Home>Mutual Funds>Compare>Compare Principal Emerging Bluechip Fund Direct Growth with Principal Multi Cap Growth 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 & Mid Cap
3.0 star
INVEST NOW
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Principal Multi Cap Growth Fund Direct Growth
Equity
Multi Cap
3.0 star
INVEST NOW
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Principal Emerging Bluechip Fund Direct Growth
(24.1%)
Principal Multi Cap Growth Fund Direct Growth
(18.8%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Moderately High | Moderately High | - |
|---|---|---|---|
| Min SIP Amount | ₹100 | ₹100 | - |
| Expense Ratio | 0.96% | 1.68% | - |
| NAV | ₹147.4 (21-Jan-2021) | ₹181.5 (21-Jan-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹2,418Cr | ₹697Cr | - |
Returns
keyboard_arrow_up1Y
24.1%
18.8%
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3Y
7.3%
4.2%
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5Y
18.8%
15.9%
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Pros & Cons
keyboard_arrow_upPros
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 - 1.66%
2. 1Y Returns are higher than the category average returns
3. 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. 3Y Returns are lower than the category average returns
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Holding Analysis
keyboard_arrow_upTop 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
keyboard_arrow_upTop 10 Holdings
Name
Assets
HDFC Bank Ltd.
6.5%
ICICI Bank Ltd.
4.2%
Dixon Technologies (India) Ltd.
3.9%
Infosys Ltd.
3.7%
Reliance Industries Ltd.
3.6%
Divi's Laboratories Ltd.
3.1%
Bajaj Finance Ltd.
2.8%
Navin Fluorine International Ltd.
2.5%
Housing Development Finance Corpn. Ltd.
2.5%
AIA Engineering Ltd.
2.2%
Name
Assets
HDFC Bank Ltd.
9.1%
Reliance Industries Ltd.
7.0%
Infosys Ltd.
6.4%
ICICI Bank Ltd.
4.8%
Housing Development Finance Corpn. Ltd.
4.0%
Tata Consultancy Services Ltd.
3.5%
Kotak Mahindra Bank Ltd.
3.5%
Bajaj Finance Ltd.
3.2%
Larsen & Toubro Ltd.
3.1%
Divi's Laboratories Ltd.
2.7%
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Fund Manager
keyboard_arrow_upName
Ravi Gopalakrishnan
P V K Mohan
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Education
Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.
Mr. Mohan is a B.E (Electrical) and MBA from IIM Bangalore.
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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 Principal AMC he has worked with UTI AMC.
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About Fund
keyboard_arrow_upDescription
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.
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.
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Launch Date
25 Nov 1994
25 Nov 1994
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Custodian
Citibank NA
Stock Holding Corp. of India Ltd.
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Registrar & Transfer Agent
KFin Tech
KFin Tech
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