Principal Emerging Bluechip Fund


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Fund Performance Analysis

Principal Emerging Bluechip Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 7, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Principal Emerging Bluechip Fund Performance Analysis

Principal Emerging Bluechip Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Principal Emerging Bluechip Fund

Top Performing Funds in Large & Mid Cap Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Canara Robeco Emerging Equities

4 The Canara Robeco Emerging Equities is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Emerging Equities performance snapshot section. 3.48% 20.48% -25.80% -15.96% 0.58 0.27 0.48

Edelweiss Large & Mid Cap Fund

3 The Edelweiss Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Edelweiss Large & Mid Cap Fund performance snapshot section. 6.68% 19.57% -26.03% -16.79% 0.57 0.27 0.47

Kotak Equity Opportunities Fund

2 The Kotak Equity Opportunities Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Kotak Equity Opportunities Fund performance snapshot section. 10.85% 19.10% -28.32% -17.35% 0.57 0.26 0.49

Quant Large & Mid Cap Fund

1 The Quant Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has 22 KPIs that are in top quartile. The fund has 96% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Quant Large & Mid Cap Fund performance snapshot section. 14.54% 27.17% -21.85% -21.69% 0.69 0.36 0.45

Tata Large & Mid Cap Fund

5 The Tata Large & Mid Cap Fund is a Large & Mid Cap Fund. In the Large & Mid Cap Fund category there are 26 funds. The fund has ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Tata Large & Mid Cap Fund performance snapshot section. 14.73% 19.71% -28.26% -17.70% 0.56 0.27 0.49

Principal Emerging Bluechip Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 7, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Principal Emerging Bluechip Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
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Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Large & Mid Cap Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Icici Prudential Large & Mid Cap Fund

