Home>Mutual Funds>Compare>Compare Principal Emerging Bluechip Fund Direct Growth with Motilal Oswal Multicap 35 Fund Direct Growth
shareSHARE
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel

Principal Emerging Bluechip Fund Direct Growth

Equity
Large & Mid Cap
3.0 star
INVEST NOW
cancel

Motilal Oswal Multicap 35 Fund Direct Growth

Equity
Multi Cap
3.0 star
INVEST NOW
add_circle_outline

Add a fund

Principal Emerging Bluechip Fund Direct Growth

(23.0%)

Motilal Oswal Multicap 35 Fund Direct Growth

(16.2%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up
RiskModerately HighModerately High-
Min SIP Amount₹100₹500-
Expense Ratio0.96%0.92%-
NAV₹145.6 (22-Jan-2021)₹32.9 (22-Jan-2021)-
Fund Started01-Jan-201328-Apr-2014-
Fund Size₹2,418Cr₹12,000Cr-
Returns
keyboard_arrow_up
1Y
23.0%
16.2%
-
3Y
6.7%
4.9%
-
5Y
17.9%
14.9%
-
Pros & Cons
keyboard_arrow_up
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. Lower expense ratio - 0.78%
2. 5Y Returns are higher than the category average returns
-
Cons
1. Risk-adjusted returns are lower compared to the category
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
4. 3Y Returns are lower than the category average returns
-

Holding Analysis

keyboard_arrow_up
Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turn Over
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

keyboard_arrow_up
Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
5.9%
ICICI Bank Ltd.
4.5%
Dixon Technologies (India) Ltd.
4.1%
Infosys Ltd.
3.8%
Reliance Industries Ltd.
3.6%
Bajaj Finance Ltd.
2.9%
Housing Development Finance Corpn. Ltd.
2.7%
Divi's Laboratories Ltd.
2.6%
Navin Fluorine International Ltd.
2.3%
Larsen & Toubro Ltd.
2.3%
Name
Assets
HDFC Bank Ltd.
9.1%
HDFC Life Insurance Co Ltd.
7.6%
Infosys Ltd.
6.3%
Vaibhav Global Ltd.
5.9%
Housing Development Finance Corpn. Ltd.
5.8%
AU Small Finance Bank Ltd.
4.8%
Maruti Suzuki India Ltd.
4.8%
Eicher Motors Ltd.
4.2%
Tata Consultancy Services Ltd.
4.1%
Kotak Mahindra Bank Ltd.
3.8%
-
Fund Manager
keyboard_arrow_up
Name
Ravi Gopalakrishnan
Akash Singhania
-
Education

Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.

Mr.Singhania holds a degree in B.Com(H), is CA, CS and a PGDBM from IIM-L.

-

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 Motilal Oswal Mutual Fund, He was associated with PGIM India as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02).

-

About Fund
keyboard_arrow_up
Description

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.

Motilal Oswal Mutual Fund started their mutual fund on 29/12/2009 and its managing total assets of ₹12,967 Cr. Its ranked at 19 as per total assets at end of 30th Sep 2017.

-

Launch Date
25 Nov 1994
29 Dec 2009
-
Custodian
Citibank NA
Citibank NA
-
Registrar & Transfer Agent
KFin Tech
KFin Tech
-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
17.8%
3Y Returns
VS
SBI Magnum Multi Cap Fund - Direct - Growth
16.3%
3Y Returns
Axis Bluechip Fund - Direct - Growth
17.4%
3Y Returns
VS
SBI Bluechip Fund - Direct - Growth
13.6%
3Y Returns
HDFC Small Cap Fund - Direct - Growth
22.9%
3Y Returns
VS
L&T Emerging Businesses Fund - Direct - Growth
22.4%
3Y Returns