Compare Principal Emerging Bluechip Fund Direct Growth vs Motilal Oswal Flexi Cap Fund Direct Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Principal Emerging Bluechip Fund Direct  GrowthEquity
Large & MidCap
4.0
Motilal Oswal Flexi Cap Fund Direct GrowthEquity
Flexi Cap
3.0
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Principal Emerging Bluechip Fund Direct Growth

(40.4%)

Motilal Oswal Flexi Cap Fund Direct Growth

(54.2%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
Not Supported
₹500
-
Expense Ratio
0.92%
0.87%
-
NAV
₹200.2 (31-Dec-2021)
₹72.0 (13-Dec-2024)
- 
Fund Started
02-Jan-2013
28-Apr-2014
-
Fund Size
₹3,124Cr
₹12,564Cr
-
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 1 year.
-

Returns

1Y
40.4%
54.2%
-
3Y
23.3%
24.5%
-
5Y
20.5%
20.6%
-

Pros & Cons

Pros
Found nothing so far.
1.Lower expense ratio: 0.87%2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y3.Higher alpha: 7.44 
The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y 4.1Y category rank: 2
-

Cons
Found nothing so far.
Found nothing so far.
-

Holding Analysis

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

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
Polycab India Ltd.
10.4%
Kalyan Jewellers India Ltd.
9.9%
Coforge Ltd.
9.9%
Trent Ltd.
9.7%
Persistent Systems Ltd.
9.4%
Zomato Ltd.
8.9%
JIO Financial Services Ltd.
8.5%
Mahindra & Mahindra Ltd.
8.1%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))
4.8%
Cholamandalam Investment and Finance Company Ltd.
4.4%
-

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.
-
Launch Date
26 Feb 1996
29 Dec 2009
-
Custodian
NA
Citibank NA
-
Registrar & Transfer Agent
KFin Tech
KFin Tech
-

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Compare Funds

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

Principal Emerging Bluechip Fund Direct Growth

Motilal Oswal Flexi Cap Fund Direct Growth

Add a fund

Principal Emerging Bluechip Fund Direct Growth

Motilal Oswal Flexi Cap Fund Direct Growth

Found nothing so far.

1.Lower expense ratio: 0.87%

2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

3.Higher alpha: 7.44 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y

4.1Y category rank: 2

Found nothing so far.

Found nothing so far.

Holding Analysis

Top Holdings

Popular Comparisons