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Principal Emerging Bluechip Fund (G)

68.220 0.01 (0.01%)

NAV as on 29 Jan, 2015

CRISIL MF RANK

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

Very Good performance in the category

The scheme is ranked 1 in Small & Mid Cap category by Crisil (for quarter ended Mar 2014) up from Rank 2 last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Benchmark Index:
 
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Returns (NAV as on 29 Jan, 2015)

Period Returns (%) Rank #
1 mth 6.6 52
3 mth 16.8 41
6 mth 34.5 29
1 year 101.5 42
2 year 41.8 43
3 year 41.0 5
5 year 19.7 27

# Moneycontrol Rank within 122 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 11.1 27.3 9.7 15.0 -
2013 -9.4 -0.3 -4.9 18.2 4.8
2012 25.2 -0.4 11.7 8.8 55.7
2011 -14.2 -2.9 -11.8 -11.5 -35.4
2010 4.0 2.2 12.7 -3.0 18.3

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 6.6 16.8 34.5 101.5 41.8 41.0 19.7
Category avg 5.9 14.6 27.7 76.3 28.5 24.7 12.7
Difference of Fund returns and Category returns 0.7 2.2 6.8 25.2 13.3 16.3 7.0
Best of category 10.6 28.9 46.1 144.2 58.1 46.2 27.3
Worst of category 0.9 -1.0 5.9 53.9 24.7 19.2 10.6
Benchmark returns # 5.2 12.6 21.3 78.0 25.7 23.7 12.3
Difference of Fund returns and Benchmark returns 1.4 4.2 13.2 23.5 16.1 17.3 7.4
Principal Emerging Bluechip Fund (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)
# Benchmark Index: CNX Midcap

Investment Info

Investment Objective

To achieve long-term capital appreciation by investing in equity & equity related instruments of Mid Cap & Small Cap companies.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 20, 2008
Benchmark CNX Midcap
Asset Size (Rs cr) 408.05 (Dec-31-2014)
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 Opportunities (G) Rank 4
7,671.50 15.6 29.8 91.5 36.7 24.9
ICICI Pru Value Discovery Fund (G) Rank 4
6,934.14 13.0 24.4 96.1 37.4 22.8
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
IDFC Premier Equity - Regular (G) Rank 5
5,934.25 13.9 25.0 75.6 32.0 21.4
Sundaram Select Midcap -RP (G) Rank 4
2,473.95 16.9 32.0 100.2 35.4 20.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Motherson Sumi Automotive 15.87 3.89
Eicher Motors Automotive 13.91 3.41
ICICI Bank Banking/Finance 13.47 3.30
Federal Bank Banking/Finance 12.77 3.13
Tech Mahindra Technology 12.20 2.99
Sadbhav Engg Engineering 12.20 2.99
Amara Raja Batt Automotive 11.75 2.88
Aurobindo Pharm Pharmaceuticals 11.59 2.84
Shree Cements Cement 10.69 2.62
Gateway Distri Miscellaneous 9.92 2.43

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 19.28 39.22 14.96
Engineering 11.42 22.72 5.93
Automotive 11.40 24.98 11.40
Pharmaceuticals 10.12 20.74 10.12
Cement 7.70 12.76 3.34
Manufacturing 5.25 13.98 5.25

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 97.21
Others 1.19
Debt 0.00
Mutual Funds 0.76
Money Market 0.00
Cash / Call 0.84

View All

Concentration

Holdings (%)
Top 5 16.72
Top 10 30.48
Sector (%)
Top 3 42.10

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