Principal Emerging Bluechip Fund (Equity, Mid Cap)

Moderately High
9 yrs 7 monthsStarted on:12 Nov 2008
₹ 1840.83 Cras on: 25 May 2018
Long Term Horizon
2.12%
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 Month0.76
1 YR17.41
2 YR26.67
3 YR16.50

SIP Returns

TenureReturns (CAGR)
1 YR6.13
2 YR17.36
3 YR19.47
5 YR24.01

Portfolio

Company Name% Assets
Eicher Motors Ltd.2.63
Britannia Industries Ltd.2.36
Indusind Bank Ltd.1.83
AIA Engineering Ltd.1.72
HDFC Bank Ltd.1.68
MRF Ltd.1.54
Bajaj Electricals Ltd.1.48
Bajaj Finance Ltd.1.47
Cyient Limited1.47
Tata Consultancy Services Ltd.1.46

Top Sectoral Holdings

Sector Name% Assets
Financial18.96
Engineering10.47
Chemicals8.35
Automobile8.11
Construction7.98
FMCG7.47
Energy7.3
Services6.21
Metals5.52
Technology4.36

Indicators

LabelValue
Portfolio turnover ratio66
Standard Deviation16.95%
Sharpe Ratio0.73

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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