Home>Mutual Funds>Compare>Compare Principal Emerging Bluechip Fund Direct Growth with SBI Magnum MultiCap 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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SBI Magnum MultiCap Fund Direct Growth

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

(24.1%)

SBI Magnum MultiCap Fund Direct Growth

(18.2%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹100₹500-
Expense Ratio0.96%0.95%-
NAV₹147.4 (21-Jan-2021)₹65.1 (21-Jan-2021)-
Fund Started01-Jan-201304-Jan-2013-
Fund Size₹2,418Cr₹10,518Cr-
Returns
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1Y
24.1%
18.2%
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3Y
7.3%
8.2%
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5Y
18.8%
16.0%
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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 - 0.96%
2. 3Y 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. 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
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%
ICICI Bank Ltd.
7.7%
HCL Technologies Ltd.
5.2%
Kotak Mahindra Bank Ltd.
4.3%
ITC Ltd.
3.9%
JK Cement Ltd
3.9%
Axis Bank Ltd.
3.8%
Cholamandalam Investment & Finance Co. Ltd.
3.7%
Tech Mahindra Ltd.
3.6%
Larsen & Toubro Ltd.
3.1%
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Fund Manager
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Name
Ravi Gopalakrishnan
Anup Upadhyay
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Education

Mr. Gopalakrishnan is an MBA from Bradley University, USA and Masters in Finance (Investments) from Drexel University, USA.

Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.

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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 SBI AMC he has worked with SBI Mutual Fund and Tata Consultancy Services.

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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.

SBI Mutual Fund started their mutual fund on 29/06/1987 and its managing total assets of ₹1,88,455 Cr. Its ranked at 5 as per total assets at end of 30th Sep 2017.

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Launch Date
25 Nov 1994
29 Jun 1987
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Custodian
Citibank NA
Citibank NA
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Registrar & Transfer Agent
KFin Tech
Cams
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