Compare Funds

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

(-3.9%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP AmountNot Supported₹500-
Expense Ratio0.92%0.93%-
NAV₹200.2 (31-Dec-2021)₹37.0 (06-Oct-2022)-
Fund Started02-Jan-201328-Apr-2014-
Fund Size₹3,124Cr₹9,491Cr-
Exit LoadFor units in excess of 24% of the investment,1% will be charged for redemption within 365 daysExit load of 1% if redeemed within 15 days-
Returns
1Y
40.4%
-3.9%
-
3Y
23.3%
10.9%
-
5Y
20.5%
6.7%
-
Pros & Cons
Pros
Found nothing so far.
1. Lower expense ratio: 0.93%
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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
-
-
-
Top 20
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-
-
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
HDFC Bank Ltd.
7.5%
ICICI Bank Ltd.
7.5%
Maruti Suzuki India Ltd.
6.7%
Tube Investments Of India Ltd.
5.4%
Reliance Industries Ltd.
5.2%
Infosys Ltd.
5.2%
State Bank of India
4.8%
AU Small Finance Bank Ltd.
4.1%
Vaibhav Global Ltd.
3.8%
Housing Development Finance Corpn. Ltd.
3.6%
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Fund Manager
Name
Ravi Gopalakrishnan
Abhiroop Mukherjee
-
Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Mr. Abhiroop Mukherjee holds B.Com from Calcutta University & PGPBF (Finance) from National Institute of Bank Management.
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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 has worked with PNB Gilts Ltd. Mumbai.
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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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