INVEST IN TOMMORROW'S POTENTIAL LEADERS.

Equity

Principal Emerging Bluechip Fund

(An open ended equity scheme investing in both large cap and midcap stocks)

This product is suitable for investors who are seeking*

  • Long term Capital Growth
  • Investment in equity & equity related securities including equity derivatives of large & mid capitalization companies

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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 Manager:
Mr. Dhimant Shah
Allotment Date:
November 12, 2008
Benchmark:
S&P BSE 250 Large Midcap Index


Under normal circumstances, the asset allocation would be as follows:

Types of InstrumentsMinimum%Maximum%Risk Profile
Equity & equity related instrumentsof Large Cap companies*3565High
Equity & equity related instruments of Midcap companies*3565High
Equity & equity related instruments of Companies other than Large and Midcap companies*030High
Debt (including securitised debt**), Money Market instruments and Cash and Cash Equivalent030Low to Medium

*The fund will predominantly invest in large and midcap stocks. This market cap ranges will be determined as per prevailing SEBI/ AMFI guidelines.

**Investment in Securitised Debt may be upto 30% of the net assets of the Scheme

The cumulative gross exposure to equity, equity related instruments, debt, money market instruments and derivatives shall not exceed 100% of the net assets of the scheme.

Note: The Asset Management Company (AMC) reserves the right to invest in derivatives (Equity Derivatives) not exceeding 50% of the Net Assets, subject to limits specified by SEBI from time to time. The AMC further reserves the right to invest in foreign securities and derivatives subject to SEBI/RBI or any other Regulatory Authorities permitted from time to time.

The Scheme may engage in short selling of securities in accordance with the framework relating to short selling and securities lending and borrowing specified by SEBI. Subject to the SEBI Regulations, the Mutual Fund may deploy upto 20% of its total net assets of the Scheme in Stock Lending.

The Scheme may invest upto 15% in ETFs#

The Scheme may invest upto 30% in stocks listed on SME platform of BSE and NSE.

The scheme may invest upto 30% in foreign securities, ADR''s and GDRs, subject to SEBI/RBI or any other Regulatory Authorities permitted from time to time.

The Scheme does not seek to participate in repo/reverse repo in corporate debt securities and credit default swaps

Regular Plan and Direct Plan.
Both the Plan offer Dividend & Growth Option

The Dividend Option under both the Plan offers facility of Payout, Reinvestment and Sweep

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

New Investor: 5,000
Existing Investor: 1000

3.00 p.m.

In respect of purchase/switch-in of units for an amount equal to or more than 2 Lakhs, the closing NAV (Net Asset Value) of the day shall be applicable subject to realisation of the funds upto 3.00 p.m. and receipt of application (duly time stamped).

Please check the disclosure page for the current expense ratio.
More Information

SIP / RWP / STP: Available

Minimum No. & Amt. of :

SIP : 12 installments of 500/- each.

RWP: 6 installments of 500/- each.

STP : 6 installments of 1000/- each. 

Disclaimer - Mutual Fund investments are subject to market risks, read all scheme related documents carefully.