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  • Principal Mutual Fund
  • Principal Emerging Bluechip Fund (Growth)

Formerly Principal Emerging Bluechip Gr

Principal Mutual Fund

Principal Emerging Bluechip Fund (Growth)

EquityLarge & Mid Cap

183.3158

NAV (Dec 31)

19.2%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

183.3158

NAV (Dec 31)

Fund Returns

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%

Scheme Information

Investment Objective

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
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Principal Emerging Bluechip Fund (Growth)70%11,90,618 4,58,00619.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2021-12-31

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 41,281 cr

₹ 60,559 cr

amc-img

About the AMC

Principal Asset Management Private Limited

Principal Asset Management Private Limited manages assets worth 5,041 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 8 debt and 15 equity funds.amc-img
phone-img022-67720555
Fund NameScripbox 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) Review

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 4/20/2024 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).

Frequently Asked Questions

What is Principal Emerging Bluechip Fund (G)?

Principal Emerging Bluechip Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.