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PRPrincipal MFDirect · Growth

Principal Emerging Bluechip Fund - Growth - Direct Plan

Large & Mid CapEquity - Large & Mid Cap FundBenchmark: NIFTY LargeMidcap 250 - TRI
NAV · 31 Dec 2021₹200.18+1.12%
AUM₹3.1k Crfrom this fund's primary plan
Expense Ratio0.92%
CAGR—
Exit LoadNil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
Min SIP₹100from this fund's primary plan
Launched2013

Investment Objective

The primary objective of the Scheme is to achieve long-term capital appreciation y investing in equity & equity related instruments of large cap & midcap companies.

Fund Mandate

Equity & equity related instruments of Companies other than Large and Midcap companies0%–30%
Debt (including securitised debt), MMI & Cash and Cash Equivalent0%–30%
Equity & equity related instruments of Large Cap companies35%–65%
Equity & equity related instruments of Midcap companies35%–65%
Asset Allocation
Domestic Equity93.6%
Cash & Equivalents6.3%
Fund Managers
RG
Ravi Gopalakrishnan
Fund Manager
Key Information
0.92%
₹100from this fund's primary plan
₹300
Nil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
Nil
Inception01 Jan 2013
AMCPrincipal MF
Top Holdings
1TREPS 01-Dec-2021Miscellaneous6.62%
2ICICI Bank Ltd.Bank4.44%
3HDFC Bank Ltd.Bank4.06%
4Infosys Ltd.IT3.98%
5Reliance Industries Ltd.Crude Oil3.04%
6Dixon Technologies (India) Ltd.Consumer Durables3.01%
7Bajaj Finance Ltd.Finance2.53%
8TCI Express Ltd.Logistics2.34%
9Sona BLW Precision Forgings Ltd.Automobile & Ancillaries2.24%
10Housing Development Finance Corporation Ltd. - (Amalgamated)Finance2.17%
Sector Allocation
Bank15.7%
Automobile & Ancillaries11.8%
Finance9.6%
IT9.0%
Healthcare6.6%
Miscellaneous6.6%
FMCG6.0%
Chemicals5.2%
Crude Oil3.5%
Construction Materials3.2%
Consumer Durables3.0%
Gas Transmission2.3%
Logistics2.3%
Capital Goods2.1%
Infrastructure2.1%
Retailing2.0%
Electricals1.7%
Power1.4%
Realty1.3%
Non - Ferrous Metals1.2%
Plastic Products1.2%
Telecom1.2%
Iron & Steel1.1%
G-Sec0.0%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

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Trailing Returns
PeriodReturns
1 Day+1.12%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.92%
Nil upto 24% of units and 1% for remaining units on or before 365D, Nil after 365D
Nil
₹100from this fund's primary plan
₹300
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme