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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    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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    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%

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    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

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      2. Mobile No.
      3. City
      4. Select Services Invest in Mutual FundOpen Demat Account


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