Principal Emerging Bluechip Fund - Direct Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option

Mutual Fund · Equity Scheme - Large & Mid Cap Fund · As of 18 Oct 2026, 6:50 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

47/ 100

Moderate

Weighted across five categories. Every point is explained below.

✗ Well behind the Nifty 50 over 5Y — -33.8% against 218.7%, which an index fund would have delivered at a fraction of the cost
• This fund's category (Equity Scheme - Large & Mid Cap Fund) is not what the Nifty 50 tracks, so the comparison below is indicative only — judge it against its own category benchmark.

Investment Checklist

2 / 3 checks passed

✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✗ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹136.79

As of

30 Dec 2021

Fund History Available

9.0 yrs

5Y Return (CAGR)

-33.8%

Annualized Volatility

17.6%

Moderate

Sharpe Ratio (est.)

0.77

Moderate

Max Drawdown

-36.1%

Severe historical drop

Category Peer Comparison

Scheme	1Y Return
Navi Large & Midcap Fund - Direct Plan - Growth	0.8%
Quant Large & Mid Cap Fund - Direct Plan - Growth Option	6.5%
SBI LARGE & MIDCAP FUND - Direct Plan - Growth	-1.9%
Union Large & Midcap Fund - Direct Plan - Growth Option	0.3%

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹2,49,551

Estimated Gain

₹-3,50,449

Risk Flags

This fund has seen a peak-to-trough drawdown of -36.1% in its available history — make sure you can stomach that kind of swing.

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.