Principal Emerging Bluechip Fund is a large and mid-cap category fund launched in 2008 by Principal Emerging Mutual Fund. The fund manager name is Dhimant Shah. The risk in this fund is above average but the returns are above average. In this article, we will do a detailed analysis of the Principal Emerging Bluechip Fund, we will dig deep into its AUM, NAV Returns & more.
Principal Emerging Bluechip Fund Ranking
Background of Principal Emerging Bluechip Fund
| Name of Fund |
Principal Emerging Bluechip Fund |
| Type of Fund ( Open / Close) |
NA |
| Category of Fund |
large and mid-cap |
| Fund Manager |
Dhimant Shah |
| Launch Date |
1-Nov-2008 |
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Principal Emerging Bluechip Fund Performance
| Risk Grade |
Above Average |
| Return Grade |
Above Average |
| NAV (as on current Date) |
Rs. 100.61 as on Dec 14, 2018 |
| Net Asset (as on current date) |
Rs. 2020.9 crore as on Nov 30, 2018 |
Principal Emerging Bluechip Fund Portfolio Characteristics
| Total Stock/Securities |
82 |
| Total Bonds |
|
| Avg Market Cap (in cr) |
29645 |
| Portfolio P/B Ratio |
3.14 |
| Portfolio P/E Ratio |
25.34 |
| 3Y Earning Growth (%) |
23.48 |
| Average Matuarity |
|
| Avg 52 Week High |
|
| Avg 52 Week Low |
|
| Average Credit Rating |
|
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Principal Emerging Bluechip Fund Composition
| Equity |
95.33% |
| Debt |
0.36% |
| Cash |
4.31% |
| Debentures |
|
| Bonds |
|
| NON Converitbles |
|
| Zero Coupons |
|
| Bonds (short term) |
|
| Repo |
|
Principal Emerging Bluechip Fund Risk Analysis
| Standard Deviation |
18.49 |
| Sharpe Ratio |
0.45 |
| Beta |
1.12 |
| R Square |
0.96 |
| Alpha |
0.36 |
Principal Emerging Bluechip Fund NAV – Yearly
| 2018 |
100.61 |
| 2017 |
113.56 |
| 2016 |
76 |
| 2015 |
68 |
| 2014 |
64.63 |
| 52 Week High (NAV) |
116.3 |
| 52 Week Low (NAV) |
93.6 |
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Principal Emerging Bluechip Fund Returns – Yearly
| 2018 |
-11.400% |
| 2017 |
49.130% |
| 2016 |
11.150% |
| 2015 |
6.000% |
| 2014 |
80.180% |
Principal Emerging Bluechip Fund AUM
| 2018 |
1918 |
| 2017 |
1455 |
| 2016 |
663 |
| 2015 |
509 |
| 2014 |
415 |
Fund Expense Ratio
| 2018 |
– |
| 2017 |
2.580% |
| 2016 |
2.690% |
| 2015 |
2.610% |
| 2014 |
2.530% |
Principal Emerging Bluechip Fund Quarterly Returns
| 2018 Q1 |
-8.560% |
| 2018 Q2 |
0.630% |
| 2018 Q3 |
-3.170% |
| 2018 Q4 |
– |
|
|
| 2017 Q1 |
18.740% |
| 2017 Q2 |
4.770% |
| 2017 Q3 |
6.920% |
| 2017 Q4 |
12.110% |
|
|
| 2016 Q1 |
-5.200% |
| 2016 Q2 |
11.840% |
| 2016 Q3 |
12.750% |
| 2016 Q4 |
-7.200% |
|
|
| 2015 Q1 |
6.140% |
| 2015 Q2 |
-0.130% |
| 2015 Q3 |
-1.900% |
| 2015 Q4 |
1.930% |
|
|
| 2014 Q1 |
11.600% |
| 2014 Q2 |
27.400% |
| 2014 Q3 |
10.290% |
| 2014 Q4 |
14.800% |
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Bluechip Fund Weightage by Sector
| 1 |
Financial (21.92%) |
| 2 |
Engineering (9.50%) |
| 3 |
FMCG (8.34%) |
| 4 |
Services (8.07%) |
| 5 |
Chemicals (7.56%) |
| 6 |
Automobile (6.43%) |
| 7 |
Energy (6.28%) |
| 8 |
Healthcare (6.10%) |
| 9 |
Technology (5.54%) |
| 10 |
Construction (5.47%0 |
Bluechip Fund Weightage by Securities Holding
| 1 |
HDFC Bank (3.98%) |
| 2 |
ICICI Bank (2.49%) |
| 3 |
Britannia Inds. (2.48%) |
| 4 |
Reliance Industries (2.18%) |
| 5 |
Bajaj Finance (2.12%) |
| 6 |
AIA Engineering (2.08%) |
| 7 |
Tata Consultancy Services (1.97%) |
| 8 |
Maruti Suzuki India (1.91%) |
| 9 |
Exide Industries (1.76%) |
| 10 |
Torrent Pharmaceuticals (1.69%) |
Fund Investment Information
| AMC |
Principal Asset Management Pvt. Ltd. |
| Registrar |
Karvy Fintech Pvt Ltd. |
| Minimum Investment |
5000 |
| Minimum SIP Investment |
500 |
| Exit Load |
1% for redemption within 365 days |
Conclusion:
“The scheme seeks to achieve long term capital appreciation by investing in equity & equity related instruments of large cap & midcap stocks.”
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