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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 November 18, 2019 , 96 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
₹106.5 ↑ 0.41   (0.39 %)
₹2,260 on 31 Oct 19
12 Nov 08
Equity
Large & Mid Cap
1
Moderately High
2.22
0.39
-0.28
-0.62
Not Available
0-1 Years (1%),1 Years and above(NIL)
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
₹26.8942 ↑ 0.08   (0.31 %)
₹13,513 on 31 Oct 19
28 Apr 14
Equity
Multi Cap
5
Moderately High
1.79
0.86
-0.15
3.15
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
2.3%
10.7%
5.7%
6.2%
11.6%
11%
23.9%
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
0.4%
8.8%
5.2%
9.1%
11.8%
12.8%
19.4%

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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 Performance2018
2017
2016
2015
2014
Principal Emerging Bluechip Fund
Growth
Fund Details
-11%
49.1%
11.2%
6%
80.2%
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
-7.8%
43.1%
8.5%
14.6%
0%

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
₹500
₹5,000
Ravi Gopalakrishnan - 0.06 Yr.
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
₹500
₹5,000
Abhiroop Mukherjee - 5.18 Yr.

Growth of 10k Investments over the years

Growth of 10,000 investment over the years.
Principal Emerging Bluechip Fund
Growth
Fund Details
DateValue
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.
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
DateValue
31 Oct 14₹10,000
31 Oct 15₹12,520
31 Oct 16₹14,845
31 Oct 17₹18,708
31 Oct 18₹16,666
31 Oct 19₹19,419

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
Motilal Oswal Multicap 35 Fund
Growth
Fund Details
Asset ClassValue
Cash1.02%
Equity98.98%
Equity Sector Allocation
SectorValue
Financial Services45.67%
Consumer Cyclical12.82%
Technology12.69%
Consumer Defensive6.97%
Energy6.23%
Industrials6.17%
Health Care4.29%
Basic Materials3.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
11%₹1,410 Cr11,490,684
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
7%₹912 Cr11,314,855
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
6%₹856 Cr12,500,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
6%₹842 Cr14,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 18 | LT
6%₹817 Cr5,540,750
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹736 Cr1,817,855
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
5%₹672 Cr1,000,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
5%₹652 Cr3,300,000
↓ -1,200,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | 532432
4%₹594 Cr8,909,387
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
4%₹557 Cr2,652,616

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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