+91-22-48913909Principal Emerging Bluechip Fund Vs SBI Magnum Multicap Fund
Both Principal Emerging Bluechip Fund and SBI Magnum Multicap Fund belong to the diversified category of Mutual Fund. Diversified Funds are the Mutual Fund schemes that invest their corpus in shares of companies across Market capitalization. Diversified funds try to harness the advantages of market capitalization based on which they are able to invest in companies having maximum market potential and earn maximum returns for their investors. Diversified funds help people to earn maximum returns over a long-term tenure. Principal Emerging Bluechip Fund and SBI Magnum Multicap Fund though they belong to the same category yet; there exists a difference in their attributes. So, let us understand the differences between both the schemes through this article.
Principal Emerging Bluechip Fund
Principal Emerging Bluechip Fund is offered by Principal Mutual Fund under the diversified category. The scheme was launched in the year 2008 and its investment objective is to attain Capital growth in long-term by Investing in equity and equity related instruments of various companies with more emphasis towards mid and small cap companies. The scheme uses Nifty Free Float Midcap 100 Index to construct its Portfolio.
As on January 31, 2018, some of the constituents that form part of Principal Emerging Bluechip Fund include IndusInd Bank Limited, ICICI Bank Limited, Tata Chemicals Limited, and Infosys Limited.
SBI Magnum Multicap Fund
SBI Magnum Multicap Fund is an open-ended diversified fund offered by SBI Mutual Fund. This scheme was launched on September 29, 2005, and it uses S&P BSE 500 Index to construct its portfolio. The investment objective of the scheme is to attain long-term growth in capital by active management of investments through diversified equity investments across market capitalization.
As on January 31, 2018, some of the Top 10 constituents of SBI Magnum Multicap Fund’s portfolio include Colgate Palmolive (India) Limited, Tech Mahindra Limited, Maruti Suzuki Limited, and HDFC Bank Limited.
Principal Emerging Bluechip Fund Vs SBI Magnum Multicap Fund
Though the schemes belong to the same category, they show different attributes with regard to various parameters. So, let’s have a glance at these parameters that are divided into four sections, namely, Basics Section, Performance Section, Yearly Performance Section, and Other Details Section.
Basics Section
The comparable parameters that form part of this section include Category of the Scheme, Fincash Ratings, AUM, Current NAV, expense ratio, and many more. To begin with the Category of the Scheme, it can be said that both the schemes belong to the same category that is Equity Diversified.
As per Fincash Rating, Principal Emerging Bluechip Fund is rated as 5-Star while; SBI Magnum Multicap Fund is rated as 4-Star Fund.
The table given below summarizes the parameters of both the sections.
Parameters Basics NAV Net Assets (Cr) Launch Date Rating Category Sub Cat. Category Rank Risk Expense Ratio Sharpe Ratio Information Ratio Alpha Ratio Benchmark Exit Load Mirae Asset Emerging Bluechip Fund
Growth
Fund Details ₹158.315 ↓ -0.61 (-0.38 %) ₹45,275 on 31 Jul 26 9 Jul 10 Equity Large & Mid Cap Moderately High 1.15 0.12 -0.64 1.04 Not Available 0-1 Years (1%),1 Years and above(NIL) SBI Magnum Multicap Fund
Growth
Fund Details ₹108.859 ↓ -0.35 (-0.32 %) ₹22,897 on 31 Jul 26 29 Sep 05 ☆☆☆☆ Equity Multi Cap 9 Moderately High 1.67 -0.22 -1.18 -2.51 Not Available 0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL)
Performance Section
Compounded Annual Growth Rate or CAGR returns of both the scheme at different time periods is compared in the Performance Section. Some of the time periods at which the returns are compared include 3 Month Return, 6 Month Return, 1 Year Return, and 5 Year Return. An overview of comparison between the return states that the returns generated by Principal Emerging Bluechip Fund is higher as compared to the returns of SBI Magnum Multicap Fund. The summary of performance section, between Principal Emerging Bluechip Fund and SBI Magnum Multicap Fund is tabulated as follows.
Parameters Performance 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since launch Mirae Asset Emerging Bluechip Fund
Growth
Fund Details 0.5% 5.8% 1.2% 6.5% 13.4% 11.3% 18.7% SBI Magnum Multicap Fund
Growth
Fund Details 1% 4.4% -2.5% 0.4% 9.3% 8.6% 0%
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Yearly Performance Section
The Yearly Performance section compares the absolute returns of two schemes for a particular year. Yearly Performance section also indicates that the returns generated by Principal Emerging Bluechip Fund are higher as compared to the returns of SBI Magnum Multicap Fund. The table given below summarizes the yearly performance between Principal Emerging Bluechip Fund and SBI Magnum Multicap Fund.
