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Principal Emerging Bluechip Fund - Half Yearly Dividend Option

Category: Equity: Large and Mid Cap
Launch Date: 12-11-2008
Asset Class: Equity
Benchmark: Nifty Large Midcap 250 TRI
Expense Ratio: 2.4% As on (30-06-2018)
Status: Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,810.69 Cr As on (30-06-2018)
Turn over: 69%
NAV as on 14-08-2018

42.6

0.37 (0.8685%)

CAGR Since Inception

26.09%

Nifty Large Midcap 250 TRI 16.08%

PERFORMANCE of Principal Emerging Bluechip Fund - Half Yearly Dividend Option

Scheme Performance (%)

Data as on - 14-08-2018

Yearly Performance (%)

Fund Managers

Mr. Dhimant Shah

Mr. Shah is a B.Com (H) and Chartered Accountant. Prior to joining HSBC AMC in 2007 he has worked with Reliance Mutual Fund, ASK Raymond James Securities Pvt. Ltd. and IL&FS AMC. s Senior Analyst from April 1997 to August 2003.

Investment Objective

The scheme will invest 65% - 95% in Mid Cap stocks, i.e., stocks with market cap in the range of market cap of benchmark CNX Midcap Index, and 5% - 15% in Small Cap stocks, i.e., stocks with market cap lower than the market cap of the last stock in the benchmark CNX Midcap Index.

RETURNS CALCULATOR for Principal Emerging Bluechip Fund - Half Yearly Dividend Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Principal Emerging Bluechip Fund - Half Yearly Dividend Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Principal Emerging Bluechip Fund - Half Yearly Dividend Option 16.43 1.33 3.8 1.12 - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION of Principal Emerging Bluechip Fund - Half Yearly Dividend Option

Period
Data as on - 14-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Principal Emerging Bluechip Fund - Half Yearly Dividend Option 12-11-2008 10.81 14.6 12.08 27.31 0.0
Sundaram Large and Midcap Growth 27-02-2007 19.77 20.79 14.2 22.54 12.43
Invesco India Growth Opportunities Fund - Growth 09-08-2007 18.93 18.46 12.73 21.15 14.47
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 16.12 15.35 10.77 18.69 12.42
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 15.62 16.33 11.33 17.75 0.0
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 14.67 15.43 10.49 16.91 0.0
Canara Robeco Emerging Equities - Regular Plan - GROWTH 11-03-2005 13.5 20.59 15.4 33.58 20.39
Principal Emerging Bluechip Fund - Growth Option 12-11-2008 12.38 19.05 14.98 29.64 0.0
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 25-02-2015 12.01 18.96 13.35 0.0 0.0
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option 09-07-2010 11.51 20.26 17.17 32.78 0.0

PORTFOLIO ANALYSIS of Principal Emerging Bluechip Fund - Half Yearly Dividend Option

Asset Allocation (%)

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