Home>Mutual Funds>Compare Principal Emerging Bluechip Fund Direct Growth with Motilal Oswal Flexi Cap Fund Direct Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Principal Emerging Bluechip Fund Direct Growth
Equity
Large & MidCap
4.0
NOT AVAILABLE
Motilal Oswal Flexi Cap Fund Direct Growth
Equity
Flexi Cap
1.0
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Principal Emerging Bluechip Fund Direct Growth
(40.4%)
Motilal Oswal Flexi Cap Fund Direct Growth
(-5.8%)
1Y
3Y
5Y
Fund Details
| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | Not Supported | ₹500 | - |
| Expense Ratio | 0.92% | 1.02% | - |
| NAV | ₹200.2 (31-Dec-2021) | ₹32.1 (19-May-2022) | - |
| Fund Started | 02-Jan-2013 | 28-Apr-2014 | - |
| Fund Size | ₹3,124Cr | ₹9,690Cr | - |
| 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 15 days | - |
Returns
1Y
40.4%
-5.8%
-
3Y
23.3%
6.3%
-
5Y
20.5%
5.9%
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Pros & Cons
Pros
Found nothing so far.
1. Lower expense ratio: 1.02%
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Cons
Found nothing so far.
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
2. Low rating: 1
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Holding Analysis
Top 5
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-
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Top 20
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-
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P/E
-
-
-
P/B
-
-
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Turnover
-
-
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Equity
-
-
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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
HDFC Bank Ltd.
7.4%
Infosys Ltd.
6.7%
Tata Consultancy Services Ltd.
6.2%
ICICI Bank Ltd.
5.6%
Housing Development Finance Corpn. Ltd.
5.4%
Maruti Suzuki India Ltd.
5.4%
State Bank of India
4.3%
Gland Pharma Ltd.
4.3%
Vaibhav Global Ltd.
4.3%
Reliance Industries Ltd.
4.2%
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Fund Manager
Name
Ravi Gopalakrishnan
Siddharth Bothra
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Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Mr. Bothra has done his Post Graduate Program (PGP) from Indian School of Business (ISB), Hyderabad, which included an international MBA exchange program with NYU Stern Leonard N. Stern School of Business, New York.
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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 AMC he had an extensive stint with Motilal Oswal Securities ltd. as senior analyst in the institutional equities division covering various sectors. During his stint with Motilal Oswal Securities ltd. Mr. Bothra won various recognition such as: ZEE Business TV - India's Best Analyst Awards 2009 Infrastructure, ET Reuters Starmine Awards No.1 Earnings Estimator 2009 Real Estate & No. 2 Stock Picker 2010 Real Estate. Mr. Bothra has also worked with broking outfits like Achemy Share & Stocks and VCK Share & Stocks in the past.
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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
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Custodian
NA
Citibank NA
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Registrar & Transfer Agent
KFin Tech
KFin Tech
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