What factors should I consider when comparing AXIS Large & Mid Cap Fund - Direct (G) vs Kotak Small Cap Fund - Direct (G)?

When comparing AXIS Large & Mid Cap Fund - Direct (G) vs Kotak 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 Large & Mid Cap Fund - Direct (G) and Kotak Small Cap Fund - Direct (G) simultaneously?

Yes, you can invest in both AXIS Large & Mid Cap Fund - Direct (G) and Kotak 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 Large & Mid Cap Fund - Direct (G) and Kotak Small Cap Fund - Direct (G)?

While comparing AXIS Large & Mid Cap Fund - Direct (G) and Kotak 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 Large & Mid Cap Fund - Direct (G) and Kotak Small Cap Fund - Direct (G) if needed?

Yes, you can typically switch between AXIS Large & Mid Cap Fund - Direct (G) and Kotak 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 Large & Mid Cap Fund - Direct (G) and Kotak Small Cap Fund - Direct (G) based on their dividend payout?

Yes, you can compare AXIS Large & Mid Cap Fund - Direct (G) and Kotak 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 Large & Mid Cap Fund - Direct (G) vs Kotak Small Cap Fund - Direct (G) Online

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AXIS Large & Mid Cap Fund - Direct (G) vs Kotak Small Cap Fund - Direct (G)

AXIS Large & Mid Cap Fund - Direct (G)

4.64%

Kotak Small Cap Fund - Direct (G)

2.24%

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About Fund

Custodian

Registrar

Custodian

Deutsche Bank, AG Standard Chartered Bank

Registrar

Computer Age Management Services (P) Ltd.

Fund Details

Risk

Very High Risk

Min SIP Amount

100

Fund Size

16469.27

Expense Ratio

1.79

NAV

38.02

Launch Date

October 1, 2018

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

18690.79

Expense Ratio

2.02

NAV

316.03

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

16469.27

Expense Ratio

1.79

NAV

38.02

Launch Date

October 1, 2018

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

18690.79

Expense Ratio

2.02

NAV

316.03

Launch Date

January 1, 2013

Exit Load

13.5 %

15.8 %

4.64 %

13.89 %

13.45 %

2.24 %

Fund Manager

Hitesh Das

Qualification

PGDM, M.Tech, B.Tech

Experience

Equity Research Analyst - Barclays Securities India Pvt. Ltd. (January 2012 - June 2015) Equity Research Analyst - Credit Suisse Securities (India) Pvt. Ltd. (July 2011 - December 2012) Equity Research Analyst - Ebusinessware (India) Pvt. Ltd. (February 2011 - June 2011) Risk Analyst - Yes Bank (May 2010 - February 2011)

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

Krishnaa N

Qualification

Chartered Accountant and Bachelor of Commerce

Experience

Axis Asset Management Company Ltd [Fund Manager - (For Foreign Securities)] Period From - To March 01, 2024 till date Axis Asset Management Company Ltd (Junior Research Analyst - Equity) Period From - To May 12, 2021 - February 29, 2024 Price Waterhouse & Co LLP. Period From - April 22, 2019 - May 07, 2021

Fund Manager

Harish Bihani

Qualification

MBA in Finance

Experience

Prior to joining ICICI Prudential Mutual Fund, he has worked with SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.

Fund Manager

Pankaj Tibrewal

Qualification

B.Com., MFM from Manchester University.

Experience

He has over 5 years of experience in managing funds. Prior to joining Kotak Mahindra AMC, has been with Principal PNP Asset Management co p ltd as fund manager.

AXIS Large & Mid Cap Fund - Direct (G) vs Kotak Small Cap Fund - Direct (G)

AXIS Large & Mid Cap Fund - Direct (G)

4.64%

Kotak Small Cap Fund - Direct (G)

2.24%

About Fund

Fund Details

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