What factors should I consider when comparing AXIS ELSS Tax Saver Fund - Direct (G) vs HDFC Small Cap Fund - Direct (G)?

When comparing AXIS ELSS Tax Saver Fund - Direct (G) vs HDFC Small Cap Fund - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.

Can I invest in AXIS ELSS Tax Saver Fund - Direct (G) and HDFC Small Cap Fund - Direct (G) simultaneously?

Yes, you can invest in both AXIS ELSS Tax Saver Fund - Direct (G) and HDFC Small Cap Fund - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.

What does the portfolio turnover ratio tell us when comparing AXIS ELSS Tax Saver Fund - Direct (G) and HDFC Small Cap Fund - Direct (G)?

While comparing AXIS ELSS Tax Saver Fund - Direct (G) and HDFC Small Cap Fund - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.

Can I switch between AXIS ELSS Tax Saver Fund - Direct (G) and HDFC Small Cap Fund - Direct (G) if needed?

Yes, you can typically switch between AXIS ELSS Tax Saver Fund - Direct (G) and HDFC Small Cap Fund - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.

Can I compare AXIS ELSS Tax Saver Fund - Direct (G) and HDFC Small Cap Fund - Direct (G) based on their dividend payout?

Yes, you can compare AXIS ELSS Tax Saver Fund - Direct (G) and HDFC Small Cap Fund - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

Compare AXIS ELSS Tax Saver Fund - Direct (G) vs HDFC Small Cap Fund - Direct (G) Online

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AXIS ELSS Tax Saver Fund - Direct (G) vs HDFC Small Cap Fund - Direct (G)

AXIS ELSS Tax Saver Fund - Direct (G)

0.56%

HDFC Small Cap Fund - Direct (G)

-1.13%

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About Fund

Custodian

Registrar

Custodian

HDFC Bank Limited & Citibank N.A

Registrar

Computer Age Management Services Pvt. Ltd.

Fund Details

Risk

Very High Risk

Min SIP Amount

500

Fund Size

31869.32

Expense Ratio

2.44

NAV

109.3376

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

40416.80

Expense Ratio

1.79

NAV

159.125

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

500

Fund Size

31869.32

Expense Ratio

2.44

NAV

109.3376

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

40416.80

Expense Ratio

1.79

NAV

159.125

Launch Date

January 1, 2013

Exit Load

8.04 %

11.33 %

0.56 %

15.67 %

13.01 %

-1.13 %

Fund Manager

Jinesh Gopani

Qualification

M.M.S in Finance from Mumbai University

Experience

He has total experience of 13 years in the capital markets of which 4 years are in equity fund management. Previous experience includes Birla Sun Life Mutual Fund and Voyager Capital.

Fund Manager

Shreyash Devalkar

Qualification

Bachelor in Chemical Engineering & Masters in Management Studies

Experience

Assignments held during last 10 years - Axis Asset Management Company Ltd. - Fund Manager. Period From - To November 16, 2016 - till date - BNP Paribas Asset Management India Pvt. Ltd. - Fund Manager Period From - To January 17, 2011 TO November 15, 2016. - IDFC Asset Management Company Ltd. - Vice President - Research Period From - To July 24, 2008 to January 14, 2011. - IDFC Securities Ltd. - Research Analyst Period From - To September 07, 2005 to July 23, 2008.

Fund Manager

Chirag Setalvad

Qualification

B.Sc., in Business Administration from University of North Carolina.

Experience

Collectively over 22 years of experience, of which over 11 years in Fund Management and Equity Research and 3 years in investment banking. His previous employment was with new Vernon Advisory Services Pvt Ltd (Oct 2004 to - February 2007), HDFC AMC (July 2000 to August 2004) and ING Barings N.V (Sep 1996 to June 2000)

Fund Manager

Jayesh Gandhi

Qualification

Mr. Jayesh Gandhi is a Chartered Accountant and also done CFA as well as Master of International Management

Experience

Fund Manager with a total experience of over 17 years,Prior to joining Birla Sun Life, he has also worked for 7 years with Morgan Stanley.

AXIS ELSS Tax Saver Fund - Direct (G) vs HDFC Small Cap Fund - Direct (G)

AXIS ELSS Tax Saver Fund - Direct (G)

0.56%

HDFC Small Cap Fund - Direct (G)

-1.13%

About Fund

Fund Details

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