Principal Emerging Bluechip Fund (Equity, Mid Cap)

107.11
30.39%
1
Capital Appreciation
Long Term Horizon
Moderately High
2.42%
8 yrs 12 months12 Nov 2008
₹ 1265.05 Cr18 Oct 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

If redeemed on or before 1 Year from the date of allotment - 1%.

Investment Objective

The scheme will invest 65% - 95% in Mid Cap stocks, i.e., stocks with market cap in the range of market cap of benchmark Nifty Midcap 100 Index, and 5% - 15% in Small Cap stocks, i.e., stocks with market cap lower than the market cap of the last stock in the benchmark Nifty Midcap 100 Index.

Scheme Documents

TenureReturns (CAGR)
YTD
40.66
1 Month
2.33
3 Month
9.43
1 YR
27.48
2 YR
24.52
3 YR
24.85
TenureReturns (CAGR)
1 YR
40.34
2 YR
34.05
3 YR
25.76
5 YR
29.73

Portfolio

Company Name% Assets
Eicher Motors Ltd.2.98
Britannia Industries Ltd.2.61
Indusind Bank Ltd.2.29
Indraprastha Gas Ltd.1.94
Bajaj Finance Ltd.1.88
Petronet LNG Ltd.1.86
AIA Engineering Ltd.1.81
ICICI Bank Ltd.1.76
Shree Cement Ltd.1.74
Hindustan Petroleum Corpn. Ltd.1.72

Top Sectoral Holdings

Sector Name% Assets
Financial20.62
Engineering9.19
Construction8.29
Energy8.26
Automobile8.12
Chemicals8.01
Services7.24
FMCG6.32
Textiles4.68
Metals4.54

Indicators

Portfolio turnover ratio68
Standard Deviation16.22%
Beta1.07%
Sharpe Ratio1.02

Dhimant Shah

Mr. Shah is a B.Com (H) and Chartered Accountant.
Prior to joining HSBC AMC in 2007 he has worked with Reliance Mutual Fund, ASK Raymond James Securities Pvt. Ltd. and IL&FS AMC. s Senior Analyst from April 1997 to August 2003.

Other Funds Managed by Dhimant Shah

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