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PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging...

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Page 1: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks
Page 2: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks
Page 3: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks

Page 4: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks
Page 5: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks
Page 6: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks

Page 7: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks
Page 8: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks
Page 9: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks

Nov-08 Oct-18

Page 10: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks

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Page 11: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks

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0.21

1.15

0.44

-2.50

2.95

2.67

2.89

-2.72

1.09

5.71

-3.29

0.84

6.23

-2.35

-12.16

Page 12: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks
Page 13: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks
Page 14: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks
Page 15: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks
Page 16: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks
Page 17: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks

Principal Emerging Bluechip Fund

NIFTY Large Midcap 250 TRI

NIFTY 50 TRI

Page 18: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks

Page 19: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks
Page 20: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks
Page 21: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks

Nature of Scheme Inception date (Regular Plan)

Investment Objective Fund Manager Investment Plan

Investment Options Min Application Amount

• New Investor – Rs.5,000/- for both Dividend and Growth Option and any amount thereafter under each Plan/Option

• Existing Investor – Rs. 1,000/- and any amount thereafter under each Plan/Option

• Systematic Investment Plan: Minimum twelve installments of Rs. 500/-each

• Systematic Transfer Plan: Minimum Six installments of Rs. 1,000/- each• Regular Withdrawal Plan: Minimum Six installments of Rs.500/- each

Benchmark Load Structure

• If redeemed on or before 1 Year from the date of allotment – 1%

• Nil thereafter

Page 22: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks
Page 23: PowerPoint Presentation · 2018-12-10 · Mutual Fund 10 Years of Principal@ Principal Emerging Bluechip Fund An open-ended equity scheme investing in both large cap and mid cap stocks

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