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
2.0
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Principal Emerging Bluechip Fund Direct Growth

(40.4%)

Motilal Oswal Flexi Cap Fund Direct Growth

(53.0%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP AmountNot Supported₹500-
Expense Ratio0.92%0.92%-
NAV₹200.2 (31-Dec-2021)₹56.2 (21-May-2024)-
Fund Started02-Jan-201328-Apr-2014-
Fund Size₹3,124Cr₹10,013Cr-
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%
53.0%
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3Y
23.3%
17.9%
-
5Y
20.5%
15.5%
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Pros & Cons
Pros
Found nothing so far.
1.Lower expense ratio: 0.92%
2.1Y and 10Y annualised returns higher than category average
3.Higher alpha: 1.29 The fund has generated returns higher than benchmark - NIFTY 500 Total Return Index - in the last 3Y
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Cons
Found nothing so far.
1.3Y and 5Y annualised returns lower than category average
2.Low rating: 2
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Holding Analysis

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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-
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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
JIO Financial Services Ltd.
11.9%
Persistent Systems Ltd.
7.4%
Tube Investments Of India Ltd.
7.3%
Polycab India Ltd.
6.2%
Zomato Ltd.
5.8%
Kalyan Jewellers India Ltd.
5.4%
Coforge Ltd.
5.4%
Indus Towers Ltd.
4.8%
Cholamandalam Investment and Finance Company Ltd.
4.5%
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue))
4.0%
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Fund Manager
Name
Ravi Gopalakrishnan
Niket Shah
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Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Mr. Shah is a MBA in Finance
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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 was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.
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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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