Compare Principal Emerging Bluechip Fund Direct Growth vs DSP Equity Opportunities Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Principal Emerging Bluechip Fund Direct  GrowthEquity
Large & MidCap
4.0
DSP Equity Opportunities Direct Plan GrowthEquity
Large & MidCap
3.0
Add a fund

Principal Emerging Bluechip Fund Direct Growth

(40.4%)

DSP Equity Opportunities Direct Plan Growth

(34.3%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
Not Supported
₹100
-
Expense Ratio
0.92%
0.69%
-
NAV
₹200.2 (31-Dec-2021)
₹694.1 (11-Dec-2024)
- 
Fund Started
02-Jan-2013
01-Jan-2013
-
Fund Size
₹3,124Cr
₹14,486Cr
-
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%
34.3%
-
3Y
23.3%
21.7%
-
5Y
20.5%
23.3%
-

Pros & Cons

Pros
Found nothing so far.
1.Lower expense ratio: 0.69%2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y3.Higher alpha: 5.2 
The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y 
-

Cons
Found nothing so far.
Found nothing so far.
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

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
HDFC Bank Ltd.
6.3%
ICICI Bank Ltd.
6.0%
State Bank of India
3.3%
Axis Bank Ltd.
3.2%
Kotak Mahindra Bank Ltd.
2.5%
Infosys Ltd.
2.2%
Coforge Ltd.
2.1%
Power Finance Corporation Ltd.
2.1%
Ipca Laboratories Ltd.
2.0%
Hindustan Petroleum Corporation Ltd.
2.0%
-

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.
-

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.
-
Launch Date
26 Feb 1996
16 Dec 1996
-
Custodian
NA
Citibank NA
-
Registrar & Transfer Agent
KFin Tech
Cams
-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Flexicap Fund Direct Growth
Axis Bluechip Fund - Direct - Growth
Vs
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
Vs
HSBC Small Cap Fund Direct Growth

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Contact Us
PRODUCTS
StocksFutures & OptionsMTFIPOMutual FundsNFOETFCreditBill Payments
GROWW
About UsPricingBlogMedia & PressCareersHelp and SupportTrust and Safety
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww DigestSitemapWeb Stories
ⓒ 2016-2024 Groww. All rights reserved, Built with ♥in India

Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Principal Emerging Bluechip Fund Direct Growth

DSP Equity Opportunities Direct Plan Growth

Add a fund

Principal Emerging Bluechip Fund Direct Growth

DSP Equity Opportunities Direct Plan Growth

Found nothing so far.

1.Lower expense ratio: 0.69%

2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

3.Higher alpha: 5.2 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y

Found nothing so far.

Found nothing so far.

Holding Analysis

Top Holdings

Popular Comparisons