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Home>Mutual Funds>Compare Principal Emerging Bluechip Fund Direct Growth with SBI Flexicap 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 & MidCap
4.0star
INVEST NOW
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SBI Flexicap Fund Direct Growth

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

(68.0%)

SBI Flexicap Fund Direct Growth

(62.9%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹100₹500-
Expense Ratio0.89%0.87%-
NAV₹202.4 (27-Oct-2021)₹85.0 (27-Oct-2021)-
Fund Started01-Jan-201304-Jan-2013-
Fund Size₹3,123Cr₹15,291Cr-
Returns
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1Y
68.0%
62.9%
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3Y
26.8%
24.3%
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5Y
18.8%
16.7%
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Pros & Cons
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Pros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 0.89%
3. Higher alpha: 2.61 The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 TRI - in the last 3Y
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 0.87%
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Cons
Found nothing so far.
1. Higher AUM: 15290Cr. Funds with a higher AUM tend to have lower returns in the future
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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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Turnover
-
-
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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
ICICI Bank Ltd.
4.3%
HDFC Bank Ltd.
4.3%
Infosys Ltd.
3.9%
Dixon Technologies (India) Ltd.
3.4%
Reliance Industries Ltd.
3.2%
Bajaj Finance Ltd.
2.8%
Housing Development Finance Corpn. Ltd.
2.2%
Mphasis Ltd.
2.2%
Bajaj Finserv Ltd.
2.2%
Navin Fluorine International Ltd.
2.1%
Name
Assets
HDFC Bank Ltd.
9.2%
ICICI Bank Ltd.
7.4%
HCL Technologies Ltd.
5.3%
ITC Ltd.
3.2%
Axis Bank Ltd.
3.2%
Larsen & Toubro Ltd.
3.1%
Infosys Ltd.
3.0%
Bharti Airtel Ltd.
2.5%
Reliance Industries Ltd.
2.3%
GAIL (India) Ltd.
2.3%
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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.
He has over 16 years experience with over 13 years of experience in the area of financial services. He joined SBIFMPL in May, 2007 as an analyst. He is Head of Research and currently he is also a fund manager in various schemes.
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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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