Principal Emerging Bluechip Fund (Equity, Mid Cap)

Moderately High
9 yrs 4 monthsStarted on:12 Nov 2008
₹ 1668.55 Cras on: 16 Feb 2018
Long Term Horizon
2.37%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

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

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month1.02
1 YR27.05
2 YR36.20
3 YR16.92

SIP Returns

TenureReturns (CAGR)
1 YR15.62
2 YR25.33
3 YR22
5 YR26.73

Portfolio

Company Name% Assets
Eicher Motors Ltd.2.4
Britannia Industries Ltd.2.13
Indusind Bank Ltd.1.9
ICICI Bank Ltd.1.78
AIA Engineering Ltd.1.69
Petronet LNG Ltd.1.6
Indraprastha Gas Ltd.1.52
Navin Fluorine International Ltd.1.5
HDFC Bank Ltd.1.48
Hindustan Petroleum Corpn. Ltd.1.43

Top Sectoral Holdings

Sector Name% Assets
Financial19.07
Engineering11.17
Chemicals9.34
Energy8.57
Construction8.39
Automobile6.76
Services6.46
Metals6.37
FMCG5.84
Textiles4.36

Indicators

LabelValue
Portfolio turnover ratio68
Standard Deviation16.26%
Beta1.02%
Sharpe Ratio0.93

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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