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Fincash » Principal Emerging Bluechip Vs Motilal Oswal Multicap 35 Fund

Principal Emerging Bluechip Fund Vs Motilal Oswal Multicap 35 Fund

Updated on July 7, 2020 , 207 views

Principal Emerging Bluechip Fund and Motilal Oswal Multicap 35 Fund both form part of Diversified Funds. In simple terms, diversified funds are the schemes that invest in shares belonging to all market cap categories. In other words, they invest in large-cap, mid-cap, and small cap stocks. Generally, the Asset Allocation of diversified Equity Funds consists of around 40-60% investment in large-cap stocks, 10-40% in mid-cap stocks, and a maximum of 10% in small-cap stocks. Sometimes, their small-cap investment can also be nil. Though Principal Emerging Bluechip Fund and Motilal Oswal Multicap 35 Fund both belong to the same category, nevertheless; there are numerous differences between them. So, let us understand these differences through this article.

Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund was launched on November 12, 2008. This scheme is offered and managed by Principal Mutual Fund. S&P BSE 250 Large Midcap Index is used by the scheme as a benchmark index to construct its portfolio. Individuals seeking capital growth in the long-term by Investing in shares of large & mid-cap companies can choose to invest in Principal Emerging Bluechip Fund. Mr. Dhimant Shah is the sole fund manager managing the Principal Emerging Bluechip Fund. As per the asset allocation objective of the scheme, it invests around 35-65% of its fund money in equity and equity-related instruments of large-cap and mid-cap companies respectively. Some of the constituents of Principal Emerging Bluechip Fund as of March 31, 2018, included IndusInd Bank Limited, AIA Engineering Limited, Ramkrishna Forgings Limited, and Aurobindo Pharma Limited.

Motilal Oswal Multicap 35 Fund (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

Motilal Oswal Multicap 35 Fund (earlier known as Motilal Oswal MOSt Focused Multicap 35 Fund) was incepted in the month of April 2014. Motilal Oswal Mutual Fund manages and offers the Motilal Oswal Multicap 35 Fund. Attaining capital appreciation in the long-term tenure is the objective of Motilal Oswal Multicap 35 Fund. The scheme tries to attain this objective by investing in equity and equity-related instruments belonging to various sectors and market capitalization levels. The scheme uses Nifty 500 TRI Index as its base to build its portfolio. The fund managers managing the Motilal Oswal Multicap 35 Fund are Mr. Gautam Sinha Roy, Mr. Swapnil Mayekar and others. As on March 31, 2018, some of the holdings that form part of MOMFM 35 Fund include Maruti Suzuki India Limited, Eicher Motors Limited, Interglobe Aviation Limited, and United Spirits Limited.

Principal Emerging Bluechip Fund Vs Motilal Oswal Multicap 35 Fund

The differences between Principal Emerging Bluechip Fund and Motilal Oswal Multicap 35 Fund are classified into four sections, namely, basics section, performance section, yearly performance section, and other details section. These sections are explained as follows.

Basics Section

Current NAV, Fincash Rating, and scheme category are some of the comparable elements that form part of this first section. To begin with the scheme category, it can be said that Principal Mutual Fund’s scheme and Motilal Oswal Mutual Fund’s scheme belong to the same category of Equity Diversified. The comparison of current NAV shows that there is a significant difference between the NAV of both the scheme. As on April 25, 2018, the NAV of Principal Emerging Bluechip Fund was around INR 109 while of Motilal Oswal Multicap 35 Fund was approximately INR 27. With respect to the comparison of Fincash Rating it can be concluded that both the schemes are rated as 5-Star schemes. The summary comparison of the basics section is as shown in the table given below.

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
₹99.61 ↑ 0.84   (0.85 %)
₹1,822 on 30 Apr 20
12 Nov 08
Equity
Large & Mid Cap
1
Moderately High
2.22
-0.28
-0.07
5.15
Not Available
0-1 Years (1%),1 Years and above(NIL)
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
₹24.28 ↑ 0.17   (0.70 %)
₹10,237 on 30 Apr 20
28 Apr 14
Equity
Multi Cap
5
Moderately High
1.79
-0.47
-0.45
0.46
Not Available
0-1 Years (1%),1 Years and above(NIL)

Performance Section

It is the second section in the comparison which analyzes the difference in the Compounded Annual Growth Rate or CAGR returns for various time intervals. These time intervals include 1 Month Return, 6 Month Return, 5 Year Return, and Return since Inception. The comparison of CAGR returns shows that both the scheme has almost generated same returns. However, at certain intervals, the performance for Principal Emerging Bluechip Fund is better while in other Motilal Oswal Multicap 35 Fund is better. The table given below summarizes the comparison of the performance section.

