Principal Emerging Bluechip Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Principal Emerging Bluechip Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹300

AUM (Fund size)

₹3,124 Cr

Lock In Period

N/A

Expense Ratio

1.99

Exit Load

For units in excess of 24% of the investment, 1% will be charged for redemption within 365 days.

Benchmark

Nifty Large Midcap 250 Total Return

Principal Emerging Bluechip Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.890.105.46
6M13.572.2329.78
1Y38.894.9640.44
3Y21.9514.43134.87

Portfolio Analysis

  • Equity: 93.62%
  • Debt: 6.38%
  • Others
As on: 2021-11-30
View allocation % by

1. ICICI Bank Ltd.4.44%
2. HDFC Bank Ltd.4.06%
3. Bajaj Finance Ltd.2.53%
4. Housing Development Finance Corporation Ltd.2.17%
5. Bajaj Finserv Ltd.2.09%
6. Max Financial Services Ltd.1.66%
7. Canara Bank1.62%
8. Axis Bank Ltd.1.49%
9. Indian Bank1.25%
10. Bank of Baroda1.22%
11. L&T Finance Holdings Ltd.1.15%
12. State Bank of India1.07%
13. IndusInd Bank Ltd.0.56%

1. Sona Blw Precision Forgings Ltd.2.24%
2. Tata Motors Ltd.1.99%
3. Ashok Leyland Ltd.1.26%
4. Motherson Sumi Systems Ltd.1.16%
5. Maruti Suzuki India Ltd.1.04%
6. Sundram Fasteners Ltd.0.92%
7. Minda Industries Ltd.0.90%
8. Balkrishna Industries Ltd.0.53%

1. Infosys Ltd.3.98%
2. Mphasis Ltd.2.04%
3. Tata Consultancy Services Ltd.1.54%
4. Wipro Ltd.1.20%

1. Divi's Laboratories Ltd.1.98%
2. Natco Pharma Ltd.1.08%
3. Laurus Labs Ltd.1.00%
4. IPCA Laboratories Ltd.0.96%
5. Rossari Biotech Ltd.0.95%

1. Reliance Industries Ltd.3.04%
2. Gujarat Gas Ltd.1.20%
3. Bharat Petroleum Corporation Ltd.0.50%
4. Gujarat State Petronet Ltd.0.30%

1. BEML Ltd.2.13%
2. SKF India Ltd.1.42%

1. Navin Fluorine International Ltd.1.68%
2. Atul Ltd.1.42%

1. Dixon Technologies (India) Ltd.3.01%

1. Hindalco Industries Ltd.1.23%
2. Tata Steel Ltd.1.06%
3. AIA Engineering Ltd.0.39%

1. Relaxo Footwears Ltd.1.52%
2. SRF Ltd.0.96%

1. Shree Cement Ltd.1.23%
2. Ultratech Cement Ltd.1.22%

1. TCI Express Ltd.2.34%

1. Larsen & Toubro Ltd.2.07%

1. Avenue Supermarts Ltd.2.01%

1. Mold-Tek Packaging Ltd.1.89%

1. Polycab India Ltd.1.67%

1. Fortis Healthcare Ltd.1.57%

1. Tata Power Company Ltd.1.41%

1. Godrej Properties Ltd.1.34%

1. Bharti Airtel Ltd.1.25%

1. Astral Limited1.21%

1. Varun Beverages Ltd.1.03%

1. Jubilant Foodworks Ltd.1.01%
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About Fund Principal Emerging Bluechip Fund Growth

Principal Emerging Bluechip Fund Growth managed by ,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.

Fund Managers

Ravi Gopalakrishnan

Mr. Ravi holds MBA (Finance), MS (Finance). He has over 20 years experience. Executive Director & CIO - Equities with Pramerica Asset Managers Private Limited (September 2009 to August 2012). Portfolio Advisor with Hudson Fairfax Group, USA (March 2006 to January 2009). Head - Portfolio Management Services with Principal PNB Asset Management Company Private Limited (May 2005 to March 2006). Fund Manager - Equities with Sun F & C asset management Ltd. (April 2000 to May 2004).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Bandhan Large & Mid Cap Fund Growth419,777 CR2.4
HSBC Large & Mid Cap Fund Growth55,479 CR2.57
Principal Emerging Bluechip Fund Growth43,124 CR1.99
Invesco India Large & Mid Cap Fund Growth311,746 CR1.91
Fund Name1Y3Y
This FundBandhan Large & Mid Cap Fund Growth4.785366.4117
This FundHSBC Large & Mid Cap Fund Growth11.356567.2963
This FundPrincipal Emerging Bluechip Fund Growth38.886181.3571
This FundInvesco India Large & Mid Cap Fund Growth7.070686.7832

Principal Emerging Bluechip Fund Growth 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%
Returns of Principal Emerging Bluechip Fund Growth are updated daily based on NAV of ₹ 183.3158 as on Dec 31,2021. Since inception, the return has been 81.36%.

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.