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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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Principal Emerging Bluechip Fund Direct Growth

Equity
Large & Mid Cap
4.0 star
INVEST NOW
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DSP Equity Opportunities Direct Plan Growth

Equity
Large & Mid Cap
3.0 star
INVEST NOW
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Principal Emerging Bluechip Fund Direct Growth

(6.3%)

DSP Equity Opportunities Direct Plan Growth

(-1.9%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹100₹500-
Expense Ratio0.99%1.05%-
NAV₹116.7 (29-Sep-2020)₹232.8 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹2,091Cr₹5,017Cr-
Returns
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1Y
6.3%
-1.9%
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3Y
3.4%
2.9%
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5Y
11.6%
9.7%
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Pros & Cons
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Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
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Cons
1. Risk-adjusted returns are lower compared to the category
1. Risk-adjusted returns are lower compared to the category
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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Turn Over
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-
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Equity
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
Reliance Industries Ltd.
5.8%
HDFC Bank Ltd.
5.2%
Dixon Technologies (India) Ltd.
3.6%
Infosys Ltd.
3.5%
ICICI Bank Ltd.
3.4%
Divi's Laboratories Ltd.
3.2%
Bharti Airtel Ltd.
2.4%
AIA Engineering Ltd.
2.4%
Jubilant FoodWorks Ltd.
2.4%
Navin Fluorine International Ltd.
2.3%
Name
Assets
ICICI Bank Ltd.
9.4%
HDFC Bank Ltd.
8.1%
Bharti Airtel Ltd.
7.9%
State Bank of India
4.3%
Infosys Ltd.
4.2%
Coromandel International Ltd.
2.3%
Dr. Reddy's Laboratories Ltd.
2.1%
Reliance Industries Ltd.
2.0%
Housing Development Finance Corpn. Ltd.
2.0%
Crompton Greaves Consumer Electricals Ltd.
1.9%
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Fund Manager
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Name
Ravi Gopalakrishnan
Rohit Singhania
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Education

Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.

Mr. Singhania is an MMS.

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Experience

Prior to joining Principal Mutual Fund, he has worked with Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.

Prior to joining DSPBR AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.

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About Fund
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Description

PRINCIPAL Mutual Fund started their mutual fund on 25/11/1994 and its managing total assets of Rs. 5,832 Cr. Its ranked at 28 as per total assets at end of 30th Sep 2017.

DSP BlackRock Mutual Fund started their mutual fund on 16/12/1996 and its managing total assets of ₹78,763 Cr. Its ranked at 9 as per total assets at end of 30th Sep 2017.

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Launch Date
25 Nov 1994
16 Dec 1996
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Custodian
Citibank NA
Citibank NA
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Registrar & Transfer Agent
KFin Tech
Cams
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