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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 February 13, 2020 , 101 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
₹113.97 ↓ -0.52   (-0.45 %)
₹2,117 on 31 Dec 19
12 Nov 08
Equity
Large & Mid Cap
1
Moderately High
2.22
0.29
-0.22
0.69
Not Available
0-1 Years (1%),1 Years and above(NIL)
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
₹241.375 ↓ -0.35   (-0.14 %)
₹5,589 on 31 Dec 19
16 May 00
Equity
Large & Mid Cap
4
Moderately High
2.14
0.62
-0.22
5.09
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
3.6%
7.8%
19.6%
19.2%
10.3%
10.9%
24.1%
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
0.9%
5.2%
15.7%
20.7%
9.8%
10.3%
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 Performance2019
2018
2017
2016
2015
Principal Emerging Bluechip Fund
Growth
Fund Details
6.8%
-11%
49.1%
11.2%
6%
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
11.4%
-9.2%
40.1%
11.2%
6.1%

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 - 0.22 Yr.
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
₹500
₹1,000
Rohit Singhania - 4.59 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 Jan 15₹10,000
31 Jan 16₹9,457
31 Jan 17₹12,133
31 Jan 18₹16,480
31 Jan 19₹14,379
31 Jan 20₹16,609
Growth of 10,000 investment over the years.
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
DateValue
31 Jan 15₹10,000
31 Jan 16₹9,520
31 Jan 17₹12,021
31 Jan 18₹15,484
31 Jan 19₹13,885
31 Jan 20₹16,240

Detailed Assets & Holdings Comparison

Asset Allocation
Principal Emerging Bluechip Fund
Growth
Fund Details
Asset ClassValue
Cash3.3%
Equity96.7%
Equity Sector Allocation
SectorValue
Financial Services28.33%
Consumer Cyclical13.93%
Industrials12.01%
Basic Materials11.85%
Health Care7.39%
Technology5.93%
Consumer Defensive5.5%
Energy4.97%
Utility4.14%
Communication Services2.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK
6%₹132 Cr1,034,250
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
5%₹99 Cr1,839,375
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
4%₹87 Cr572,073
Treps 01-Jan-2020
CBLO/Reverse Repo | -
4%₹77 Cr
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | KOTAKBANK
3%₹62 Cr366,100
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 18 | 532978
3%₹55 Cr58,020
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
2%₹52 Cr123,900
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
2%₹48 Cr652,380
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
2%₹47 Cr627,300
AIA Engineering Ltd (Industrials)
Equity, Since 31 May 14 | AIAENG
2%₹45 Cr273,900
Asset Allocation
DSP BlackRock Equity Opportunities Fund
Growth
Fund Details
Asset ClassValue
Cash2.36%
Equity97.64%
Equity Sector Allocation
SectorValue
Financial Services33.18%
Basic Materials11.57%
Industrials8.56%
Energy8.03%
Consumer Cyclical7.37%
Technology7%
Communication Services5.92%
Health Care5.3%
Consumer Defensive4.09%
Utility4.01%
Real Estate2.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
7%₹383 Cr7,107,332
↓ -795,061
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
7%₹381 Cr2,991,598
↓ -285,518
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
4%₹249 Cr3,403,687
↓ -300,247
Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | 532215
4%₹243 Cr3,220,699
↓ -370,653
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 18 | BHARTIARTL
4%₹243 Cr5,323,386
↑ 372,162
State Bank of India (Financial Services)
Equity, Since 30 Sep 19 | SBIN
4%₹222 Cr6,640,354
↓ -1,005,253
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 16 | RELIANCE
3%₹180 Cr1,188,236
↓ -72,499
Kansai Nerolac Paints Ltd (Basic Materials)
Equity, Since 30 Nov 17 | 500165
3%₹147 Cr2,823,542
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 16 | 506395
3%₹147 Cr2,754,823
↓ -116,900
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | 500547
2%₹134 Cr2,731,792

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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