Parameters Yearly Performance 2024 2023 2022 2021 2020 Mirae Asset Emerging Bluechip Fund
Growth
Fund Details 9.2% 15.6% 29.3% -1.4% 39.1% SBI Magnum Multicap Fund
Growth
Fund Details 5.5% 14.2% 22.8% 0.7% 30.8%
Other Details Section
This is the last section of comparison between Principal Emerging Bluechip Fund and SBI Magnum Multicap Fund. Some of the comparable parameters in this section include Minimum Lumpsum Investment, Minimum SIP Investment, AUM, and Exit Load. To begin with the Minimum Lumpsum Investment, it can be said that the lumpsum investment amount of both the schemes is different. The lumpsum investment amount in case of SBI Magnum Multicap Fund is INR 1,000 and in case of Principal Emerging Bluechip Fund is INR 5,000. Likewise, minimum lumpsum investment, even the minimum SIP investment amount is also different in both the schemes. The Minimum SIP Investment in case of Principal Emerging Business Fund is INR 2,000 while in case of SBI Magnum Multicap Fund is INR 500.
The fund manager managing Principal Emerging Bluechip Fund is Mr. Dimant Shah.
The Fund manager managing SBI Magnum Multicap Fund is Mr. Anup Upadhyay.
The table given below summarizes the comparison of both the schemes for this section.
Parameters Other Details Min SIP Investment Min Investment Fund Manager Mirae Asset Emerging Bluechip Fund
Growth
Fund Details ₹0 ₹5,000 Neelesh Surana - 16.07 Yr. SBI Magnum Multicap Fund
Growth
Fund Details ₹500 ₹1,000 Anup Upadhyay - 1.67 Yr.
Growth of 10k Investments over the years
Mirae Asset Emerging Bluechip Fund
Growth
Fund Details Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,369 31 Jul 23 ₹12,017 31 Jul 24 ₹16,792 31 Jul 25 ₹16,356 31 Jul 26 ₹17,389 SBI Magnum Multicap Fund
Growth
Fund Details Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,459 31 Jul 23 ₹12,127 31 Jul 24 ₹15,711 31 Jul 25 ₹15,202 31 Jul 26 ₹15,319
Detailed Assets & Holdings Comparison
Mirae Asset Emerging Bluechip Fund
Growth
Fund Details Asset Allocation
Asset Class Value Cash 1.03% Equity 98.94% Debt 0.03% Other 0% Equity Sector Allocation
Sector Value Financial Services 31.45% Consumer Cyclical 13.93% Health Care 12.8% Industrials 11.39% Basic Materials 7.83% Technology 5.26% Energy 4.65% Communication Services 4.13% Utility 3.3% Real Estate 2.18% Consumer Defensive 2.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK7% ₹2,947 Cr 36,929,914
↑ 500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK4% ₹1,689 Cr 12,284,006 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE3% ₹1,427 Cr 11,028,161
↑ 1,975,610 Laurus Labs Ltd (Healthcare)
Equity, Since 30 Jun 25 | 5402223% ₹1,407 Cr 9,274,006
↓ -60,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN3% ₹1,365 Cr 13,290,164 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322153% ₹1,271 Cr 9,444,697
↓ -338,240 Tata Communications Ltd (Communication Services)
Equity, Since 31 Aug 22 | TATACOMM2% ₹1,011 Cr 5,128,481 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jul 22 | POLICYBZR2% ₹959 Cr 5,891,454
↑ 353,836 Delhivery Ltd (Industrials)
Equity, Since 30 Nov 22 | DELHIVERY2% ₹932 Cr 19,749,579
↓ -879,960 Lupin Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5002572% ₹892 Cr 3,689,111 SBI Magnum Multicap Fund
Growth
Fund Details Asset Allocation
Asset Class Value Cash 2.09% Equity 97.78% Debt 0.13% Equity Sector Allocation
Sector Value Financial Services 32.75% Industrials 14.73% Consumer Cyclical 14.51% Health Care 11.03% Basic Materials 7.59% Technology 4.92% Energy 4.23% Utility 3.08% Consumer Defensive 2.94% Communication Services 2% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK7% ₹1,511 Cr 10,985,955
↑ 1,194,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5322155% ₹1,051 Cr 7,807,500 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK4% ₹1,017 Cr 12,749,960 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT4% ₹920 Cr 2,219,697 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Mar 26 | 5329773% ₹741 Cr 762,658 JSW Infrastructure Ltd (Industrials)
Equity, Since 30 Jun 26 | JSWINFRA3% ₹672 Cr 20,856,937
↑ 20,856,937 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Apr 26 | AUROPHARMA3% ₹633 Cr 4,007,877 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | EICHERMOT2% ₹538 Cr 761,000
↑ 184,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 May 26 | VBL2% ₹535 Cr 10,540,248
↑ 5,790,248 State Bank of India (Financial Services)
Equity, Since 31 Mar 26 | SBIN2% ₹513 Cr 4,992,425
Thus, to conclude, it can be said that the both Principal Emerging Bluechip Fund and SBI Magnum Multicap Fund both are different. However, people should be very cautious while choosing any investment scheme. They should check whether the fund’s approach is matching their objectives. They should also understand the modalities of the scheme completely. If required, individuals can also consult a financial advisor if required. This will ensure that people meet their objectives on time and in a hassle-free manner.
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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