Insights of Principal Emerging Bluechip Fund

Mutual Fund

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

Apply Personal Loan Online at Lowest Interest Rate Upto Rs. 40 Lacs

*Salary account or relational bank
Proceed
Terms of Use
By clicking on 'Apply Now' I authorize FreEMI and its representative to call me or SMS me overriding my registry on DNC/NDNC.

Loan Duration: 12 - 60 months*   T&C Apply*

Previous