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Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

14.10

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,868 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

  • ₹ 159.750

    as on 10 Jun 2021
  • Regular - Growth

  • 6 / 26

  • ₹ 300

  • ₹ 2,418 Cr.

    as on 10 Jun 2021
  • 2.05%

    since 31 Dec 2020
  • 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 ₹ 159.750 as on 10 Jun 2021.

This fund has 12 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.05%. 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 9.37% 14.69% 31.12% 76.13% 28.07% 20.71% 21.45% 22.48% 75.19% 43.81% 31.79% 22.69% 24.09%
Category Average 7.24% 8.25% 23.82% 63.69% 19.88% 13.50% 15.01% 14.62% 60.84% 37.08% 25.22% 16.82% 16.43%
Principal Emerging Bluechip Fund 8.20%₹ 10,820 9.50%₹ 10,950 26.03%₹ 12,602 69.57%₹ 16,956 66.09%₹ 15,944 23.50%₹ 15,260 41.65%₹ 35,173 14.10%₹ 14,868 28.09%₹ 53,938 17.89%₹ 22,782 18.77%₹ 95,788 18.87%₹ 56,408 20.29%₹ 3,49,921
Mirae Asset Emerging Bluechip Fund 6.13%₹ 10,612 8.37%₹ 10,837 25.89%₹ 12,589 73.07%₹ 17,306 66.47%₹ 15,965 26.05%₹ 15,897 43.81%₹ 35,795 20.71%₹ 17,614 31.79%₹ 56,676 21.45%₹ 26,438 22.69%₹ 1,05,336 22.48%₹ 76,090 24.09%₹ 4,29,885
Canara Robeco Emerging Equities 8.04%₹ 10,803 6.94%₹ 10,693 22.33%₹ 12,232 64.67%₹ 16,466 58.80%₹ 15,535 22.11%₹ 14,918 39.03%₹ 34,424 14.96%₹ 15,210 27.16%₹ 53,265 18.25%₹ 23,133 18.99%₹ 96,299 19.90%₹ 61,519 21.34%₹ 3,70,422
Kotak Equity Opportunities Fund 5.78%₹ 10,578 6.67%₹ 10,667 20.87%₹ 12,087 58.25%₹ 15,825 54.12%₹ 15,270 19.80%₹ 14,360 35.07%₹ 33,306 15.37%₹ 15,375 25.30%₹ 51,939 16.23%₹ 21,217 17.58%₹ 93,057 14.64%₹ 39,264 16.45%₹ 2,84,499
Tata Large & Mid Cap Fund 8.02%₹ 10,801 5.33%₹ 10,532 21.22%₹ 12,122 61.39%₹ 16,139 56.97%₹ 15,432 20.08%₹ 14,426 35.63%₹ 33,463 16.30%₹ 15,749 25.98%₹ 52,419 14.70%₹ 19,861 17.71%₹ 93,348 14.45%₹ 38,590 15.85%₹ 2,75,339
Invesco India Growth Opportunities Fund 6.36%₹ 10,635 4.62%₹ 10,461 18.08%₹ 11,808 50.90%₹ 15,090 45.43%₹ 14,770 16.24%₹ 13,517 28.86%₹ 31,578 12.01%₹ 14,067 20.57%₹ 48,662 15.00%₹ 20,124 15.78%₹ 89,024 13.81%₹ 36,505 15.39%₹ 2,68,718

Portfolio Holdings

Portfolio holdings pattern of Principal Emerging Bluechip Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    97.65%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    2.34%

Top Sector Holdings of Principal Emerging Bluechip Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.85% ₹ 399.15 Cr.
Nbfc 10.85% ₹ 273.46 Cr.
Computers - software 7.80% ₹ 196.37 Cr.
Pharmaceuticals 5.72% ₹ 143.99 Cr.
Chemicals - speciality 5.00% ₹ 126.01 Cr.
Others 54.78% -

Top Stock Holdings of Principal Emerging Bluechip Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 5.15% ₹ 129.81 Cr.
ICICI Bank Ltd. 4.75% ₹ 119.65 Cr.
Infosys Ltd. 3.94% ₹ 99.32 Cr.
Dixon Technologies (India) Ltd. 3.72% ₹ 93.77 Cr.
Reliance Industries Ltd. 3.14% ₹ 78.98 Cr.
Others 79.30% -

Top Debt Instrument Type holdings of Principal Emerging Bluechip Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.01% ₹ .26 Cr.
Others 99.99% -

Top Debt Holdings of Principal Emerging Bluechip Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 0.01% ₹ .26 Cr.
Others 99.99%

Other Holdings

Holding TypeHolding Percentage
TREPS 2.19%
Warrants 0.10%
Net Receivables 0.05%