0.00
1
-0.18
10
1.80
6
5.15
5
15.58
10
13.79
3
22.55
2
12.93
7

Kotak Equity Opportunities Fund

-0.10
2
-0.14
9
0.21
20
2.95
13
15.62
9
10.85
6
19.10
11
12.93
8

Uti Core Equity Fund

-0.27
3
-0.46
21
1.03
12
3.14
12
14.93
13
6.98
9
20.31
7
10.71
16

Nippon India Vision Fund

-0.28
4
-0.03
5
0.99
13
2.54
14
13.06
16
7.05
8
17.76
16
7.63
19

Dsp Equity Opportunities Fund

-0.28
5
-0.44
20
1.64
8
3.86
10
15.94
8
6.62
11
17.47
17
10.95
15

Union Large & Midcap Fund

-0.35
6
-0.46
22
0.17
21
1.71
20
12.92
18
2.20
21

Invesco India Growth Opportunities Fund

-0.37
7
-0.24
13
1.45
9
4.08
8
15.15
12
5.86
14
15.03
22
11.46
11

Lic Mf Large & Mid Cap Fund

-0.37
8
-0.51
24
0.32
19
-0.41
25
10.17
24
2.81
20
16.16
19
11.16
12

Hdfc Large And Mid Cap Fund

-0.37
9
-0.12
8
1.77
7
4.26
7
16.14
7
10.82
7
21.78
4
13.23
6

Tata Large & Mid Cap Fund

-0.37
10
0.10
3
2.03
3
5.77
4
20.64
1
14.73
1
19.71
9
13.80
3

Bank Of India Large & Mid Cap Equity Fund

-0.38
11
-0.29
15
1.08
11
2.27
16
17.18
6
6.39
12
18.36
14
9.63
17

Motilal Oswal Large And Midcap Fund

-0.38
12
0.03
4
1.93
4
6.47
2
20.08
2
5.16
15
18.46
13

Baroda Bnp Paribas Large & Mid Cap Fund

-0.39
13
-0.09
7
0.82
14
4.08
9
15.21
11
4.12
17

Sbi Large And Midcap Fund

-0.39
14
-0.23
11
0.56
17
5.12
6
18.20
5
12.36
4
21.92
3
13.57
4

Quant Large & Mid Cap Fund

-0.41
15
1.09
1
3.91
1
7.24
1
19.15
3
14.54
2
27.17
1
14.69
1

Hsbc Large And Mid Cap Equity Fund

-0.42
16
-0.38
17
0.08
25
1.86
18
12.71
19
2.13
22
16.00
21

Mirae Asset Emerging Bluechip Fund

-0.42
17
-0.42
18
1.84
5
2.40
15
11.44
21
1.96
23
20.74
5
14.43
2

Franklin India Equity Advantage Fund

-0.43
18
-0.23
12
2.37
2
0.91
24
10.14
25
0.51
24
16.73
18
9.51
18

Idfc Core Equity Fund

-0.45
19
-0.27
14
0.73
15
5.88
3
18.37
4
11.23
5
18.94
12
11.04
14

Canara Robeco Emerging Equities

-0.48
20
-0.64
26
-0.14
26
1.39
22
12.44
20
3.48
19
20.48
6
12.33
9

Sundaram Large And Midcap Fund

-0.50
21
-0.07
6
0.42
18
1.59
21
14.52
15
3.52
18
16.16
20
12.26
10

Edelweiss Large & Mid Cap Fund

-0.51
22
-0.48
23
0.12
24
1.79
19
14.89
14
6.68
10
19.57
10
13.29
5

Aditya Birla Sun Life Equity Advantage Fund

-0.52
23
-0.38
16
0.13
23
1.01
23
11.00
22
-7.83
26
14.16
23
7.44
20

Navi Large & Midcap Fund

-0.54
24
-0.63
25
1.18
10
3.29
11
13.02
17
6.37
13
17.89
15
11.12
13

Axis Growth Opportunities Fund

-0.55
25
0.20
2
0.60
16
-2.44
26
8.98
26
-5.34
25
19.87
8

Mahindra Manulife Top 250 Nivesh Yojana

-0.68
26
-0.42
19
0.14
22
2.10
17
10.78
23
4.90
16

L&T Large And Midcap Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Advantage Fund

