Compare Funds

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

Principal Emerging Bluechip Fund Direct Growth

Equity
Large & MidCap
4.0

Motilal Oswal Flexi Cap Fund Direct Growth

Equity
Flexi Cap
4.0

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Principal Emerging Bluechip Fund Direct Growth

(40.4%)

Motilal Oswal Flexi Cap Fund Direct Growth

(19.1%)
1Y
3Y
5Y
Fund Details
Risk
Very High
Very High
-
Min SIP Amount
Not Supported
₹500
-
Expense Ratio
0.92%
0.86%
-
NAV
₹200.2 (31-Dec-2021)
₹66.5 (16-May-2025)
-
Fund Started
02-Jan-2013
28-Apr-2014
-
Fund Size
₹3,124Cr
₹12,418Cr
-
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 within 365 days.
-
Returns
1Y
40.4%
19.1%
-
3Y
23.3%
27.1%
-
5Y
20.5%
25.3%
-
Pros & Cons
Pros
Found nothing so far.
1.Lower expense ratio: 0.86%
2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
3.Higher alpha: 7.07 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y
4.1Y category rank: 1
-
Cons
Found nothing so far.
Found nothing so far.
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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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
Coforge Ltd.
10.1%
Persistent Systems Ltd.
9.4%
Polycab India Ltd.
8.9%
Kalyan Jewellers India Ltd.
7.4%
CG Power and Industrial Solutions Ltd.
6.1%
Trent Ltd.
5.8%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))
5.7%
Cholamandalam Investment and Finance Company Ltd.
5.4%
Varun Beverages Ltd.
3.2%
ICICI Bank Ltd.
2.9%
-
Fund Manager
Name
Ravi Gopalakrishnan
Ajay Khandelwal
-
Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Mr. Khandelwal is MBA & Bachelor of Engineering.
-
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 Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.
-
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.

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.

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Launch Date

26 Feb 1996

29 Dec 2009

-

Custodian

NA

Citibank NA

-

Registrar & Transfer Agent

KFin Tech

KFin Tech

-

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