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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 & Mid Cap
4.0 star
INVEST NOW
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Motilal Oswal Multicap 35 Fund Direct Growth

Equity
Multi Cap
3.0 star
INVEST NOW
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Principal Emerging Bluechip Fund Direct Growth

(6.3%)

Motilal Oswal Multicap 35 Fund Direct Growth

(-4.2%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹100₹500-
Expense Ratio0.99%0.79%-
NAV₹116.7 (29-Sep-2020)₹26.7 (29-Sep-2020)-
Fund Started01-Jan-201328-Apr-2014-
Fund Size₹2,091Cr₹11,240Cr-
Returns
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1Y
6.3%
-4.2%
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3Y
3.4%
0.4%
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5Y
11.6%
8.5%
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Pros & Cons
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Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. Lower expense ratio - 0.82%
2. 5Y Returns are higher than the category average returns
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Cons
1. Risk-adjusted returns are lower compared to the category
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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Top 20
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P/E
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P/B
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Turn Over
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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
Reliance Industries Ltd.
5.8%
HDFC Bank Ltd.
5.2%
Dixon Technologies (India) Ltd.
3.6%
Infosys Ltd.
3.5%
ICICI Bank Ltd.
3.4%
Divi's Laboratories Ltd.
3.2%
Bharti Airtel Ltd.
2.4%
AIA Engineering Ltd.
2.4%
Jubilant FoodWorks Ltd.
2.4%
Navin Fluorine International Ltd.
2.3%
Name
Assets
Reliance Industries Ltd.
9.4%
HDFC Life Insurance Co Ltd.
7.6%
HDFC Bank Ltd.
7.3%
Maruti Suzuki India Ltd.
5.5%
Infosys Ltd.
5.0%
Housing Development Finance Corpn. Ltd.
4.7%
Vaibhav Global Ltd.
4.7%
Bajaj Finance Ltd.
4.7%
Eicher Motors Ltd.
4.5%
AU Small Finance Bank Ltd.
3.9%
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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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