Compare Principal Emerging Bluechip Fund Direct Growth vs HSBC Value Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Principal Emerging Bluechip Fund Direct  GrowthEquity
Large & MidCap
4.0
HSBC Value Fund Direct GrowthEquity
Value Oriented
4.0
Add a fund

Principal Emerging Bluechip Fund Direct Growth

(40.4%)

HSBC Value Fund Direct Growth

(34.9%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
Not Supported
₹500
-
Expense Ratio
0.92%
0.78%
-
NAV
₹200.2 (31-Dec-2021)
₹124.4 (13-Dec-2024)
- 
Fund Started
02-Jan-2013
01-Jan-2013
-
Fund Size
₹3,124Cr
₹14,123Cr
-
Exit Load
For units in excess of 24% of the investment,1% will be charged for redemption within 365 days
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
-

Returns

1Y
40.4%
34.9%
-
3Y
23.3%
26.1%
-
5Y
20.5%
26.8%
-

Pros & Cons

Pros
Found nothing so far.
1.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Higher alpha: 9.64 
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 3.Lower expense ratio: 0.78%
-

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
ICICI Bank Ltd.
4.2%
NTPC Ltd.
3.9%
Multi Commodity Exchange Of India Ltd.
3.8%
KEC International Ltd.
2.8%
Tech Mahindra Ltd.
2.7%
The Federal Bank Ltd.
2.4%
State Bank of India
2.2%
Karur Vysya Bank Ltd.
2.2%
Paradeep Phosphates Ltd.
2.1%
Sun Pharmaceutical Industries Ltd.
2.0%
-

Fund Manager

Name
Ravi Gopalakrishnan
Venugopal Manghat
-
Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
-
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 HSBC Mutual Fund, he has worked with L&T Mutual Fund, Tata Asset Management Ltd.
-

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.
HSBC Mutual Fund started their mutual fund on 27/05/2002 and its managing total assets of Rs. 10,912 Cr. Its ranked at 23 as per total assets at end of 30th Sep 2017.
-
Launch Date
26 Feb 1996
27 May 2002
-
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

HSBC Value Fund Direct Growth

Add a fund

Principal Emerging Bluechip Fund Direct Growth

HSBC Value Fund Direct Growth

Found nothing so far.

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

2.Higher alpha: 9.64 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y

3.Lower expense ratio: 0.78%

Found nothing so far.

Found nothing so far.

Holding Analysis

Top Holdings

Popular Comparisons