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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
PRPrincipal MFIDCW

Principal Emerging Bluechip Fund - Half Yearly IDCW

Large & Mid CapEquity - Large & Mid Cap FundBenchmark: NIFTY LargeMidcap 250 - TRI
NAV · 31 Dec 2021₹62.87+1.13%
AUM₹3.1k Crfrom this fund's primary plan
Expense Ratio2.01%
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
Launched2008

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.

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%
Fund Managers
RG
Ravi Gopalakrishnan
Fund Manager
Key Information
2.01%
₹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
Inception12 Nov 2008
AMCPrincipal MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for Principal Emerging Bluechip Fund - Half Yearly IDCW.

Principal MF Latest News

Trailing Returns
PeriodReturns
1 Day+1.13%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.01%
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