per your convenience.
  • Principal Emerging Bluechip Fund also offers tax benefit on the return earned.
  • The minimum sip amount to invest in this fund is Rs. 500.
  • Investors with high risk appetite for long term capital appreciation can invest in Principal Emerging Bluechip Fund.

Top 5 Sectors of Principal Emerging Bluechip Fund

S.No. Holding Name Net Assets (in %)
1 Bank – Private 15
2 Chemicals 6.54
3 Consumer Food 6.12
4 Finance – NBFC 5.82
5 Pharmaceuticals and Drugs 5.41

(as on 03/04/2019)

Top 10 Holdings of Principal Emerging Bluechip Fund

S.No. Holding Name Net Assets (in %)
1 HDFC Bank Ltd. 4.63
2 TREPS 01-Mar-2019 3.68
3 ICICI Bank Ltd. 2.85
4 Reliance Industries Ltd. 2.67
5 Britannia Industries Ltd. 2.45
6 Kotak Mahindra Bank Ltd. 2.33
7 Bajaj Finance Ltd. 2.23
8 AIA Engineering Ltd. 2.12
9 Tata Consultancy Services Ltd. 2.09
10 Torrent Pharmaceuticals Ltd. 1.87

(as on 03/04/2019)

Principal Emerging Bluechip Fund Details

Launch Date- November 12, 2008
Fund Manager- Mr. Dhimant Shah
Risk- Moderately High
Benchmark- NIFTY Large Mid cap 250 Index TRI
Return Since Launch- 25.25%
AUM- Rs. 2006.3 crore (as on 28th Feb, 2019)

The below mentioned table depicts the performance of Principal Emerging Bluechip Fund-

  1-Year 3-Year 5-Year 10-Year
Fund -2.86 16.87 20.76 23.71
S&P BSE 250 Large MidCap TRI 9.77 16.22 14.44 16.83
Category 1.69 14.04 15.94 17.51
Rank within Category 19 3 3 2
Number of funds in category 22 20 18 17
As on Apr 03, 2019

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