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
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 57.99
Return (CAGR) 20.00%
Value Research
DSP Equity Opportunities Fund
Current NAV 234.33
Return (CAGR) 17.27%
Value Research
Kotak Equity Opportunities Fund
Current NAV 129.72
Return (CAGR) 18.01%
Value Research
SBI Large & Midcap Fund
Current NAV 236.94
Return (CAGR) 14.14%
Value Research
Aditya Birla SL Equity Advantage Fund
Current NAV 434.93
Return (CAGR) 17.16%
Value Research
IDFC Core Equity Fund
Current NAV 46.33
Return (CAGR) 11.11%
Value Research
Tata Large & Midcap Fund
Current NAV 217.15
Return (CAGR) 12.11%
Value Research
ICICI Pru Large & Mid Cap Fund
Current NAV 324.34
Return (CAGR) 17.43%
Value Research
Franklin India Equity Advantage Fund
Current NAV 78.28
Return (CAGR) 14.71%
Value Research
HDFC Growth Opportunities Fund
Current NAV 112.71
Return (CAGR) 11.01%
Value Research
UTI Core Equity Fund
Current NAV 59.76
Return (CAGR) 12.13%
Value Research
Nippon India vision fund
Current NAV 538.29
Return (CAGR) 17.74%
Value Research


TenureReturns (CAGR)
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


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


Portfolio turnover ratio66
Standard Deviation14.81%
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