Formerly Principal Emerging Bluechip Gr
₹ 183.3158
NAV (Dec 31)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 183.3158
NAV (Dec 31)
Last 1Y | 38.9% |
Last 3Y | 21.9% |
Last 5Y | 19.2% |
Last 10Y | 23.7% |
Since Inception | 24.8% |
6 Month CAGR | 13.6% |
The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of large cap & midcap companies.
Expense Ratio | 2.01 |
Launched (16y ago) | Nov 12, 2008 |
AUM in Crores | 3124.318 |
ISIN | INF173K01155 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 22.1 |
Standard Deviation (5yr) | 19.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Principal Emerging Bluechip Fund (Growth) | 11,90,618 | 4,58,006 | 19.2% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 16,756 cr | ||
₹ 14,147 cr | ||
₹ 21,301 cr | ||
₹ 12,185 cr | ||
₹ 9,977 cr |
Principal Asset Management Private Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
21.9% | 24.8% | ||
3% | 5.5% | ||
16.8% | 19% | ||
3.3% | 8.7% | ||
3.9% | 7% |
Principal Emerging Bluechip Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 24.8% over a period of 15 years. The fund was previously known as Principal Emerging Bluechip Gr. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is null.
Nav of Principal Emerging Bluechip Fund (G) as of 12/31/2021 is ₹183.32 with the total AUM as of 3/19/2024 is ₹3124.318. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Emerging Bluechip Fund (G) was launched on Nov 12, 2008. The category risk of the fund is Very High Risk.
The minimum SIP amount for Principal Emerging Bluechip Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Principal Emerging Bluechip Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty LargeMidcap 250 TR INR.
Principal Emerging Bluechip Fund (G) is rated as a 0 fund in Equity and delivered 38.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Principal Emerging Bluechip Fund (G).
What is Principal Emerging Bluechip Fund (G)?
How to invest in Principal Emerging Bluechip Fund (G)?
You can invest in Principal Emerging Bluechip Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Principal Emerging Bluechip Fund (G)?
The minimum sip amount for Principal Emerging Bluechip Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Principal Emerging Bluechip Fund (G) good to invest in?
As per Scripbox experts, Principal Emerging Bluechip Fund (G) is a Not Reviewed Yet fund. You can investPrincipal Emerging Bluechip Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Principal Emerging Bluechip Fund (G)?
The expense ratio of the Principal Emerging Bluechip Fund (G) is 2.01% for regular plan.