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Fincash » Principal Emerging Bluechip Vs DSP BlackRock Equity Opportunities Fund

Principal Emerging Bluechip Fund Vs DSP BlackRock Equity Opportunities Fund

Updated on November 15, 2019 , 76 views

Principal Emerging Bluechip Fund and DSP BlackRock Equity Opportunities Fund both belong to the diversified category of Equity Funds. These schemes invest their corpus money in shares of companies having different market capitalization. Diversified schemes follow a growth or value Investing approach in which they try to identify companies whose share prices are relatively lower in comparison to their historical values, cash flow potentials, and dividend yields. These schemes invest around 40-60% of their fund money in large-cap stocks, 10-40% in mid-cap stocks and the remaining 10% in small cap stocks. Though both Principal Emerging Bluechip Fund and DSP BlackRock Equity Opportunities Fund belong to the diversified category yet, they differ on account of various parameters. So, let us compare and analyze the differences between both the schemes.

Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund is a part of Principal Mutual Fund. This open-ended diversified scheme was incepted on November 12, 2008. The objective of this scheme is to invest the accumulated pooled money in equity and equity-related instruments across various market capitalization and attain capital appreciation through it. The scheme uses NIFTY Midcap 100 Index as its benchmark to construct its portfolio. As on March 31, 2018, some of the constituents of Principal Emerging Bluechip Fund included IndusInd Bank Limited, Kotak Mahindra Bank Limited, State Bank of India, Finolex Industries Limited, Bajaj Finance Limited, and Britannia Industries Limited. Principal Emerging Bluechip Fund is managed solely by Mr. Dhimant Shah. The risk level of this scheme is moderately high.

DSP BlackRock Equity Opportunities Fund (Erstwhile DSP BlackRock Opportunities Fund)

DSP BlackRock Equity Opportunities Fund (earlier known as DSP BlackRock Opportunities Fund) is a part of DSP BlackRock Mutual Fund and was launched in the year 2000. The objective of this open-ended ended diversified fund is to attain capital growth in the long-term attained through a portfolio consisting of large-cap and mid-cap stocks. The scheme invests a minimum of 35% of its pooled money in stocks of large-cap and mid-cap companies respectively. DSP BlackRock Equity Opportunities Fund is jointly managed by Mr. Rohit Singhania and Mr. Jay Kothari. The scheme uses NIFTY 500 TRI Index as its benchmark to construct its portfolio. As on March 31, 2018, the top five holdings of DSP BlackRock Equity Opportunities Fund include HDFC Bank Limited, ICICI Bank Limited, State Bank of India, Tata Steel Limited, and HCL Technologies Limited.

Principal Emerging Bluechip Fund Vs DSP BlackRock Equity Opportunities Fund

The differences between Principal Emerging Bluechip Fund vs DSP BlackRock Equity Opportunities Fund are classified into four categories, namely, basics section, performance section, yearly performance section, and other details section.

Basics Section

Basics Section is the first section in the comparison of both the schemes. This section compares elements such as current NAV, Fincash Ratings, Scheme Category, and so on. The comparison of current NAV states that there is a drastic difference between the NAV of both the schemes. As on April 19, 2018, the NAV of Principal Emerging Bluechip Fund was approximately INR 109 and of DSP BlackRock Equity Opportunities Fund was approximately INR 220. With respect to the Fincash Ratings, both the schemes are rated as 5-Star. Even with respect to the scheme category, it can be said that both the schemes belong to the same category that is equity diversified. The summary comparison of the basics section is tabulated as follows.

Parameters
BasicsNAV
Net Assets (Cr)
Launch Date
Rating
Category
Sub Cat.
Category Rank
Risk
Expense Ratio
Sharpe Ratio
Information Ratio
Alpha Ratio
Benchmark
Exit Load
Principal Emerging Bluechip Fund
Growth
Fund Details
₹106.19 ↑ 0.49   (0.46 %)
₹2,199 on 30 Sep 19
12 Nov 08
Equity
Large & Mid Cap
1
Moderately High
2.22
-0.06
-0.24
0.33
Not Available
0-1 Years (1%),1 Years and above(NIL)
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
₹230.281 ↑ 0.89   (0.39 %)
₹5,489 on 30 Sep 19
16 May 00
Equity
Large & Mid Cap
4
Moderately High
2.42
0.38
0
6.56
Not Available
0-12 Months (1%),12 Months and above(NIL)

Performance Section

Being the second section, this scheme compares the Compounded Annual Growth Rate or CAGR returns. These returns are compared to different time intervals such as 1 Month Return, 5 Month Return, 3 Year Return, and Return Since Inception. On a holistic note, the summary of performance section shows that the performance of Principal Emerging Bluechip Fund is better than the performance of DSP BlackRock Mutual Fund. The table given below shows the summary comparison of performance section.

