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

Moderately High
10 yrs 10 monthsStarted on:12 Nov 2008
₹ 2051.44 Cras on: 22 Aug 2019
Long Term Horizon
2.10%
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)
3 YR5.36

SIP Returns

TenureReturns (CAGR)
5 YR4.99
10 YR14.41

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.64
ICICI Bank Ltd.4.45
Reliance Industries Ltd.2.61
Bajaj Finance Ltd.2.44
Kotak Mahindra Bank Ltd.2.42
State Bank of India2.26
Tata Consultancy Services Ltd.2.24
Britannia Industries Ltd.2.19
Bajaj Finserv Ltd.2.17
Shree Cement Ltd.2.1

Top Sectoral Holdings

Sector Name% Assets
Financial29.22
FMCG7.9
Services7.35
Energy7.22
Engineering7.07
Chemicals6.93
Healthcare6.78
Construction5.57
Technology5.25
Automobile4.41

Indicators

LabelValue
Portfolio turnover ratio65
Standard Deviation15.7%
Beta1.04%
Sharpe Ratio0.13

Dhimant Shah

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

Other Funds Managed by Dhimant Shah