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
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Principal Emerging Bluechip Fund Direct Growth
Equity
Large & MidCap
4.0star
INVEST NOW
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DSP Equity Opportunities Direct Plan Growth
Equity
Large & MidCap
4.0star
INVEST NOW
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Principal Emerging Bluechip Fund Direct Growth
(67.3%)
DSP Equity Opportunities Direct Plan Growth
(64.3%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹100 | ₹500 | - |
| Expense Ratio | 0.89% | 0.93% | - |
| NAV | ₹200.8 (22-Oct-2021) | ₹398.9 (22-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹3,123Cr | ₹7,002Cr | - |
Returns
keyboard_arrow_up1Y
67.3%
64.3%
-
3Y
26.1%
25.1%
-
5Y
18.2%
16.7%
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Pros & Cons
keyboard_arrow_upPros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 0.89%
3. Higher alpha: 2.61 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 TRI - in the last 3Y
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Higher alpha: 2.02 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 TRI - in the last 3Y
3. Lower expense ratio: 0.93%
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Cons
Found nothing so far.
Found nothing so far.
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
ICICI Bank Ltd.
4.3%
HDFC Bank Ltd.
4.3%
Infosys Ltd.
3.9%
Dixon Technologies (India) Ltd.
3.4%
Reliance Industries Ltd.
3.2%
Bajaj Finance Ltd.
2.8%
Housing Development Finance Corpn. Ltd.
2.2%
Mphasis Ltd.
2.2%
Bajaj Finserv Ltd.
2.2%
Navin Fluorine International Ltd.
2.1%
Name
Assets
ICICI Bank Ltd.
8.6%
HDFC Bank Ltd.
5.2%
Infosys Ltd.
4.3%
Axis Bank Ltd.
4.1%
State Bank of India
3.2%
HCL Technologies Ltd.
2.8%
Bharti Airtel Ltd.
2.7%
Tata Steel Ltd.
2.6%
Crompton Greaves Consumer Electricals Ltd.
2.4%
Bajaj Finserv Ltd.
2.4%
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Fund Manager
keyboard_arrow_upName
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 DSP AMC he has worked with HDFC Securities Ltd. and IL&FS Investsmart Limited.
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About Fund
keyboard_arrow_upDescription
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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