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Principal Emerging Bluechip Fund

4 Value Research
0.69%
Change from previous, NAV as on Aug 23, 2019
Category: Equity: Large & MidCap
Assets: R 2,051 crore (As on Jul 31, 2019)
Expense: 2.10% (As on Jul 31, 2019)
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Trailing Return


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Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


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Best & Worst Performance Best (Period) Worst (Period)
Month 42.32   (May 11, 2009 - Jun 10, 2009) -15.87   (Sep 07, 2018 - Oct 09, 2018)
Quarter 116.81   (Mar 09, 2009 - Jun 10, 2009) -25.27   (Nov 10, 2010 - Feb 09, 2011)
Year 205.21   (Mar 09, 2009 - Mar 11, 2010) -35.00   (Dec 31, 2010 - Jan 02, 2012)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 8.10 15.70 0.13 0.20 1.11 -2.02
S&P BSE 250 Large MidCap TRI 9.70 13.14 0.28 0.45 - -
Category 7.58 14.15 0.11 0.18 1.00 -2.13
Rank within Category 9 20 12 12 20 13
Number of funds in category 23 23 23 23 23 23
As on Jul 31, 2019. The Risk Measures have been calculated using calendar month returns for the last three years.
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund -7.24 0.69 -1.95 -4.16 -8.54 -2.36 -15.83 5.62 11.72 18.54 15.69
S&P BSE 250 Large MidCap TRI -3.01 -1.59 -2.61 -5.09 -7.83 -0.76 -9.14 7.90 8.28 12.53 10.87
Category -4.41 0.65 -2.00 -4.16 -6.59 -0.13 -10.87 5.58 8.62 13.75 11.70
Rank within Category 18 11 15 14 21 20 19 11 3 3 2
Number of funds in category 24 25 25 25 25 24 22 21 19 18 17
As on Aug 23, 2019