Principal Emerging Bluechip Fund – Analyse AUM, NAV, Returns and more

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


Principal Emerging Bluechip Fund Ranking

Crisil MF Rank 1

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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  1. Invest in Mutual FundOpen Demat Account


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.”


Invest in Principal Emerging Bluechip Fund – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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