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

Moderately High
11 yrs 4 monthsStarted on:12 Nov 2008
₹ 2202.11 Cras on: 26 Feb 2020
Long Term Horizon
1.91%
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)
YTD3.78
3 Month5.39
1 YR15.92
2 YR1.58
3 YR9.44

SIP Returns

TenureReturns (CAGR)
1 YR17.32
2 YR7.77
3 YR5.95
5 YR10.05
10 YR16.57

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.76
ICICI Bank Ltd.4.39
Reliance Industries Ltd.3.67
Kotak Mahindra Bank Ltd.2.81
Bajaj Finserv Ltd.2.49
Bajaj Finance Ltd.2.46
Infosys Ltd.2.3
AIA Engineering Ltd.2.21
Divi's Laboratories Ltd.2.14
Dixon Technologies (India) Ltd.2.11

Top Sectoral Holdings

Sector Name% Assets
Financial27.16
Services8.92
Energy8.74
Healthcare7.78
Chemicals7.49
FMCG7.45
Construction6.05
Engineering5.98
Automobile4.23
Technology3.99

Indicators

LabelValue
Portfolio turnover ratio66
Standard Deviation14.81%
Beta1.04%
Sharpe Ratio0.4

Ravi Gopalakrishnan

Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.

Other Funds Managed by Ravi Gopalakrishnan