Compare Funds

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

Principal Emerging Bluechip Fund Direct Growth

Equity
Large & MidCap
4.0

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

(48.6%)
1Y
3Y
5Y
Fund Details
Risk
Very High
Very High
-
Min SIP Amount
Not Supported
₹100
-
Expense Ratio
0.92%
0.71%
-
NAV
₹200.2 (31-Dec-2021)
₹696.8 (10-Oct-2024)
-
Fund Started
02-Jan-2013
01-Jan-2013
-
Fund Size
₹3,124Cr
₹14,246Cr
-
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%
48.6%
-
3Y
23.3%
20.5%
-
5Y
20.5%
24.7%
-
Pros & Cons
Pros
Found nothing so far.
1.Lower expense ratio: 0.71%
2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
3.Higher alpha: 3.99 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.
5.7%
ICICI Bank Ltd.
5.4%
Axis Bank Ltd.
3.0%
State Bank of India
2.8%
Hindustan Petroleum Corporation Ltd.
2.7%
Kotak Mahindra Bank Ltd.
2.3%
Power Finance Corporation Ltd.
2.2%
Infosys Ltd.
2.1%
Samvardhana Motherson International Ltd.
2.0%
Coforge 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

-

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