-0.97
27
-3.20
27
-5.22
27
22.55
19
14.01
17

Axis Growth Opportunities Fund

-0.61
26
-2.71
26
-1.95
26
29.18
6

Franklin India Equity Advantage Fund

0.08
20
-1.12
19
-0.47
23
25.01
15
13.54
20

Mirae Asset Emerging Bluechip Fund

-0.02
21
-1.44
21
-1.33
25
29.35
5
21.04
1

Boi Axa Large & Mid Cap Equity Fund

0.36
12
-1.57
23
1.11
15
23.53
17
15.98
12

Canara Robeco Emerging Equities

0.20
17
-1.13
20
0.70
17
26.75
9
18.28
3

Dsp Equity Opportunities Fund

0.39
11
-2.30
25
0.04
22
21.91
23
16.39
10

Edelweiss Large & Mid Cap Fund

0.22
14
-0.52
12
1.20
14
25.09
14
17.64
5

Essel Large & Midcap Fund

0.20
16
0.19
7
1.53
10
27.08
8
15.52
13

Hdfc Growth Opportunities Fund

0.57
9
0.48
6
2.52
6
30.05
4
16.82
9

Hsbc Large And Mid Cap Equity Fund

-0.06
22
-1.47
22
-0.93
24
22.73
18

Icici Prudential Large & Mid Cap Fund

0.86
4
0.92
3
3.89
4
32.45
3
17.14
7

Idfc Core Equity Fund

0.61
7
-0.39
11
1.42
11
22.48
21
13.97
18

Invesco India Growth Opportunities Fund

0.21
15
-1.58
24
0.30
20
19.77
26
13.72
19

Kotak Equity Opportunities Fund

1.10
2
0.55
5
2.08
7
22.49
20
17.24
6

Mahindra Top 250 Nivesh Yojana

0.64
6
0.78
4
2.07
8
32.48
2

Nippon India Vision Fund

0.15
19
-1.07
18
0.16
21
23.63
16
14.62
16

Quant Large & Mid Cap Fund

0.90
3
3.45
1
5.65
1
34.41
1
20.90
2

Sbi Large And Midcap Fund

1.33
1
1.12
2
4.31
2
28.38
7
17.71
4

Sundaram Large And Midcap Fund

0.30
13
-0.87
15
0.61
18
25.76
12
14.99
15

Tata Large & Mid Cap Fund

0.80
5
-0.31
10
4.25
3
22.06
22
16.97
8

Union Large & Midcap Fund

0.18
18
-0.03
8
2.61
5
26.24
10

Uti Core Equity Fund

0.41
10
-0.97
16
0.91
16
26.07
11
15.02
14

L&T Large And Midcap Fund

-0.16
24
-0.30
9
1.64
9
20.84
25
12.98
21

Lic Mf Large & Mid Cap Fund

-0.15
23
-0.66
13
1.42
12
25.10
13
16.03
11

Motilal Oswal Large And Midcap Fund

0.60
8
-0.82
14
1.35
13
21.09
24

Baroda Bnp Paribas Large & Mid Cap Fund

-0.31
25
-1.07
17
0.48
19
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Advantage Fund

-0.89
27
-2.98
27
-4.81
27
23.72
21
15.06
19

Axis Growth Opportunities Fund

-0.49
26
-2.36
26
-1.28
26
31.22
4

Franklin India Equity Advantage Fund

0.14
20
-0.95
19
-0.12
24
25.91
15
14.47
20

Mirae Asset Emerging Bluechip Fund

0.06
22
-1.20
22
-0.84
25
30.67
6
22.26
1

Boi Axa Large & Mid Cap Equity Fund

0.46
12
-1.34
24
1.64
15
24.76
17
17.25
13

Canara Robeco Emerging Equities

0.30
18
-0.83
18
1.31
16
28.26
9
19.67
3

Dsp Equity Opportunities Fund

0.48
10
-2.07
25
0.50
21
23.08
23
17.51
11

Edelweiss Large & Mid Cap Fund

0.37
14
-0.11
12
2.06
13
27.05
13
19.49
4

Essel Large & Midcap Fund

0.35
15
0.75
6
2.54
9
29.73
7
17.83
9

Hdfc Growth Opportunities Fund

0.64
9
0.66
7
2.92
7
30.89
5
17.33
12

Hsbc Large And Mid Cap Equity Fund

0.09
21
-1.05
21
-0.09
23
24.81
16

Icici Prudential Large & Mid Cap Fund

0.92
4
1.12
4
4.33
4
33.51
3
18.06
7

Idfc Core Equity Fund

0.72
8
-0.08
11
2.03
14
23.97
20
15.35
16

Invesco India Growth Opportunities Fund

0.33
17
-1.26
23
0.95
20
21.36
26
15.14
18

Kotak Equity Opportunities Fund

1.21
2
0.86
5
2.71
8
23.99
19
18.59
5

Mahindra Top 250 Nivesh Yojana

0.80
6
1.28
3
3.06
6
35.06
2

Nippon India Vision Fund

0.20
19
-0.95
20
0.41
22
24.24
18
15.21
17

Quant Large & Mid Cap Fund

1.05
3
3.90
1
6.59
1
36.46
1
22.03
2

Sbi Large And Midcap Fund

1.41
1
1.32
2
4.72
3
29.39
8
18.53
6

Sundaram Large And Midcap Fund

0.40
13
-0.55
15
1.20
19
27.39
11
16.43
14

Tata Large & Mid Cap Fund

0.91
5
-0.04
9
4.84
2
22.90
24
17.80
10

Union Large & Midcap Fund

0.33
16
0.28
8
3.19
5
27.55
10

Uti Core Equity Fund

0.47
11
-0.81
17
1.26
17
26.72
14
15.61
15

L&T Large And Midcap Fund

-0.07
24
-0.07
10
2.13
11
21.92
25
13.98
21

Lic Mf Large & Mid Cap Fund

-0.01
23
-0.27
13
2.20
10
27.15
12
17.88
8

Motilal Oswal Large And Midcap Fund

0.72
7
-0.43
14
2.11
12
23.24
22

Baroda Bnp Paribas Large & Mid Cap Fund

-0.18
25
-0.67
16
1.23
18
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Advantage Fund

