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

Moderately High
11 yrs 7 monthsStarted on:12 Nov 2008
₹ 1822.03 Cras on: 21 May 2020
Long Term Horizon
2.18%
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

Similar Funds
Mirae Asset Emerging Bluechip Fund
Current NAV 45.14
Return (CAGR) 16.49%
Value Research
DSP Equity Opportunities Fund
Current NAV 180.56
Return (CAGR) 15.54%
Value Research
Kotak Equity Opportunities Fund
Current NAV 100.87
Return (CAGR) 15.85%
Value Research
Tata Large & Midcap Fund
Current NAV 170.36
Return (CAGR) 11.00%
Value Research
SBI Large & Midcap Fund
Current NAV 175.12
Return (CAGR) 12.75%
Value Research
Aditya Birla SL Equity Advantage Fund
Current NAV 321.1
Return (CAGR) 15.59%
Value Research
IDFC Core Equity Fund
Current NAV 33.95
Return (CAGR) 8.61%
Value Research
ICICI Pru Large & Mid Cap Fund
Current NAV 251.25
Return (CAGR) 15.87%
Value Research
HDFC Growth Opportunities Fund
Current NAV 84.98
Return (CAGR) 9.73%
Value Research
UTI Core Equity Fund
Current NAV 46.35
Return (CAGR) 10.98%
Value Research
Nippon India vision fund
Current NAV 394.78
Return (CAGR) 16.09%
Value Research
Franklin India Equity Advantage Fund
Current NAV 55.5
Return (CAGR) 11.91%
Value Research

Tenure

TenureReturns (CAGR)
1 Month0.51

SIP Returns

TenureReturns (CAGR)
10 YR11.28

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.69
Reliance Industries Ltd.4.85
ICICI Bank Ltd.4.81
Divi's Laboratories Ltd.3.08
Infosys Ltd.3.05
Kotak Mahindra Bank Ltd.2.73
Torrent Pharmaceuticals Ltd.2.6
Navin Fluorine International Ltd.2.57
Dixon Technologies (India) Ltd.2.51
Tata Consultancy Services Ltd.2.48

Top Sectoral Holdings

Sector Name% Assets
Financial23.37
Healthcare9.88
Energy9.45
Services8.38
Chemicals8.36
FMCG7.54
Construction5.95
Engineering5.92
Technology5.53
Automobile4.39

Indicators

LabelValue
Portfolio turnover ratio56
Standard Deviation21.86%
Beta0.97%

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