Principal Emerging Bluechip Fund - Direct Plan - Growth Option
Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From Principal Mutual Fund. It's been running since 2 Jan 2013.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 52 other funds in Equity Scheme - Large & Mid Cap Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 6 of last 7 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 21% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Principal Emerging Bluechip Fund - Direct Plan - Growth Option against other mid cap funds.
Technical details (for the pros)
Fund info
- Fund house
- Principal Mutual Fund
- Category
- Equity Scheme - Large & Mid Cap Fund
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 119441
- First price on record
- 2 Jan 2013 · 2,211 daily prices
About Principal Emerging Bluechip Fund - Direct Plan - Growth Option
Principal Emerging Bluechip Fund - Direct Plan - Growth Option is a Equity Scheme - Large & Mid Cap Fund offered by Principal Mutual Fund under the Direct plan with the Growth option. It has approximately 14 years of NAV track record. The fund falls in the mid cap category — Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings.
The current NAV of Principal Emerging Bluechip Fund - Direct Plan - Growth Option is ₹197.9600 (as of 30 Dec 2021). Historically, it has delivered 39.17% over the last year, 23.02% CAGR over 3 years, 20.28% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 20.5% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 36.1%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Principal Emerging Bluechip Fund - Direct Plan - Growth Option?+
The latest NAV of Principal Emerging Bluechip Fund - Direct Plan - Growth Option is ₹197.9600 as of 30 Dec 2021, up 0.04% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Principal Emerging Bluechip Fund - Direct Plan - Growth Option?+
Principal Emerging Bluechip Fund - Direct Plan - Growth Option has delivered 1-year return 39.17%, 3-year CAGR 23.02%, 5-year CAGR 20.28%, since-inception CAGR 21.46%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Principal Emerging Bluechip Fund - Direct Plan - Growth Option belong to?+
Principal Emerging Bluechip Fund - Direct Plan - Growth Option is categorised as Equity Scheme - Large & Mid Cap Fund. Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings.
How risky is Principal Emerging Bluechip Fund - Direct Plan - Growth Option?+
Based on its 3-year annualised volatility of 20.5%, Principal Emerging Bluechip Fund - Direct Plan - Growth Option sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Principal Emerging Bluechip Fund - Direct Plan - Growth Option a direct plan?+
Principal Emerging Bluechip Fund - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is Principal Emerging Bluechip Fund - Direct Plan - Growth Option?+
Principal Emerging Bluechip Fund - Direct Plan - Growth Option has NAV history available from 2 Jan 2013 — approximately 14 years of track record and 2,211 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.