Principal Emerging Bluechip Fund (Equity, Equity Large & Midcap)

Moderately High
9 yrs 9 monthsStarted on:12 Nov 2008
₹ 1810.69 Cras on: 13 Jul 2018
Long Term Horizon
2.40%
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)
1 YR6.39
2 YR18.73
3 YR14.16

SIP Returns

TenureReturns (CAGR)
2 YR10.68
3 YR16
5 YR21.16

Portfolio

Company Name% Assets
Britannia Industries Ltd.2.71
Eicher Motors Ltd.2.67
AIA Engineering Ltd.1.94
Bajaj Finance Ltd.1.84
Exide Industries Ltd.1.76
Indusind Bank Ltd.1.71
HDFC Bank Ltd.1.68
Kotak Mahindra Bank Ltd.1.63
ICICI Bank Ltd.1.62
Infosys Ltd.1.6

Top Sectoral Holdings

Sector Name% Assets
Financial19.91
Engineering10.79
Services9.18
FMCG8.18
Automobile8.02
Energy7.28
Construction6.16
Chemicals5.56
Metals5.48
Technology4.72

Indicators

LabelValue
Portfolio turnover ratio69
Standard Deviation17.34%
Beta1.14%
Sharpe Ratio0.53

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

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