Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹300
AUM (Fund size)
₹3,124 Cr
Lock In Period
N/A
Expense Ratio
1.99
Benchmark
Nifty Large Midcap 250 Total Return
Exit Load
For units in excess of 24% of the investment, 1% will be charged for redemption within 365 days.
Summary
Latest details for Principal Emerging Bluechip Fund Growth include a ₹183.3158 NAV as of Dec 31,2021 and returns since inception of 81.36%. Minimum investments start at SIP ₹100. The Principal Emerging Bluechip Fund Growth AUM is ₹3,124 Cr, with a lock-in of N/A years, expense ratio of 1.99%, and benchmark Nifty Large Midcap 250 Total Return. Exit load is - For units in excess of 24% of the investment, 1% will be charged for redemption within 365 days.. In the growth review for 1M Month/Year, the fund recorded 2.89% returns, against a category average of -1.90% and a category best of 5.46%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.89 | -1.90 | 5.46 |
| 6M | 13.57 | 1.56 | 29.78 |
| 1Y | 38.89 | 5.92 | 40.44 |
| 3Y | 21.95 | 14.44 | 134.87 |
Portfolio Analysis
- Equity: 93.62%
- Debt: 6.38%
- Others
As on: 2021-11-30
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About Fund
Principal Emerging Bluechip Fund Growth managed by Principal Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹3,124 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.99. Under the expert guidance of Ravi Gopalakrishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Large & Mid Cap Fund Growth | 5 | 28505.9 CR | 1.61 |
| This FundUTI Large & Mid Cap Fund Growth | 3 | 5723.94 CR | 1.83 |
| This FundPrincipal Emerging Bluechip Fund Growth | 4 | 3124.32 CR | 1.99 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 5 | 15017.31 CR | 1.69 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Large & Mid Cap Fund Growth | 11.0316 | 71.7448 |
| This FundUTI Large & Mid Cap Fund Growth | 12.3897 | 76.4283 |
| This FundPrincipal Emerging Bluechip Fund Growth | 38.8861 | 81.3571 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 14.216 | 83.8563 |
FAQs
Principal Emerging Bluechip Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Principal Emerging Bluechip Fund Growth is 1.99. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Principal Emerging Bluechip Fund Growth’s fund performance is as follows:
- 1 Month : 2.89%
- 6 Months : 13.57%
- 1 Year : 38.89%
- 3 Years : 21.95%
You can invest in Principal Emerging Bluechip Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Principal Emerging Bluechip Fund Growth is ₹3,124 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Principal Emerging Bluechip Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500