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

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Nov-08 Oct-18

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-0.49

-0.67

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

Principal Emerging Bluechip Fund

NIFTY Large Midcap 250 TRI

NIFTY 50 TRI

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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