Principal Emerging Bluechip Fund - Direct Plan - Growth Option
Principal Emerging Bluechip Fund - Direct Plan - Growth Option

Principal Emerging Bluechip Fund - Direct Plan - Growth Option

Equity
Direct
Very High Risk
Large & Mid-Cap

NAV: ₹ 197.5 as on 03-12-2021

INDmoney RANK
5
/22
among Large & Mid-Cap Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
60%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
20%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
65%
About the Fund

Principal Emerging Bluechip Fund - Direct Plan - Growth Option is an equity fund. This fund was started on  1 January, 2013. The fund is managed by Ravi Gopalakrishnan. The fund could potentially beat inflation in the long-run.

Key parameters

1) Principal Emerging Bluechip Fund - Direct Plan - Growth Option has a NAV of 197.54 as on 04-Dec-2021.

2) Principal Emerging Bluechip Fund - Direct Plan - Growth Option has 3200 Cr worth of assets under management (AUM) as on 04-Dec-2021 and is more than category average.

3) The fund has an expense ratio 0.9 %.

Fund Overview

Expense ratio
Expense ratio
0.9%
Benchmark
Benchmark
S&P BSE 200 India TR INR
AUM
AUM
₹3200 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹300/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
435.94%

Fund Distribution

  • Equity 96.7%
  • Debt & Cash 3.3%
Size breakup
Large cap
66.94%
Mid cap
27.1%
Small cap
4.05%
Micro cap
1.91%
Sector Allocation
Financial Services28.6%
Cyclical13.6%
Industrial13%
Tech12%
Basic Materials11.8%
Health6.6%
Utilities4.3%
Energy3.8%
Defensive3.7%
Real Estate1.5%
Communication1.1%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings20
Equity Holdings20
Debt Holdings3
ICICI Bank Ltd
ICICI Bank Ltd
4.9%
HDFC Bank Ltd
HDFC Bank Ltd
4.2%
Infosys Ltd
Infosys Ltd
3.8%
Treps 01-Nov-2021
Treps 01-Nov-2021
3.4%
Reliance Industries Ltd
Reliance Industries Ltd
3.1%
Dixon Technologies (India) Ltd
Dixon Technologies (India) Ltd
3%
Bajaj Finance Ltd
Bajaj Finance Ltd
2.6%
Housing Development Finance Corp Ltd
Housing Development Finance Corp Ltd
2.3%

Fund Highlights

About the fund

About the fund

This fund has delivered an average annual returns of 21.8% since inception which is more than its category average return of 18.63%
Fund Allocations

Fund Allocations

This fund has an allocation of 96.7% in Equity, 0% in Debt and 3.3% in Cash related instruments
AUM size ₹3200 Cr

AUM size ₹3200 Cr

This fund has AUM of ₹3200 Cr which is more than its category average of ₹ 3180 Cr
Expense Ratio 0.9%

Expense Ratio 0.9%

This fund has an expense ratio of 0.9% which is less than its category average expense ratio of 1.63%

AMC details

Fund House
Principal Asset Management Private Limited
Email
customer@principalindia.com
Phone
+912267720555
Address
Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East)

Frequently Asked Questions

What are the average returns of Principal Emerging Bluechip Fund - Direct Plan - Growth Option Fund ?

What is the current NAV of Principal Emerging Bluechip Fund - Direct Plan - Growth Option Fund?

How do I invest in Principal Emerging Bluechip Fund - Direct Plan - Growth Option Fund?

What is the expense ratio of Principal Emerging Bluechip Fund - Direct Plan - Growth Option fund?

What is the worth of total assets under management (AUM) of Principal Emerging Bluechip Fund - Direct Plan - Growth Option fund ?

What are the top holdings of Principal Emerging Bluechip Fund - Direct Plan - Growth Option Fund?

What are the top sectors Principal Emerging Bluechip Fund - Direct Plan - Growth Option Fund has invested in?

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