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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

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Principal Emerging Bluechip Fund Direct Growth

Equity
Large & MidCap
4.0star
INVEST NOW
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Motilal Oswal Flexi Cap Fund Direct Growth

Equity
Flexi Cap
2.0star
INVEST NOW
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Principal Emerging Bluechip Fund Direct Growth

(68.0%)

Motilal Oswal Flexi Cap Fund Direct Growth

(40.0%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹100₹500-
Expense Ratio0.89%0.89%-
NAV₹202.4 (27-Oct-2021)₹38.9 (27-Oct-2021)-
Fund Started01-Jan-201328-Apr-2014-
Fund Size₹3,123Cr₹11,986Cr-
Returns
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1Y
68.0%
40.0%
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3Y
26.8%
18.0%
-
5Y
18.8%
13.0%
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Pros & Cons
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Pros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 0.89%
3. Higher alpha: 2.61 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 TRI - in the last 3Y
1. Lower expense ratio: 0.89%
2. 3Y annualised returns higher than category average by 3.54%
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Cons
Found nothing so far.
1. Higher AUM: 11985Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
3. Low rating: 2
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Holding Analysis

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Top 5
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Top 20
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-
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P/E
-
-
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P/B
-
-
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Turnover
-
-
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Equity
-
-
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Cash
-
-
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Top Holdings

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Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
4.3%
HDFC Bank Ltd.
4.3%
Infosys Ltd.
3.9%
Dixon Technologies (India) Ltd.
3.4%
Reliance Industries Ltd.
3.2%
Bajaj Finance Ltd.
2.8%
Housing Development Finance Corpn. Ltd.
2.2%
Mphasis Ltd.
2.2%
Bajaj Finserv Ltd.
2.2%
Navin Fluorine International Ltd.
2.1%
Name
Assets
HDFC Bank Ltd.
7.4%
Vaibhav Global Ltd.
6.5%
Housing Development Finance Corpn. Ltd.
6.4%
Infosys Ltd.
6.0%
Tata Consultancy Services Ltd.
5.6%
ICICI Bank Ltd.
5.0%
Gland Pharma Ltd.
4.8%
Maruti Suzuki India Ltd.
4.7%
AU Small Finance Bank Ltd.
4.6%
HDFC Life Insurance Co Ltd.
4.5%
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Fund Manager
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Name
Ravi Gopalakrishnan
Akash Singhania
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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.
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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).
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About Fund
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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.

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Launch Date

25 Nov 1994

29 Dec 2009

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Custodian

Citibank NA

Citibank NA

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Registrar & Transfer Agent

KFin Tech

KFin Tech

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