Principal Emerging Bluechip Fund is an open ended equity fund. It was launched on November 12, 2008. The investment objective of this fund is to generate long-term capital growth by investing in equity stocks of large as well as mid cap companies.
Principal Emerging Bluechip Fund helps also invests a small part of the fund’s portfolio in debt and money market related instruments to maintain diversification. If you want to earn a regular income, you can go for Principal Emerging Bluechip Fund dividend option, or else you can go for Principal Emerging Bluechip Fund regular growth option.
Principal Emerging Bluechip Fund Facts
- Principal Emerging Bluechip Fund under Principal Emerging Mutual Fund invests 95.87% in equity stocks out of which 43.89% in large cap, 38.31% in mid cap and 13.67% in small cap stocks. Also, it invests 0.06% in debt instruments.
- Principal Emerging Bluechip Mutual Fund Scheme create long-term wealth by investing in stable large cap companies and emerging bluechip companies with high growth potential.
- Principal Emerging Bluechip Fund has overcome market ups and down multiple times with the record of return since launch of 25.25%.
- You can choose between Principal Emerging Bluechip Fund regular growth option or dividend option as per your convenience.
- Principal Emerging Bluechip Fund also offers tax benefit on the return earned.
- The minimum sip amount to invest in this fund is Rs. 500.
- Investors with high risk appetite for long term capital appreciation can invest in Principal Emerging Bluechip Fund.
Top 5 Sectors of Principal Emerging Bluechip Fund
S.No. | Holding Name | Net Assets (in %) |
1 | Bank – Private | 15 |
2 | Chemicals | 6.54 |
3 | Consumer Food | 6.12 |
4 | Finance – NBFC | 5.82 |
5 | Pharmaceuticals and Drugs | 5.41 |
(as on 03/04/2019)
Top 10 Holdings of Principal Emerging Bluechip Fund
S.No. | Holding Name | Net Assets (in %) |
1 | HDFC Bank Ltd. | 4.63 |
2 | TREPS 01-Mar-2019 | 3.68 |
3 | ICICI Bank Ltd. | 2.85 |
4 | Reliance Industries Ltd. | 2.67 |
5 | Britannia Industries Ltd. | 2.45 |
6 | Kotak Mahindra Bank Ltd. | 2.33 |
7 | Bajaj Finance Ltd. | 2.23 |
8 | AIA Engineering Ltd. | 2.12 |
9 | Tata Consultancy Services Ltd. | 2.09 |
10 | Torrent Pharmaceuticals Ltd. | 1.87 |
(as on 03/04/2019)
Principal Emerging Bluechip Fund Details
Launch Date- November 12, 2008
Fund Manager- Mr. Dhimant Shah
Risk- Moderately High
Benchmark- NIFTY Large Mid cap 250 Index TRI
Return Since Launch- 25.25%
AUM- Rs. 2006.3 crore (as on 28th Feb, 2019)
The below mentioned table depicts the performance of Principal Emerging Bluechip Fund-
1-Year | 3-Year | 5-Year | 10-Year | |
Fund | -2.86 | 16.87 | 20.76 | 23.71 |
S&P BSE 250 Large MidCap TRI | 9.77 | 16.22 | 14.44 | 16.83 |
Category | 1.69 | 14.04 | 15.94 | 17.51 |
Rank within Category | 19 | 3 | 3 | 2 |
Number of funds in category | 22 | 20 | 18 | 17 |
As on Apr 03, 2019 |