Principal Emerging Bluechip Fund - Direct Plan - Growth Option (defunct)
Principal Mutual Fund · Equity · mandate: ≥35% in large-caps and ≥35% in mid-caps · benchmark: NIFTY LargeMidcap 250 TRI (TRI proxy)
AUM (all plans)
—
CAGR (full)
40.6%
Sharpe (full)
3.36
Sharpe (bull ≤Sep-24)
—
Sharpe (sideways Oct-24→)
—
Max drawdown
-27.4%
Months of data
107
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22*
29.1%
2.7%
3.36
9
FY23
—
—
—
0
FY24
—
—
—
0
FY25
—
—
—
0
FY26
—
—
—
0
FY27*
—
—
—
0
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-7.5
-1.6
+4.5
+0.7
-4.2
-4.8
-5.2
+6.8
+9.9
+2.3
+6.4
+5.7
2014
-3.1
+5.9
+8.9
+2.2
+12.8
+10.6
-0.2
+5.9
+4.6
+6.0
+5.9
+2.4
+81.3
2015
+4.9
+0.1
+1.3
-3.2
+3.7
-0.3
+5.1
-5.0
-1.6
+1.2
+0.3
+0.7
+7.0
2016
-6.4
-10.8
+13.8
+3.8
+3.0
+4.9
+7.5
+5.1
+0.0
+2.1
-6.0
-2.8
+12.2
2017
+8.0
+4.0
+6.0
+5.1
-0.9
+0.7
+5.9
+0.5
+0.8
+7.5
+0.6
+4.0
+50.8
2018
-1.6
-2.9
-3.9
+8.0
-3.0
-3.7
+4.6
+3.5
-10.8
-3.0
+3.0
+0.8
-10.0
2019
-3.6
-0.3
+7.5
-0.6
+1.9
-1.1
-7.6
-0.0
+6.7
+3.5
+1.0
+1.3
+8.1
2020
+4.3
-3.8
-24.5
+13.5
-2.5
+6.9
+6.3
+4.9
+1.5
+1.5
+12.6
+6.6
+23.7
2021
-2.0
+10.1
+0.8
+2.0
+6.3
+4.3
+2.7
+5.6
+2.0
+2.5
-2.3
+3.0
+40.4
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard