Overview (as on 04 Aug 2021)

NAV

₹183.41

1y returns

65.264%

Fund AUM

₹2,841 Cr

Expense Ratio

0.91%

Min SIP

₹100

Min Lumpsum

₹300

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
28.43%
Basic Materials
14.30%
Consumer
13.27%
Tech
12.11%
Industrials
11.77%
Health
7.73%
Utilities
4.08%
Energy
3.71%
Defensive
3.65%
Communication
0.97%
Size Breakup
Large Cap
60.54%
Mid Cap
32.85%
Small Cap
6.61%

Key Metrics

Beta 

0.98

Std deviation 

20.05%

Sharpe Ratio 

0.64

Holdings

Fund Details

Investment Objectives
The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of large cap & midcap companies.
Scheme Name
Principal Emerging Bluechip Fund - Direct Plan - Growth Option
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Ravi Gopalakrishnan
Fund House Details
Fund House
Principal Asset Management Private Limited
Email
customer@principalindia.com
Phone
+912267720512
Address
Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East)

Other Related Plans

Peer Funds

Principal Emerging Bluechip Fund - Direct Plan ...

NAV

₹183.41

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Ravi Gopalakrishnan
Ravi Gopalakrishnan

leader

Work Experience
"null"

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