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

When comparing AXIS Multicap 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 Multicap Fund - Direct (G) and SBI Balanced Advantage Fund - Direct (G) simultaneously?

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

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

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

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

Home

Mutual Funds

Compare Mutual Funds

AXIS Multicap Fund - Direct (G) vs SBI Balanced Advantage Fund - Direct (G)

AXIS Multicap Fund - Direct (G)

6.99%

SBI Balanced Advantage Fund - Direct (G)

4.48%

Loading chart...

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

10457.27

Expense Ratio

0.08

NAV

19.85

Launch Date

November 26, 2021

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

10457.27

Expense Ratio

0.08

NAV

19.85

Launch Date

November 26, 2021

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

19.98 %

6.99 %

10.84 %

4.48 %

Fund Manager

Anupam Tiwari

Qualification

Experience

Fund Manager - Axis Asset Management Company Ltd. (Sept. 23, 2016 till date) Principal PNB Asset Management Company Pvt. Ltd. (July 25, 2011 to Sept. 21, 2016) Reliance Life Insurance Ltd.( Sept. 22, 2010 to July 15, 2011) Reliance Capital Asset Management Company Ltd. (Mar. 21, 2005 to Sept. 21, 2010)

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 Multicap Fund - Direct (G) vs SBI Balanced Advantage Fund - Direct (G)

AXIS Multicap Fund - Direct (G)

6.99%

SBI Balanced Advantage Fund - Direct (G)

4.48%

About Fund

Fund Details

Get your FAQs right