• Mutual Funds
  • Principal Mutual Fund
  • Principal Emerging Bluechip Fund of (RIDCW-6M)

Formerly Principal Emerging Bluechip Hf Yr DR

Principal Mutual Fund

Principal Emerging Bluechip Fund of (RIDCW-6M)

EquityLarge & Mid Cap

Top Ranked

62.87

NAV (Dec 31)

19.2%
5 Year CAGR
Scripbox Opinion
Top Ranked
Principal Emerging Bluechip Fund of (RIDCW-6M) is a good choice within large & mid cap mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

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

Invest in this fund

Scripbox Recommended Large & Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn more

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

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

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 (14y ago)

Nov 12, 2008

AUM in Crores

3124.318

ISIN

INF173K01171

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,100 cr

5

₹ 4,100 cr

5

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

  • 022-67720555
  • customer@principalindia.com
  • Fund NameScripbox 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 Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Principal Emerging Bluechip Fund of (RIDCW-6M) Review

    Principal Emerging Bluechip Fund of (RIDCW-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 DR. The fund is managed by Principal Asset Management Private Limited. The fund manager’s name is null.

    Nav of Principal Emerging Bluechip Fund of (RIDCW-6M) as of 12/31/2021 is ₹62.87 with the total AUM as of 7/7/2022 is ₹3124.318. With Scripbox you can compare and check the latest nav for all mutual funds in India. Principal Emerging Bluechip Fund of (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-6M).

    Frequently Asked Questions

    What is Principal Emerging Bluechip Fund of (RIDCW-6M)?

    Principal Emerging Bluechip Fund of (RIDCW-6M) is a Large & Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Principal Emerging Bluechip Fund of (RIDCW-6M)?

    You can invest in Principal Emerging Bluechip Fund of (RIDCW-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 (RIDCW-6M)?

    The minimum sip amount for Principal Emerging Bluechip Fund of (RIDCW-6M) is ₹1000. You can invest in multiples of ₹5000.

    Is Principal Emerging Bluechip Fund of (RIDCW-6M) good to invest in?

    As per Scripbox experts, Principal Emerging Bluechip Fund of (RIDCW-6M) is a Top Ranked fund. You can investPrincipal Emerging Bluechip Fund of (RIDCW-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 (RIDCW-6M)?

    The expense ratio of the Principal Emerging Bluechip Fund of (RIDCW-6M) is 2.01% for regular plan.