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Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

21.61

as on 30 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,011 today.

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NAV Performance

Principal Emerging Bluechip Fund performance graph for last 3 years
Performance of Principal Emerging Bluechip Fund for last 3 Years

Fund Information

  • ₹ 181.290

    as on 30 Dec 2021
  • Regular - Growth

  • -

  • ₹ 300

  • ₹ 3,124 Cr.

    as on 30 Nov 2021
  • 2.01%

  • 12 Nov 2008

  • Equity - Large & Mid Cap Fund

  • Nifty 50

  • Principal Mutual Fund

    Show All Funds
  • Principal Emerging Bluechip Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Principal Emerging Bluechip Fund is an Open-ended Equity Fund. The fund belongs to Large & Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 12 Nov 2008. This fund is offered by one of the top AMC (Assets Management Company) Principal Mutual Fund. You can also view here all other Equity funds offered by Principal Mutual Fund.

Latest NAV of the fund is ₹ 181.290 as on 30 Dec 2021.

This fund has 14 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.01%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 100. Lumpsum invest is offered with minimum investment of ₹ 300.

Fund Objective

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

List of Fund Managers of Principal Emerging Bluechip Fund

  • About Ravi Gopalakrishnan

    Picture of Ravi GopalakrishnanMr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA. Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.75% 3.34% 15.61% 37.65% 29.35% 23.08% 18.93% 23.54% 10.61% 14.51% 24.07% 19.30% 19.09%
Category Average -2.24% -2.58% 3.33% 1.30% 17.58% 15.70% 10.04% 15.20% 2.81% 6.33% 16.52% 14.53% 13.98%
Principal Emerging Bluechip Fund 1.75%₹ 10,175 1.76%₹ 10,175 12.40%₹ 11,239 - - - - - - - - - -
Mirae Asset Emerging Bluechip Fund -2.10%₹ 9,789 -1.44%₹ 9,855 0.40%₹ 10,040 -3.22%₹ 9,678 0.40%₹ 12,026 15.43%₹ 13,335 3.99%₹ 25,008 17.59%₹ 16,268 16.00%₹ 45,648 12.67%₹ 18,159 16.17%₹ 89,931 21.24%₹ 68,716 19.09%₹ 3,28,104
Canara Robeco Emerging Equities -3.23%₹ 9,677 -5.43%₹ 9,456 -0.40%₹ 9,959 -3.16%₹ 9,683 -1.75%₹ 11,885 15.17%₹ 13,273 3.58%₹ 24,903 15.83%₹ 15,548 14.59%₹ 44,733 10.31%₹ 16,340 14.19%₹ 85,661 19.30%₹ 58,456 17.04%₹ 2,93,731
Sundaram Large And Mid Cap Fund -2.84%₹ 9,716 -3.63%₹ 9,637 1.59%₹ 10,159 -2.26%₹ 9,774 0.45%₹ 12,030 17.01%₹ 13,702 5.26%₹ 25,330 12.98%₹ 14,427 15.31%₹ 45,198 9.90%₹ 16,035 13.14%₹ 83,462 13.93%₹ 36,865 13.77%₹ 2,46,405
DSP Equity Opportunities Fund -1.36%₹ 9,863 -0.92%₹ 9,907 4.30%₹ 10,430 1.76%₹ 10,176 7.28%₹ 12,470 15.91%₹ 13,445 6.78%₹ 25,720 14.66%₹ 15,079 16.30%₹ 45,841 9.60%₹ 15,815 14.28%₹ 85,853 14.74%₹ 39,586 14.07%₹ 2,50,444
Edelweiss Large & Mid Cap Fund -2.44%₹ 9,756 -4.32%₹ 9,568 1.42%₹ 10,141 -0.01%₹ 9,999 1.60%₹ 12,104 16.88%₹ 13,673 5.58%₹ 25,411 15.82%₹ 15,543 15.94%₹ 45,608 10.69%₹ 16,624 14.52%₹ 86,367 - -

Portfolio Holdings

Portfolio holdings pattern of Principal Emerging Bluechip Fund as on 02 Feb 2023 are listed below:

  • Equity Holdings:

    93.62%
  • Debt Holdings:

    0.02%
  • Others Holdings:

    6.36%

Top Sector Holdings of Principal Emerging Bluechip Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.71% ₹ 491.23 Cr.
Computers - Software 8.76% ₹ 273.65 Cr.
NBFC 6.28% ₹ 196.31 Cr.
Pharmaceuticals 5.02% ₹ 156.72 Cr.
Auto ancillaries 4.30% ₹ 134.44 Cr.
Others 59.93% -

Top Stock Holdings of Principal Emerging Bluechip Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 4.44% ₹ 138.65 Cr.
HDFC Bank Ltd. 4.06% ₹ 126.96 Cr.
Infosys Ltd. 3.98% ₹ 124.34 Cr.
Reliance Industries Ltd. 3.04% ₹ 94.85 Cr.
Dixon Technologies (India) Ltd. 3.01% ₹ 93.96 Cr.
Others 81.47% -

Top Debt Instrument Type holdings of Principal Emerging Bluechip Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.02% ₹ .70 Cr.
Others 99.98% -

Top Debt Holdings of Principal Emerging Bluechip Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.02% ₹ .70 Cr.
Others 99.98%

Other Holdings

Holding TypeHolding Percentage
TREPS 6.62%
Net Receivables -0.26%