Parameters
Performance1 Month
3 Month
6 Month
1 Year
3 Year
5 Year
Since launch
Principal Emerging Bluechip Fund
Growth
Fund Details
5%
11.4%
7.7%
6.8%
11.9%
11.3%
23.9%
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
4.2%
10.4%
10.5%
11.8%
11.3%
10.5%
17.5%

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Yearly Performance Section

The yearly performance section is the third section in the fund comparison. This section compares the absolute returns of both the scheme for a particular year. An analysis of yearly performance section reveals that for certain years Principal Emerging Bluechip Fund has performed better while in others, DSP BlackRock Equity Opportunities Fund has done better. The comparison summary of the yearly performance section is tabulated as follows.

Parameters
Yearly Performance2018
2017
2016
2015
2014
Principal Emerging Bluechip Fund
Growth
Fund Details
-11%
49.1%
11.2%
6%
80.2%
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
-9.2%
40.1%
11.2%
6.1%
45.4%

Other Details Section

The other details section is the last section in the comparison of both the schemes. With respect to the AUM, it can be said that there is a difference between the AUM of both the schemes. As on March 31, 2018, the AUM of Principal Emerging Bluechip Fund is approximately INR 1,657 crores while AUM of DSP BlackRock Equity Opportunities Fund is INR 5,069 crores. Similarly, there also exists a difference in the minimum SIP and lumpsum investment of both the schemes. For Principal Emerging Bluechip Fund the minimum SIP investment is INR 2,000 and the lumpsum investment is INR 5,000. Similarly, for DSP BlackRock Equity Opportunities Fund the minimum SIP and lumpsum amounts are INR 500 and INR 1,000 respectively. The summary of the other details section is given below as follows.

Parameters
Other DetailsMin SIP Investment
Min Investment
Fund Manager
Principal Emerging Bluechip Fund
Growth
Fund Details
₹500
₹5,000
Ravi Gopalakrishnan - 0.06 Yr.
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
₹500
₹1,000
Rohit Singhania - 4.33 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
Principal Emerging Bluechip Fund
Growth
Fund Details
DateValue
31 Oct 14₹10,000
31 Oct 15₹11,386
31 Oct 16₹14,000
31 Oct 17₹18,227
31 Oct 18₹16,337
31 Oct 19₹17,709
Growth of 10,000 investment over the years.
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
DateValue
31 Oct 14₹10,000
31 Oct 15₹10,741
31 Oct 16₹13,100
31 Oct 17₹16,108
31 Oct 18₹14,707
31 Oct 19₹16,918

Detailed Assets & Holdings Comparison

Asset Allocation
Principal Emerging Bluechip Fund
Growth
Fund Details
Asset ClassValue
Cash1.15%
Equity98.85%
Equity Sector Allocation
SectorValue
Financial Services28.31%
Basic Materials14.4%
Consumer Cyclical14.12%
Industrials10.43%
Technology7.7%
Health Care7.13%
Consumer Defensive5.73%
Utility4.76%
Energy4.28%
Communication Services1.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK
6%₹136 Cr1,107,300
↑ 31,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
4%₹96 Cr2,079,525
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
3%₹74 Cr504,108
↑ 15,108
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | KOTAKBANK
3%₹62 Cr394,800
↑ 3,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 18 | 532978
2%₹54 Cr65,790
↑ 2,700
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 500825
2%₹54 Cr163,800
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
2%₹50 Cr123,900
↓ -6,600
AIA Engineering Ltd (Industrials)
Equity, Since 31 May 14 | AIAENG
2%₹47 Cr273,900
↑ 6,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
2%₹46 Cr627,300
↑ 32,400
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | 541557
2%₹45 Cr236,168
Asset Allocation
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
Asset ClassValue
Cash3.07%
Equity96.92%
Debt0%
Equity Sector Allocation
SectorValue
Financial Services36.49%
Basic Materials9.87%
Industrials8.94%
Energy7.91%
Technology7.73%
Health Care6.92%
Consumer Cyclical6.67%
Consumer Defensive4.19%
Utility3.65%
Real Estate2.3%
Communication Services2.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
9%₹502 Cr4,077,569
↓ -133,587
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
8%₹446 Cr9,625,806
↓ -2,232,463
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
4%₹236 Cr3,202,098
↓ -828,524
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 16 | RELIANCE
4%₹213 Cr1,452,018
↓ -190,957
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
3%₹196 Cr2,858,740
↑ 1,849,515
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Nov 17 | 500165
3%₹169 Cr3,039,360
↑ 97,396
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
3%₹160 Cr
State Bank of India (Financial Services)
Equity, Since 30 Sep 19 | SBIN
3%₹158 Cr5,050,559
↑ 3,177,114
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 506395
3%₹145 Cr3,048,851
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 19 | HINDPETRO
3%₹141 Cr4,341,403
↑ 670,171

Thus, to conclude in a nutshell, it can be said that both the schemes differ with each across various parameters. As a result, individuals should understand the scheme details completely before investing in it. In addition, they should check whether the scheme details are matching their investment objective or not. This will help individuals to attain their goals on time and in a hassle-free manner.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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