Principal Emerging Bluechip (Equity, Equity Large & Midcap)

Moderately High
10 yrs 4 monthsStarted on:12 Nov 2008
₹ 1997.48 Cras on: 22 Feb 2019
Long Term Horizon
2.16%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to achieve long term capital appreciation by investing in equity & equity related instruments of large cap & midcap stocks.

Exit Load

If redeemed on or before 1 Year from the date of allotment - 1%.

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR6.07
3 YR17.59

SIP Returns

TenureReturns (CAGR)
3 YR3.76
5 YR10.31
10 YR17.19

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.32
ICICI Bank Ltd.2.8
Britannia Industries Ltd.2.53
Reliance Industries Ltd.2.41
Tata Consultancy Services Ltd.2.19
Bajaj Finance Ltd.2.18
AIA Engineering Ltd.1.99
Kotak Mahindra Bank Ltd.1.87
Infosys Ltd.1.82
Torrent Pharmaceuticals Ltd.1.76

Top Sectoral Holdings

Sector Name% Assets
Financial23.64
FMCG8.97
Engineering8.49
Services8.37
Chemicals7.42
Energy6.88
Healthcare6.31
Technology6.22
Automobile5.79
Construction5

Indicators

LabelValue
Portfolio turnover ratio69
Standard Deviation18.15%
Beta1.12%
Sharpe Ratio0.52

Dhimant Shah

Mr. Shah is a B.Com (H) and Chartered Accountant.
Prior to joining HSBC AMC in 2007 he has worked with Reliance Mutual Fund, ASK Raymond James Securities Pvt. Ltd. and IL&FS AMC. s Senior Analyst from April 1997 to August 2003.

Other Funds Managed by Dhimant Shah