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Principal Emerging Bluechip Fund - Direct Plan (G)

63.440 0.14 (0.22%)

NAV as on 21 Nov, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : PRINCIPAL Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 21 Nov, 2014)

Period Returns (%) Rank #
1 mth 10.4 20
3 mth 16.6 22
6 mth 35.3 37
1 year 91.0 33
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 118 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 11.3 27.5 9.8 - -
2013 -10.1 -0.1 -4.8 18.4 4.4

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 10.4 16.6 35.3 91.0 -- -- --
Category avg 7.8 13.3 30.6 67.0 14.6 12.9 6.9
Difference of Fund returns and Category returns 2.6 3.3 4.7 24.0 -- -- --
Best of category 13.9 20.2 58.4 121.3 48.8 42.7 26.0
Worst of category 3.6 8.3 14.6 42.9 23.3 20.7 10.3
Benchmark returns # 8.3 9.6 21.6 64.6 25.7 23.3 11.2
Difference of Fund returns and Benchmark returns 2.1 7.0 13.7 26.4 -- -- --
# Benchmark Index: CNX Midcap

Investment Info

Investment Objective

The primary objective of the scheme is to achieve long-term capital appreciation by investing in equity and equity related instruments of Mid Cap and Small Cap companies.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CNX Midcap
Asset Size (Rs cr) 4.96 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Dhimant Shah
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office Principal Mutual Fund, Exchange Plaza, 'B' Wing, 2nd Floor, NSE Building, Bandra Kurla Complex, Bandra (E), Mumbai, 400 051
Tel. No. 022 - 2202 1111
Fax No. 91 22 2204 4990
Email customer@principalindia.com
Website http://www.principalindia.com/

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 13.6 32.1 88.2 -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 13.4 31.7 87.0 34.7 24.3
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 9.1 27.8 84.5 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 8.9 27.3 83.2 36.0 23.1
IDFC Premier Equity - Direct (G) Not Ranked
398.22 12.3 29.4 68.2 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Motherson Sumi Automotive 15.79 3.88
Tech Mahindra Technology 13.62 3.35
ICICI Bank Banking/Finance 13.09 3.22
Federal Bank Banking/Finance 12.97 3.19
Eicher Motors Automotive 12.87 3.16
Sadbhav Engg Engineering 11.98 2.95
Shree Cements Cement 11.27 2.77
Aurobindo Pharm Pharmaceuticals 10.81 2.66
Amara Raja Batt Automotive 10.81 2.66
Symphony Cons Durable 10.31 2.54

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 19.19 19.26 14.96
Automotive 12.45 15.31 11.42
Engineering 10.84 11.97 5.93
Pharmaceuticals 10.49 14.11 10.49
Manufacturing 7.03 7.98 5.43
Cement 6.68 8.02 3.34

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 97.63
Others 0.59
Debt 0.00
Mutual Funds 0.79
Money Market 0.00
Cash / Call 0.99

View All

Concentration

Holdings (%)
Top 5 16.80
Top 10 30.38
Sector (%)
Top 3 42.48

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