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Historical NAV
₹ 63.41
NAV (Nov 26)
Fund Returns
Last 1Y
45.6%
Last 3Y
21.7%
Last 5Y
18.3%
Last 10Y
22.4%
Since Inception
24.7%
6 Month CAGR
16.2%
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.
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.
Principal Asset Management Private Limited manages assets worth 9,520 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 30 equity,31 debt and 16 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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About Principal Emerging Bluechip Fund of Income Dis cum Cap Wdrl (PIDCW-6M)
About Principal Emerging Bluechip Fund of Income Dis cum Cap Wdrl (PIDCW-6M)
Principal Emerging Bluechip Fund of Income Dis cum Cap Wdrl (PIDCW-6M) is a Diversified Equity fund and has delivered an annualised return of 24.7% 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
Principal Emerging Bluechip Fund of Income Dis cum Cap Wdrl (PIDCW-6M) 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. . However, there is no assurance that the objective of the scheme will be realized.
Principal Emerging Bluechip Fund of Income Dis cum Cap Wdrl (PIDCW-6M) NAV,AUM,Risk
The Principal Emerging Bluechip Fund of Income Dis cum Cap Wdrl (PIDCW-6M) fund was launched on Nov 12, 2008. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-11-26 is ₹63.41. The total AUM (Asset Under Management) of the fund as of 27/11/2021 is ₹3200.102. The category risk of the Principal Emerging Bluechip Fund of Income Dis cum Cap Wdrl (PIDCW-6M) fund is Very High Risk. The fund charges 2 % as expense ratio.
Principal Emerging Bluechip Fund of Income Dis cum Cap Wdrl (PIDCW-6M) Holdings
The fund’s highest allocation is towards Equity and has invested 96.7% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , infosys ltd , treps 01-nov-2021 , reliance industries ltd , dixon technologies (india) ltd , bajaj finance ltd , housing development finance corp ltd , mphasis ltd , tci express ltd , bajaj finserv ltd , tata motors ltd , larsen & toubro ltd , divi's laboratories ltd , sona blw precision forgings ltd , avenue supermarts ltd , beml ltd , mold-tek packaging ltd , canara bank , axis bank ltd , max financial services ltd , relaxo footwears ltd , polycab india ltd , navin fluorine international ltd , atul ltd , godrej properties ltd , indian bank , indusind bank ltd , skf india ltd , tata power co ltd , bank of baroda , tata consultancy services ltd , srf ltd , shree cement ltd , hindalco industries ltd , tata steel ltd , fortis healthcare ltd , l&t finance holdings ltd , ultratech cement ltd , motherson sumi systems ltd , wipro ltd , astral ltd , state bank of india , gujarat gas ltd , rossari biotech ltd ordinary shares , maruti suzuki india ltd , ashok leyland ltd , bharti airtel ltd , varun beverages ltd , natco pharma ltd , laurus labs ltd , ipca laboratories ltd , jubilant foodworks ltd , kajaria ceramics ltd , sundaram fasteners ltd , gujarat state petronet ltd , pi industries ltd , minda industries ltd , balkrishna industries ltd , indraprastha gas ltd , bharat petroleum corp ltd , hindustan unilever ltd , aia engineering ltd , net receivable / payable
Principal Emerging Bluechip Fund of Income Dis cum Cap Wdrl (PIDCW-6M) Sip
The minimum SIP (Systematic Investment Plan) amount for this 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.
Principal Emerging Bluechip Fund of Income Dis cum Cap Wdrl (PIDCW-6M) Investment volatility and Horizon
This fund 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 Income Dis cum Cap Wdrl (PIDCW-6M) Review
Principal Emerging Bluechip Fund of Income Dis cum Cap Wdrl (PIDCW-6M) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance.
As compared to the other funds in its category, Principal Emerging Bluechip Fund of Income Dis cum Cap Wdrl (PIDCW-6M) has a score of 4 out of 5
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
