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Fincash » Principal Emerging Bluechip Vs SBI Magnum Multicap Fund

Principal Emerging Bluechip Fund Vs SBI Magnum Multicap Fund

Updated on November 13, 2019 , 96 views

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
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)
SBI Magnum Multicap Fund
Growth
Fund Details
₹50.8389 ↑ 0.23   (0.45 %)
₹8,073 on 30 Sep 19
29 Sep 05
Equity
Multi Cap
9
Moderately High
2.5
0.52
0.12
5.98
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
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%
SBI Magnum Multicap Fund
Growth
Fund Details
3.1%
8%
8.3%
14%
12.9%
11.4%
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 Performance2018
2017
2016
2015
2014
Principal Emerging Bluechip Fund
Growth
Fund Details
-11%
49.1%
11.2%
6%
80.2%
SBI Magnum Multicap Fund
Growth
Fund Details
-5.5%
37%
5.8%
9.8%
56%

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 DetailsMin SIP Investment
Min Investment
Fund Manager
Principal Emerging Bluechip Fund
Growth
Fund Details
₹500
₹5,000
Ravi Gopalakrishnan - 0.06 Yr.
SBI Magnum Multicap Fund
Growth
Fund Details
₹500
₹1,000
Anup Upadhyay - 2.24 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.
SBI Magnum Multicap Fund
Growth
Fund Details
DateValue
31 Oct 14₹10,000
31 Oct 15₹11,359
31 Oct 16₹13,349
31 Oct 17₹16,217
31 Oct 18₹15,022
31 Oct 19₹17,587

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
SBI Magnum Multicap Fund
Growth
Fund Details
Asset ClassValue
Cash2.41%
Equity97.59%
Equity Sector Allocation
SectorValue
Financial Services33.3%
Industrials11.15%
Basic Materials10.2%
Consumer Cyclical9.63%
Technology9.09%
Consumer Defensive6.4%
Utility6.36%
Energy4.76%
Health Care3.45%
Communication Services1.91%
Real Estate0.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK
9%₹722 Cr5,878,212
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
7%₹559 Cr6,943,712
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK
6%₹477 Cr11,004,935
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
5%₹365 Cr2,222,074
↑ 308,600
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
4%₹298 Cr4,356,549
↑ 677,700
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹282 Cr1,911,000
Gujarat State Petronet Ltd (Utilities)
Equity, Since 30 Nov 17 | 532702
3%₹241 Cr11,107,079
State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN
3%₹235 Cr8,693,600
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 13 | MARUTI
3%₹227 Cr337,810
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 18 | 500547
3%₹224 Cr4,758,957

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.

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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