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Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.31

as on 24 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,421 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

  • ₹ 179.150

    as on 24 Sep 2021
  • Regular - Growth

  • 4 / 26

  • ₹ 300

  • ₹ 2,841 Cr.

    as on 24 Sep 2021
  • 2.03%

    since 31 May 2021
  • 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 ₹ 179.150 as on 24 Sep 2021.

This fund has 12 years of track record. Since 31 May 2021 expense ratio of this fund is 2.03%. 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 10.27% 18.57% 32.55% 82.49% 36.04% 26.04% 20.99% 24.68% 72.01% 53.97% 38.28% 26.09% 25.52%
Category Average 7.37% 13.24% 26.80% 71.50% 27.98% 19.32% 15.09% 17.08% 62.05% 47.01% 32.44% 20.62% 18.06%
Principal Emerging Bluechip Fund 6.78%₹ 10,678 11.77%₹ 11,177 27.35%₹ 12,734 73.16%₹ 17,315 62.21%₹ 15,741 31.59%₹ 17,329 49.46%₹ 37,477 20.31%₹ 17,421 34.91%₹ 59,090 16.72%₹ 21,680 22.10%₹ 1,03,893 21.59%₹ 70,782 21.65%₹ 3,76,796
Mirae Asset Emerging Bluechip Fund 6.78%₹ 10,678 12.69%₹ 11,269 26.94%₹ 12,693 77.34%₹ 17,734 64.13%₹ 15,849 34.35%₹ 18,064 52.72%₹ 38,444 26.04%₹ 20,034 38.28%₹ 61,732 20.99%₹ 25,948 26.09%₹ 1,14,368 24.68%₹ 91,012 25.52%₹ 4,64,495
Canara Robeco Emerging Equities 7.83%₹ 10,783 14.06%₹ 11,406 28.39%₹ 12,839 71.57%₹ 17,156 63.34%₹ 15,805 33.57%₹ 17,856 50.29%₹ 37,724 22.13%₹ 18,227 35.81%₹ 59,787 18.21%₹ 23,107 23.35%₹ 1,07,063 22.54%₹ 76,484 23.18%₹ 4,09,220
Kotak Equity Opportunities Fund 5.87%₹ 10,586 10.75%₹ 11,075 22.60%₹ 12,259 63.33%₹ 16,332 52.57%₹ 15,193 27.29%₹ 16,213 42.67%₹ 35,498 20.60%₹ 17,549 31.15%₹ 56,224 15.68%₹ 20,730 20.73%₹ 1,00,498 16.99%₹ 48,104 17.89%₹ 3,07,394
Edelweiss Large & Mid Cap Fund 6.80%₹ 10,680 12.67%₹ 11,267 24.65%₹ 12,465 70.09%₹ 17,009 59.52%₹ 15,589 28.41%₹ 16,499 46.50%₹ 36,611 20.63%₹ 17,560 33.09%₹ 57,688 - - - -
Invesco India Growth Opportunities Fund 7.42%₹ 10,741 12.32%₹ 11,231 23.89%₹ 12,388 58.17%₹ 15,816 51.86%₹ 15,152 23.52%₹ 15,267 39.77%₹ 34,664 17.63%₹ 16,281 28.39%₹ 54,188 15.88%₹ 20,912 19.78%₹ 98,218 16.44%₹ 45,906 17.21%₹ 2,96,427

Portfolio Holdings

Portfolio holdings pattern of Principal Emerging Bluechip Fund as on 27 Sep 2021 are listed below:

  • Equity Holdings:

    97.88%
  • Debt Holdings:

    0.01%
  • Others Holdings:

    2.11%

Top Sector Holdings of Principal Emerging Bluechip Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 16.65% ₹ 523.45 Cr.
Computers - software 8.26% ₹ 234.56 Cr.
Nbfc 7.40% ₹ 226.35 Cr.
Pharmaceuticals 6.06% ₹ 172.50 Cr.
Chemicals - speciality 4.36% ₹ 123.82 Cr.
Others 57.27% -

Top Stock Holdings of Principal Emerging Bluechip Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 4.48% ₹ 127.33 Cr.
ICICI Bank Ltd. 4.31% ₹ 122.45 Cr.
Infosys Ltd. 4.04% ₹ 114.76 Cr.
Dixon Technologies (India) Ltd. 3.60% ₹ 102.22 Cr.
Reliance Industries Ltd. 2.93% ₹ 83.22 Cr.
Others 80.64% -

Top Debt Instrument Type holdings of Principal Emerging Bluechip Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 0.01% ₹ .39 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% ₹ .39 Cr.
Others 99.99%

Other Holdings

Holding TypeHolding Percentage
TREPS 1.55%
Net Receivables 0.56%