Home>Mutual Funds>Compare Principal Emerging Bluechip Fund Direct Growth with DSP Equity Opportunities Direct Plan Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Principal Emerging Bluechip Fund Direct Growth
Equity
Large & MidCap
4.0
NOT AVAILABLE
DSP Equity Opportunities Direct Plan Growth
Equity
Large & MidCap
3.0
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Principal Emerging Bluechip Fund Direct Growth
(40.4%)
DSP Equity Opportunities Direct Plan Growth
(3.5%)
1Y
3Y
5Y
Fund Details
| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | Not Supported | ₹500 | - |
| Expense Ratio | 0.92% | 0.98% | - |
| NAV | ₹200.2 (31-Dec-2021) | ₹347.0 (20-May-2022) | - |
| Fund Started | 02-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹3,124Cr | ₹6,522Cr | - |
| Exit Load | For units in excess of 24% of the investment,1% will be charged for redemption within 365 days | Exit load of 1% if redeemed less than 12 months | - |
Returns
1Y
40.4%
3.5%
-
3Y
23.3%
14.6%
-
5Y
20.5%
11.3%
-
Pros & Cons
Pros
Found nothing so far.
1. 3Y annualised returns higher than category average by 1.36%
2. Lower expense ratio: 0.98%
-
Cons
Found nothing so far.
1. 1Y and 5Y annualised returns lower than category average
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Holding Analysis
Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings
Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
4.4%
HDFC Bank Ltd.
4.1%
Infosys Ltd.
4.0%
Reliance Industries Ltd.
3.0%
Dixon Technologies (India) Ltd.
3.0%
Bajaj Finance Ltd.
2.5%
TCI Express Ltd.
2.3%
Sona BLW Precision Forgings Ltd.
2.2%
Housing Development Finance Corpn. Ltd.
2.2%
BEML Ltd
2.1%
Name
Assets
ICICI Bank Ltd.
8.4%
Infosys Ltd.
6.2%
Axis Bank Ltd.
5.9%
HDFC Bank Ltd.
5.2%
State Bank of India
3.7%
SBI Life Insurance Company Ltd.
2.8%
Bharti Airtel Ltd.
2.5%
HCL Technologies Ltd.
2.2%
ACC Ltd.
2.0%
NTPC Ltd.
2.0%
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Fund Manager
Name
Ravi Gopalakrishnan
Rohit Singhania
-
Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Mr. Singhania is an MMS.
-
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Principal Mutual Fund, Canara Robeco AMC, PGIM India Mutual Fund, Hudson Fairfax Group,USA, and Sun F & C Asset Management Ltd.
Prior to joining DSP AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.
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About Fund
Description
Sundaram Mutual Fund started their mutual fund on 26/02/1996 and its managing total assets of ₹33,150 Cr. Its ranked at 14 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
26 Feb 1996
16 Dec 1996
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Custodian
NA
Citibank NA
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Registrar & Transfer Agent
KFin Tech
Cams
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