What factors should I consider when comparing AXIS Flexi Cap Fund - Direct (G) vs SBI Balanced Advantage Fund - Direct (G)?

When comparing AXIS Flexi Cap Fund - Direct (G) vs SBI Balanced Advantage 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 Flexi Cap Fund - Direct (G) and SBI Balanced Advantage Fund - Direct (G) simultaneously?

Yes, you can invest in both AXIS Flexi Cap Fund - Direct (G) and SBI Balanced Advantage 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 Flexi Cap Fund - Direct (G) and SBI Balanced Advantage Fund - Direct (G)?

While comparing AXIS Flexi Cap Fund - Direct (G) and SBI Balanced Advantage 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 Flexi Cap Fund - Direct (G) and SBI Balanced Advantage Fund - Direct (G) if needed?

Yes, you can typically switch between AXIS Flexi Cap Fund - Direct (G) and SBI Balanced Advantage 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 Flexi Cap Fund - Direct (G) and SBI Balanced Advantage Fund - Direct (G) based on their dividend payout?

Yes, you can compare AXIS Flexi Cap Fund - Direct (G) and SBI Balanced Advantage 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 Flexi Cap Fund - Direct (G) vs SBI Balanced Advantage Fund - Direct (G) Online

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AXIS Flexi Cap Fund - Direct (G) vs SBI Balanced Advantage Fund - Direct (G)

AXIS Flexi Cap Fund - Direct (G)

3.37%

SBI Balanced Advantage Fund - Direct (G)

4.48%

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About Fund

Custodian

Registrar

Custodian

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Registrar

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

Fund Details

Risk

Very High Risk

Min SIP Amount

100

Fund Size

13327.81

Expense Ratio

1.79

NAV

30.6

Launch Date

October 30, 2017

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

41512.85

Expense Ratio

NAV

16.6383

Launch Date

August 12, 2021

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

13327.81

Expense Ratio

1.79

NAV

30.6

Launch Date

October 30, 2017

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

41512.85

Expense Ratio

NAV

16.6383

Launch Date

August 12, 2021

Exit Load

10.71 %

13.79 %

3.37 %

10.84 %

4.48 %

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

Sachin Relekar

Qualification

MMS (Finance), B.E. Mechanical

Experience

Prior to joining LIC Mutual Fund he has worked with Tata AMC,Sundaram AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.

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

Dinesh Balachandran

Qualification

B.Tech (IIT-B) and M.S. (MIT,USA).

Experience

He has over 11 years of experience in the industry primarily as Research Analyst. Prior to joining SBIFM, He was Research Analyst with Fidelity Investment, USA for ten years.

Fund Manager

Gaurav Mehta

Qualification

PGBM, IIM Lucknow, B Tech., IIT Bombay, CFA Charter holder, CFA Institute, USA.

Experience

Prior to joining SBI Mutual Fund he has worked with Ambit Investment Advisor, Institutional equities at Ambit Capital & Edelweiss Capital.

AXIS Flexi Cap Fund - Direct (G) vs SBI Balanced Advantage Fund - Direct (G)

AXIS Flexi Cap Fund - Direct (G)

3.37%

SBI Balanced Advantage Fund - Direct (G)

4.48%

About Fund

Fund Details

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