Home>Mutual Funds>Compare>Compare Principal Emerging Bluechip Fund Direct Growth with SBI Flexicap Fund Direct Growth
shareSHARE
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel

Principal Emerging Bluechip Fund Direct Growth

Equity
Large & Mid Cap
3.0 star
INVEST NOW
cancel

SBI Flexicap Fund Direct Growth

Equity
Flexi Cap
3.0 star
INVEST NOW
add_circle_outline

Add a fund

Principal Emerging Bluechip Fund Direct Growth

(71.0%)

SBI Flexicap Fund Direct Growth

(62.7%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up
RiskVery HighVery High-
Min SIP Amount₹100₹500-
Expense Ratio0.91%0.93%-
NAV₹158.2 (09-Apr-2021)₹68.2 (09-Apr-2021)-
Fund Started01-Jan-201304-Jan-2013-
Fund Size₹2,519Cr₹11,829Cr-
Returns
keyboard_arrow_up
1Y
71.0%
62.7%
-
3Y
11.6%
11.1%
-
5Y
18.9%
15.6%
-
Pros & Cons
keyboard_arrow_up
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 - 0.93%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
-
Cons
Found nothing so far.
1. Asset under management(AUM) is more than 10000 Crs. Returns tend to go low once AUM exceeds a certain amount
-

Holding Analysis

keyboard_arrow_up
Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turn Over
-
-
-
Equity
NaN%
NaN%
NaN%
Cash
NaN%
NaN%
NaN%

Top Holdings

keyboard_arrow_up
Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
5.7%
ICICI Bank Ltd.
4.9%
Dixon Technologies (India) Ltd.
4.0%
Infosys Ltd.
3.6%
Reliance Industries Ltd.
3.3%
Bajaj Finance Ltd.
2.6%
Housing Development Finance Corpn. Ltd.
2.5%
Larsen & Toubro Ltd.
2.3%
Navin Fluorine International Ltd.
2.2%
Divi's Laboratories Ltd.
2.1%
Name
Assets
ICICI Bank Ltd.
8.3%
HDFC Bank Ltd.
8.3%
HCL Technologies Ltd.
4.9%
Axis Bank Ltd.
4.0%
Hindalco Industries Ltd.
3.7%
State Bank of India
3.5%
Larsen & Toubro Ltd.
3.5%
Tech Mahindra Ltd.
3.2%
Crompton Greaves Consumer Electricals Ltd.
3.2%
Bharti Airtel Ltd.
2.7%
-
Fund Manager
keyboard_arrow_up
Name
Ravi Gopalakrishnan
Anup Upadhyay
-
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.

-

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.

-

About Fund
keyboard_arrow_up
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.

-

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

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
17.8%
3Y Returns
VS
SBI Magnum Multi Cap Fund - Direct - Growth
16.3%
3Y Returns
Axis Bluechip Fund - Direct - Growth
17.4%
3Y Returns
VS
SBI Bluechip Fund - Direct - Growth
13.6%
3Y Returns
HDFC Small Cap Fund - Direct - Growth
22.9%
3Y Returns
VS
L&T Emerging Businesses Fund - Direct - Growth
22.4%
3Y Returns
ⓒ 2016-2021 Groww. All rights reserved, Built with in India