- Mutual Funds
- Principal Mutual Fund
- Principal Emerging Bluechip Fund of (PIDCW-6M)
Formerly Principal Emerging Bluechip Hf Yr DP
Principal Emerging Bluechip Fund of (PIDCW-6M)
₹ 62.87
NAV (Dec 31)
Scripbox recommends other funds for investment in large & mid cap.
Click here to see our recommendations.
Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
14 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
3,125 Cr. Large within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
Scripbox Recommended Large & Mid Cap Funds
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 62.87
NAV (Dec 31)
Fund Returns
Last 1Y | 38.9% |
Last 3Y | 22% |
Last 5Y | 19.2% |
Last 10Y | 23.7% |
Since Inception | 24.8% |
6 Month CAGR | 13.6% |
Scheme Information
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 (14y ago) | Nov 12, 2008 |
AUM in Crores | 3124.318 |
ISIN | INF173K01163 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,202 cr | |||
₹ 13,023 cr | |||
₹ 13,023 cr | |||
₹ 4,202 cr | |||
₹ 4,202 cr |
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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
21.9% | 24.8% | ||
22% | 24.8% | ||
22% | 24.8% | ||
16.8% | 19% | ||
- | 37% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsPrincipal Emerging Bluechip Fund of (PIDCW-6M) Review
Principal Emerging Bluechip Fund of (PIDCW-6M) is a Large & Mid Cap Equity fund and has delivered an annualised return of 24.8% over a period of 13 years. The fund was previously known as Principal Emerging Bluechip Hf Yr DP. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is Ravi Gopalakrishnan.
Nav of Principal Emerging Bluechip Fund of (PIDCW-6M) as of 12/31/2021 is ₹62.87 with the total AUM as of 6/28/2022 is ₹3124.318. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Emerging Bluechip Fund of (PIDCW-6M) 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 of (PIDCW-6M) is ₹1000 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 of (PIDCW-6M) 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 of (PIDCW-6M) is rated as a 4 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 of (PIDCW-6M).
Frequently Asked Questions
What is Principal Emerging Bluechip Fund of (PIDCW-6M)?
How to invest in Principal Emerging Bluechip Fund of (PIDCW-6M)?
You can invest in Principal Emerging Bluechip Fund of (PIDCW-6M) 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 of (PIDCW-6M)?
The minimum sip amount for Principal Emerging Bluechip Fund of (PIDCW-6M) is ₹1000. You can invest in multiples of ₹5000.
Is Principal Emerging Bluechip Fund of (PIDCW-6M) good to invest in?
As per Scripbox experts, Principal Emerging Bluechip Fund of (PIDCW-6M) is a Top Ranked fund. You can investPrincipal Emerging Bluechip Fund of (PIDCW-6M) 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 of (PIDCW-6M)?
The expense ratio of the Principal Emerging Bluechip Fund of (PIDCW-6M) is 2.01% for regular plan.