Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
SIP ₹100 & Lump. ₹300
₹3,124 Cr
N/A
1.99
Nifty Large Midcap 250 Total Return
For units in excess of 24% of the investment, 1% will be charged for redemption within 365 days.
Summary
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.89 | 1.91 | 11.32 |
| 6M | 13.57 | 1.83 | 29.78 |
| 1Y | 38.89 | 6.21 | 40.44 |
| 3Y | 21.95 | 16.87 | 134.87 |
Portfolio Analysis
- Equity: 93.62%
- Debt: 6.38%
- Others
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.
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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHSBC Large & Mid Cap Fund Growth | 5 | 4238.34 CR | 1.9 |
| This FundUTI Large & Mid Cap Fund Growth | 3 | 5233.97 CR | 1.84 |
| This FundPrincipal Emerging Bluechip Fund Growth | 4 | 3124.32 CR | 1.99 |
| This FundInvesco India Large & Mid Cap Fund Growth | 5 | 8436.02 CR | 1.76 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 4 | 13995.29 CR | 1.7 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Large & Mid Cap Fund Growth | 15.0261 | 77.8854 |
| This FundUTI Large & Mid Cap Fund Growth | 9.1408 | 79.1112 |
| This FundPrincipal Emerging Bluechip Fund Growth | 38.8861 | 81.3571 |
| This FundInvesco India Large & Mid Cap Fund Growth | 10.6274 | 92.9517 |
| This FundMotilal Oswal Large and Midcap Fund Growth | 17.3832 | 100.7921 |
FAQs
- 1 Month : 2.89%
- 6 Months : 13.57%
- 1 Year : 38.89%
- 3 Years : 21.95%