Parameters
Performance1 Month
3 Month
6 Month
1 Year
3 Year
5 Year
Since launch
Principal Emerging Bluechip Fund
Growth
Fund Details
6.5%
15.3%
-8.6%
-1.6%
1.1%
7.6%
21.8%
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
9.5%
17.8%
-10%
-6%
0.3%
6.3%
15.4%

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Yearly Performance Section

It is the third section in the comparison that compares the absolute returns generated by both the schemes for a particular year. The analysis of yearly performance section shows that in most situations, Principal Emerging Bluechip Fund leads the race. The summary comparison 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%
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
7.9%
-7.8%
43.1%
8.5%
14.6%

Other Details Section

It is the last section in the comparison that includes elements such as AUM, minimum SIP and lumpsum investment, and others. The comparison of AUM reveals that there is a drastic difference between the AUM of both the schemes. As on March 31, 2018, the AUM of Motilal Oswal Multicap 35 Fund was around INR 12,213 Crores while of Principal Emerging Bluechip Fund was nearly INR 1,657 Crores. The lumpsum investment for both the schemes is same, that is, INR 5,000. However, the SIP investment for Principal’s scheme is INR 2,000 and for Motilal Oswal’s scheme is INR 1,000. The summary comparison of the other details section is as shown in the table given below.

Parameters
Other DetailsMin SIP Investment
Min Investment
Fund Manager
Principal Emerging Bluechip Fund
Growth
Fund Details
₹100
₹5,000
Ravi Gopalakrishnan - 0.72 Yr.
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
₹500
₹5,000
Abhiroop Mukherjee - 6.18 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
Principal Emerging Bluechip Fund
Growth
Fund Details
DateValue
30 Jun 15₹10,000
30 Jun 16₹10,603
30 Jun 17₹13,827
30 Jun 18₹15,252
30 Jun 19₹15,177
30 Jun 20₹14,040
Growth of 10,000 investment over the years.
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
DateValue
30 Jun 15₹10,000
30 Jun 16₹10,354
30 Jun 17₹13,503
30 Jun 18₹14,715
30 Jun 19₹15,098
30 Jun 20₹13,088

Detailed Assets & Holdings Comparison

Asset Allocation
Principal Emerging Bluechip Fund
Growth
Fund Details
Asset ClassValue
Cash2.74%
Equity97.26%
Equity Sector Allocation
SectorValue
Financial Services21.26%
Consumer Cyclical15.75%
Basic Materials12.16%
Industrials10.59%
Technology9.2%
Health Care8.97%
Consumer Defensive5.77%
Energy5.73%
Communication Services4.04%
Utility3.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK
6%₹98 Cr1,034,250
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
5%₹88 Cr603,090
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK
4%₹72 Cr2,172,857
↓ -133,768
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 18 | DIVISLAB
3%₹58 Cr240,900
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
3%₹54 Cr985,885
↑ 593,470
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
3%₹54 Cr777,880
Treps 01-Jun-2020
CBLO/Reverse Repo | -
3%₹50 Cr
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 17 | 540699
3%₹49 Cr99,900
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Oct 09 | TORNTPHARM
3%₹48 Cr201,900
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 15 | 532504
3%₹47 Cr298,213
Asset Allocation
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
Asset ClassValue
Cash1.59%
Equity98.41%
Equity Sector Allocation
SectorValue
Financial Services36.61%
Consumer Cyclical16.1%
Consumer Defensive13.17%
Technology11.48%
Energy9.65%
Communication Services5.79%
Basic Materials4.11%
Health Care1.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
9%₹856 Cr9,000,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
8%₹785 Cr15,000,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
6%₹615 Cr4,200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
6%₹569 Cr10,300,000
↑ 10,300,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
6%₹567 Cr8,200,000
↓ -800,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
6%₹562 Cr2,849,000
↓ -351,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
6%₹561 Cr1,000,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
6%₹547 Cr3,300,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | 532432
5%₹495 Cr8,325,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | EICHERMOT
5%₹488 Cr295,000

Therefore, it can be said from the above-mentioned pointers that both the schemes differ on account of numerous parameters. As a consequence, individuals should be careful before choosing any of the schemes to invest. They should also check whether the scheme matches their investment criteria or not. Also, they should understand the modalities of the scheme thoroughly. This will help individuals to attain their objectives in a timely manner along with ensuring that their money is safe.

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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