Compare Funds

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

(45.7%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP AmountNot Supported₹100-
Expense Ratio0.92%0.77%-
NAV₹200.2 (31-Dec-2021)₹551.7 (28-Mar-2024)-
Fund Started02-Jan-201301-Jan-2013-
Fund Size₹3,124Cr₹10,917Cr-
Exit LoadFor units in excess of 24% of the investment,1% will be charged for redemption within 365 daysExit load of 1% if redeemed less than 12 months-
Returns
1Y
40.4%
45.7%
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3Y
23.3%
20.8%
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5Y
20.5%
18.9%
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Pros & Cons
Pros
Found nothing so far.
1. Lower expense ratio: 0.77%
2. 5Y and 10Y annualised returns higher than category average
3. Higher alpha: 3.58 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y
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Cons
Found nothing so far.
1. Consistently lower annualised returns than category average for the past 1Y and 3Y
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Holding Analysis

Top 5
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Top 20
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-
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P/E
-
-
-
P/B
-
-
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Turnover
-
-
-
Equity
-
-
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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.
6.9%
HDFC Bank Ltd.
4.5%
State Bank of India
4.1%
Power Finance Corporation Ltd.
3.0%
Axis Bank Ltd.
2.9%
Mahindra & Mahindra Ltd.
2.5%
Coforge Ltd.
2.3%
Hindustan Petroleum Corporation Ltd.
2.2%
HCL Technologies Ltd.
1.9%
Tata Motors Ltd.
1.9%
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Fund Manager
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 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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