-25.03
24
-31.61
21
-10.26
20
23.14
23
18.50
24

Axis Growth Opportunities Fund

-18.29
11
-23.08
2
-6.68
5
19.17
1
14.46
2

Franklin India Equity Advantage Fund

-22.75
23
-35.18
24
-13.20
24
23.60
24
18.41
22

Mirae Asset Emerging Bluechip Fund

-18.13
10
-27.42
8
-9.63
19
20.67
11
15.85
10

Bank Of India Large & Mid Cap Equity Fund

-18.86
14
-25.59
3
-9.56
18
19.98
7
15.68
7

Canara Robeco Emerging Equities

-15.96
1
-25.80
4
-7.78
11
20.25
9
15.88
11

Dsp Equity Opportunities Fund

-18.38
12
-29.86
15
-10.83
23
21.55
14
16.53
12

Edelweiss Large & Mid Cap Fund

-16.79
2
-26.03
5
-5.98
1
19.79
5
15.23
3

Navi Large & Midcap Fund

-18.11
9
-31.37
20
-7.47
9
21.40
13
17.45
19

Hdfc Large And Mid Cap Fund

-21.84
22
-30.44
16
-9.39
16
22.49
21
16.74
14

Hsbc Large And Mid Cap Equity Fund

-17.86
8
-28.34
12
-7.81
12
21.01
12
16.67
13

Icici Prudential Large & Mid Cap Fund

-20.91
19
-30.73
17
-6.46
3
22.23
19
17.09
16

Idfc Core Equity Fund

-19.30
16
-31.67
22
-8.61
14
21.95
17
17.62
20

Invesco India Growth Opportunities Fund

-18.90
15
-26.56
6
-6.05
2
19.32
2
15.27
4

Kotak Equity Opportunities Fund

-17.35
6
-28.32
11
-6.97
7
19.62
4
15.40
5

Nippon India Vision Fund

-17.23
5
-29.71
14
-8.89
15
21.87
15
17.13
17

Quant Large & Mid Cap Fund

-21.69
21
-21.85
1
-6.59
4
19.85
6
13.88
1

Sbi Large And Midcap Fund

-18.76
13
-30.94
18
-10.74
22
21.92
16
17.44
18

Sundaram Large And Midcap Fund

-17.14
4
-31.37
19
-7.55
10
22.17
18
17.74
21

Tata Large & Mid Cap Fund

-17.70
7
-28.26
10
-7.11
8
20.59
10
15.57
6

Uti Core Equity Fund

-21.25
20
-33.00
23
-10.49
21
22.26
20
17.08
15

L&T Large And Midcap Fund

-19.69
17
-27.54
9
-8.48
13
19.99
8
15.79
8

Lic Mf Large & Mid Cap Fund

-16.96
3
-26.99
7
-6.86
6
19.53
3
15.81
9

Motilal Oswal Large And Midcap Fund

-20.49
18
-29.38
13
-9.49
17
23.04
22
18.48
23
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Advantage Fund

