+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 ₹157.669 ↑ 0.75 (0.48 %) ₹42,981 on 31 Oct 25 9 Jul 10 Equity Large & Mid Cap Moderately High 1.16 0.14 -0.66 0.98 Not Available 0-1 Years (1%),1 Years and above(NIL) SBI Magnum Multicap Fund
Growth
Fund Details ₹112.353 ↓ -0.04 (-0.03 %) ₹23,168 on 31 Oct 25 29 Sep 05 ☆☆☆☆ Equity Multi Cap 9 Moderately High 1.67 -0.12 -0.9 -1.42 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 0.9% 5.8% 7.3% 4.8% 16.3% 18.3% 19.6% SBI Magnum Multicap Fund
Growth
Fund Details 0.9% 4% 6.5% 2.3% 12.7% 14.9% 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 15.6% 29.3% -1.4% 39.1% 22.4% SBI Magnum Multicap Fund
Growth
Fund Details 14.2% 22.8% 0.7% 30.8% 13.6%
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 - 15.33 Yr. SBI Magnum Multicap Fund
Growth
Fund Details ₹500 ₹1,000 Anup Upadhyay - 0.92 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 30 Nov 20 ₹10,000 30 Nov 21 ₹14,431 30 Nov 22 ₹14,982 30 Nov 23 ₹17,576 30 Nov 24 ₹22,049 30 Nov 25 ₹23,752 SBI Magnum Multicap Fund
Growth
Fund Details Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹13,710 30 Nov 22 ₹14,428 30 Nov 23 ₹16,315 30 Nov 24 ₹19,860 30 Nov 25 ₹20,844
Detailed Assets & Holdings Comparison
Mirae Asset Emerging Bluechip Fund
Growth
Fund Details Asset Allocation
Asset Class Value Cash 0.97% Equity 99.03% Other 0% Equity Sector Allocation
Sector Value Financial Services 29.28% Consumer Cyclical 15.75% Health Care 10.57% Industrials 9.8% Technology 8.39% Basic Materials 6.51% Consumer Defensive 4.81% Communication Services 4.04% Utility 3.29% Energy 3.24% Real Estate 2.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | HDFCBANK6% ₹2,640 Cr 26,738,179
↑ 460,710 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322154% ₹1,729 Cr 14,027,395 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | ICICIBANK3% ₹1,360 Cr 10,110,399
↑ 1,326,080 State Bank of India (Financial Services)
Equity, Since 30 Apr 18 | SBIN3% ₹1,293 Cr 13,796,896
↓ -1,200,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | ITC3% ₹1,236 Cr 29,400,154 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT2% ₹1,069 Cr 2,651,527
↓ -55,410 Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY2% ₹1,036 Cr 6,991,754 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 19 | TCS2% ₹1,031 Cr 3,370,549
↑ 559,199 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE2% ₹971 Cr 6,530,439 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 18 | MARUTI2% ₹925 Cr 571,719
↓ -51,713 SBI Magnum Multicap Fund
Growth
Fund Details Asset Allocation
Asset Class Value Cash 4.33% Equity 95.67% Equity Sector Allocation
Sector Value Financial Services 37.38% Basic Materials 13.72% Consumer Cyclical 12.5% Industrials 12.37% Technology 6.11% Communication Services 5.6% Energy 5.09% Health Care 1.9% Consumer Defensive 1% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK8% ₹1,854 Cr 18,779,308 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK7% ₹1,540 Cr 11,444,355 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE5% ₹1,179 Cr 7,934,540 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK5% ₹1,078 Cr 5,129,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT5% ₹1,046 Cr 2,596,034 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | MARUTI4% ₹976 Cr 603,058 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL4% ₹918 Cr 4,470,500 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000344% ₹857 Cr 8,215,850 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | EICHERMOT3% ₹685 Cr 977,000 Tata Steel Ltd (Basic Materials)
Equity, Since 31 May 25 | TATASTEEL3% ₹666 Cr 36,400,000
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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