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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 Rank1

Background of Principal Emerging Bluechip Fund

Name of FundPrincipal Emerging Bluechip Fund
Type of Fund ( Open / Close)NA
Category of Fundlarge and mid-cap
Fund ManagerDhimant Shah
Launch Date1-Nov-2008

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  1. Invest in Mutual FundOpen Demat Account


Principal Emerging Bluechip Fund Performance

Risk GradeAbove Average
Return GradeAbove 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/Securities82
Total Bonds
Avg Market Cap (in cr)29645
Portfolio P/B Ratio3.14
Portfolio P/E Ratio25.34
3Y Earning Growth (%)23.48
Average Matuarity
Avg 52 Week High
Avg 52 Week Low
Average Credit Rating

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Franklin India Equity FundIcici Prudential Sensex EtfSbi Small Cap Fund

Principal Emerging Bluechip Fund Composition

Equity95.33%
Debt0.36%
Cash4.31%
Debentures
Bonds
NON Converitbles
Zero Coupons
Bonds (short term)
Repo

Principal Emerging Bluechip Fund Risk Analysis

Standard Deviation18.49
Sharpe Ratio0.45
Beta1.12
R Square0.96
Alpha0.36

Principal Emerging Bluechip Fund NAV – Yearly

2018100.61
2017113.56
201676
201568
201464.63
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%
201749.130%
201611.150%
20156.000%
201480.180%

Principal Emerging Bluechip Fund AUM

20181918
20171455
2016663
2015509
2014415

Fund Expense Ratio

2018
20172.580%
20162.690%
20152.610%
20142.530%

Principal Emerging Bluechip Fund Quarterly Returns

2018 Q1-8.560%
2018 Q20.630%
2018 Q3-3.170%
2018 Q4
2017 Q118.740%
2017 Q24.770%
2017 Q36.920%
2017 Q412.110%
2016 Q1-5.200%
2016 Q211.840%
2016 Q312.750%
2016 Q4-7.200%
2015 Q16.140%
2015 Q2-0.130%
2015 Q3-1.900%
2015 Q41.930%
2014 Q111.600%
2014 Q227.400%
2014 Q310.290%
2014 Q414.800%

Find details on other Mutual Funds

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Aditya Birla Sun Life Frontline Equity FundInvesco India Large Cap FundReliance Etf Junior Bees
Aditya Birla Sun Life Income FundInvesco India Mid Cap FundReliance Etf Nv 20

Bluechip Fund Weightage by Sector

1Financial (21.92%)
2Engineering (9.50%)
3FMCG (8.34%)
4Services (8.07%)
5Chemicals (7.56%)
6Automobile (6.43%)
7Energy (6.28%)
8Healthcare (6.10%)
9Technology (5.54%)
10Construction (5.47%0

Bluechip Fund Weightage by Securities Holding

1HDFC Bank (3.98%)
2ICICI Bank (2.49%)
3Britannia Inds. (2.48%)
4Reliance Industries (2.18%)
5Bajaj Finance (2.12%)
6AIA Engineering (2.08%)
7Tata Consultancy Services (1.97%)
8Maruti Suzuki India (1.91%)
9Exide Industries (1.76%)
10Torrent Pharmaceuticals (1.69%)

Fund Investment Information

AMCPrincipal Asset Management Pvt. Ltd.
RegistrarKarvy Fintech Pvt Ltd.
Minimum Investment5000
Minimum SIP Investment500
Exit Load1% 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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