0.31
23
0.16
23
0.29
23
0.48
-3.93
18 1.07 1
0.92
19
0.09
22
13.46
22
-0.03
13

Axis Growth Opportunities Fund

0.73
1
0.34
2
0.58
2
0.46
2.49
3 0.87 21
0.92
20
0.18
2
23.04
2
-0.00
4

Franklin India Equity Advantage Fund

0.29
24
0.16
24
0.26
24
0.50
-6.80
22 1.07 2
0.96
12
0.10
21
14.51
21
-0.05
19

Mirae Asset Emerging Bluechip Fund

0.61
3
0.29
3
0.47
3
0.49
0.67
6 0.94 12
0.98
1
0.16
4
21.69
4
-0.01
7

Bank Of India Large & Mid Cap Equity Fund

0.48
13
0.23
12
0.41
10
0.48
1.06
5 0.91 16
0.93
18
0.14
12
18.37
12
-0.01
6

Canara Robeco Emerging Equities

0.58
4
0.27
6
0.47
4
0.48
1.78
4 0.90 17
0.96
7
0.18
3
22.76
3
-0.00
5

Dsp Equity Opportunities Fund

0.44
15
0.22
14
0.36
14
0.49
-4.06
19 0.97 10
0.96
5
0.12
16
16.73
16
-0.05
18

Edelweiss Large & Mid Cap Fund

0.57
6
0.27
5
0.45
5
0.47
-0.06
8 0.89 19
0.96
6
0.15
7
20.76
6
-0.02
11

Navi Large & Midcap Fund

0.45
14
0.21
15
0.35
15
0.49
-1.06
11 0.99 6
0.90
21
0.12
17
15.98
18
-0.01
10

Hdfc Large And Mid Cap Fund

0.49
12
0.25
8
0.39
13
0.47
-0.67
10 1.00 4
0.96
11
0.15
8
20.12
8
-0.01
9

Hsbc Large And Mid Cap Equity Fund

0.39
18
0.19
19
0.34
17
0.48
-4.13
20 0.93 14
0.97
3
0.11
18
16.54
17
-0.06
20

Icici Prudential Large & Mid Cap Fund

0.50
11
0.24
10
0.39
12
0.48
-0.28
9 0.98 7
0.93
17
0.16
6
20.22
7
-0.01
8

Idfc Core Equity Fund

0.37
22
0.18
22
0.31
22
0.49
-3.69
16 0.98 9
0.97
4
0.12
15
17.16
15
-0.04
16

Invesco India Growth Opportunities Fund

0.40
16
0.19
18
0.34
16
0.49
-3.84
17 0.89 18
0.95
15
0.10
20
15.35
19
-0.06
22

Kotak Equity Opportunities Fund

0.57
5
0.26
7
0.42
8
0.49
3.26
2 0.92 15
0.94
16
0.15
9
19.95
9
0.02
2

Nippon India Vision Fund

0.37
21
0.19
20
0.33
20
0.47
-3.25
15 0.96 11
0.98
2
0.13
14
17.62
14
-0.04
15

Quant Large & Mid Cap Fund

0.69
2
0.36
1
0.59
1
0.45
7.87
1 0.77 22
0.76
22
0.25
1
27.34
1
0.03
1

Sbi Large And Midcap Fund

0.54
8
0.25
9
0.41
9
0.49
0.20
7 0.98 8
0.95
14
0.16
5
20.88
5
-0.00
3

Sundaram Large And Midcap Fund

0.39
17
0.19
17
0.33
18
0.48
-5.51
21 0.99 5
0.95
13
0.11
19
15.30
20
-0.06
21

Tata Large & Mid Cap Fund

0.56
7
0.27
4
0.43
6
0.49
-1.55
12 0.93 13
0.96
9
0.14
10
19.16
10
-0.03
14

Uti Core Equity Fund

0.38
19
0.20
16
0.31
21
0.49
-2.77
14 1.01 3
0.96
8
0.13
13
18.11
13
-0.03
12

L&T Large And Midcap Fund

0.37
20
0.18
21
0.33
19
0.49

Lic Mf Large & Mid Cap Fund

0.50
10
0.23
13
0.40
11
0.48
-1.56
13 0.87 20
0.96
11
0.14
11
19.03
11
-0.04
17

Motilal Oswal Large And Midcap Fund

0.51
9
0.24
11
0.43
7
0.49

Principal Emerging Bluechip Fund Additional Return Analysis

Principal Emerging Bluechip Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 22/Sep/2008
Fund Category: Large & Mid Cap Fund
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 Description: An open ended equity scheme investing in both large cap and midcap stocks
Fund Benchmark: NIFTY Large Midcap 250 Index - Total Return Index
Source: Fund FactSheet


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