Principal Large Cap & Principal Emerging Blue chip Fund
Principal Large Cap Fund
Salient Features
· It’s an open ended Equity - Fund that predominantly invests in the BSE 100 market cap range with a portfolio of 40 – 50 stocks.
· The fund is suitable for conservative investors as large cap Stocks are less volatile as compared to other stocks.
· The fund was a runner up in the CNBC TV – 18 - CRISIL Mutual Fund Awards 2010 in the Large Cap Oriented Funds category.
· The fund has been an outperformer in its category with 2- years’ annualized returns of 19.66% and 5 years annualized returns of 18.01%. (Src : valueresearchonline.com , As on 19th Jul’11)
· Benchmark: - BSE 100 market cap range.
· CRISIL CPR Rating :- CPR 2 & Value research Rating :- ****
Principal Emerging Blue Chip Fund
Salient Features
· It’s an open ended mid & small cap equity fund- Predominantly investing in the CNX Midcap market cap range with 5% to 15% allocation to small cap stocks.
· The objective of the fund is to provide capital appreciation.
· The fund is suitable for the investors with moderate to aggressive risk appetite.
· Inception Date 12th Nov, 2008 & fund has given almost 50% return since Inception. The past 2- years’ annualized returns of the fund are 21.14% (Src : valueresearchonline.com , As on 19th Jul’11)
· Benchmark :- CNX Midcap Index
The soft copy of the KIM is attached for ready reference.
