Principal Emerging Bluechip Fund - Growth - Direct Plan

This Scheme Principal Emerging Bluechip Fund - Growth - Direct Plan is Merged with Sundaram Large and Mid Cap Fund - Growth - Direct Plan
Other Plans and Options
  • 1.12 %Nav, as on 31-12-2021

  • Previous Nav

  • Net Change on 31-12-2021

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The primary objective of the Scheme is to achieve long-term capital appreciation y investing in equity & equity related instruments of large cap & midcap companies.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Principal Emerging Bluechip Fund - Direct Plan - Growth Option 2.98 3.18 40.44 23.33 20.53 21.68
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Mirae Asset Large & Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 10.02 12.39 19.57 0.68 21,230.60
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 Unrated 17.38 13.67 20.07 0.63 11,734.12
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 16.32 17.70 20.16 0.62 8,162.74
DSP Equity Opportunities Fund - Direct Plan - Growth Dec 31, 2012 18.13 18.37 20.12 0.96 6,647.08
Aditya Birla Sun Life Equity Advantage Fund - Growth - Direct Plan Jan 01, 2013 9.07 7.45 14.82 1.06 6,008.53

Fund Holdings as on 30-November-2021

  • TREPS 01-Dec-2021

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Infosys Ltd.

  • Reliance Industries Ltd.

  • Dixon Technologies (India) Ltd.

  • Bajaj Finance Ltd.

  • TCI Express Ltd.

  • Sona Blw Precision Forgings Ltd.

  • Housing Development Finance Corporation Ltd.

  • BEML Ltd.

  • Bajaj Finserv Ltd.

  • Larsen & Toubro Ltd.

  • Mphasis Ltd.

  • Avenue Supermarts Ltd.

  • Tata Motors Ltd.

  • Divi's Laboratories Ltd.

  • Mold-Tek Packaging Ltd.

  • Navin Fluorine International Ltd.

  • Polycab India Ltd.

  • Max Financial Services Ltd.

  • Canara Bank

  • Fortis Healthcare Ltd.

  • Tata Consultancy Services Ltd.

  • Relaxo Footwears Ltd.

  • Axis Bank Ltd.

  • Atul Ltd.

  • SKF India Ltd.

  • Tata Power Company Ltd.

  • Godrej Properties Ltd.

  • Ashok Leyland Ltd.

  • Indian Bank

  • Hindalco Industries Ltd.

  • Shree Cement Ltd.

  • Ultratech Cement Ltd.

  • Bank of Baroda

  • Astral Limited

  • Gujarat Gas Ltd.

  • Bharti Airtel Ltd.

  • Wipro Ltd.

  • Motherson Sumi Systems Ltd.

  • L&T Finance Holdings Ltd.

  • Natco Pharma Ltd.

  • State Bank of India

  • Tata Steel Ltd.

  • Maruti Suzuki India Ltd.

  • Varun Beverages Ltd.

  • Jubilant Foodworks Ltd.

  • Laurus Labs Ltd.

  • SRF Ltd.

  • IPCA Laboratories Ltd.

  • Rossari Biotech Ltd.

  • Sundram Fasteners Ltd.

  • Minda Industries Ltd.

  • Indraprastha Gas Ltd.

  • Kajaria Ceramics Ltd.

  • IndusInd Bank Ltd.

  • Hindustan Unilever Ltd.

  • Balkrishna Industries Ltd.

  • Bharat Petroleum Corporation Ltd.

  • AIA Engineering Ltd.

  • Gujarat State Petronet Ltd.

  • PB FINTECH Ltd.

  • PI Industries Ltd.

  • Bharti Airtel Ltd.

  • 91 DAY T-BILL 06-Jan-2022

  • Net Receivable / Payable

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  • Bank - Private

  • IT - Software

  • Miscellaneous

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Auto Ancillary

  • Chemicals

  • Finance - NBFC

  • Refineries

  • Automobiles-Trucks/Lcv

  • Plastic Products

  • Consumer Durables - Electronics

  • Engineering - Industrial Equipments

  • Cement & Construction Materials

  • Logistics

  • Finance - Housing

  • Finance - Investment

  • Engineering - Construction

  • Consumer Food

  • Retailing

  • Cable

  • Finance - Others

  • Hospital & Healthcare Services

  • Footwear

  • Gas Transmission/Marketing

  • Bearings

  • Power Generation/Distribution

  • Construction - Real Estate

  • Metal - Non Ferrous

  • Telecommunication - Service Provider

  • Steel & Iron Products

  • Automobiles - Passenger Cars

  • Diversified

  • Trading

  • Industrial Gases & Fuels

  • Ceramics/Marble/Granite/Sanitaryware

  • Household & Personal Products

  • Tyres & Allied

  • e-Commerce

  • Pesticides & Agrochemicals

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Fund Manager

  • Education:MBA (Finance), MS (Finance)
  • Experience:20 Years
  • Basic Details:Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.
  • Funds Managed:

  • Cash

  • Equity

  • Rights

  • Sov

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About Principal Emerging Bluechip Fund

Scheme Analysis

Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap Fund fund and belongs to Principal Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹3,124.32 crore. Principal Emerging Bluechip Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of Principal Emerging Bluechip Fund ended up ₹2.22(1.12%)yesterday to ₹200.1822.

Among its top 3 holdings the fund has exposure to TREPS 01-Dec-2021, and

The Principal Emerging Bluechip Fund is managed by Ravi Gopalakrishnan .

Fund House Contact

Level 7, Parinee Crescenzo, Plot no C-38/39, G Block, Bandra Kurla Complex, Bandra(East) Mumbai - 400 051

+91 (22) 67720555
+91 (22) 67720512