AXIS Small Cap Fund - Direct (G) vs SBI Dividend Yield Fund - Direct (G)

AXIS Small Cap Fund - Direct (G) vs SBI Dividend Yield Fund - Direct (G)

stock1

AXIS Small Cap Fund - Direct (G)

0.16%

stock2

SBI Dividend Yield Fund - Direct (G)

1.56%

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Graph not available

About Fund

-

-

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

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

Very High Risk

100

26007.72

0.22

110.55

November 11, 2013

0.5

Very High Risk

5000

8986.67

1.12

14.6039

February 20, 2023

0

17.93 %

16.67 %

0.16 %

-

12.94 %

1.56 %

Anupam Tiwari

CA

 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)

Ashish Naik

MBA from XLRI, Jamshedpur and B.E. from Mumbai University.

Equity Analyst - Axis Asset Management Company Ltd. (August 2009 to June 21, 2016) Business Analyst - Goldman Sachs India Securities Ltd. (April 2007 to July 2009) Software Engineer - Hexaware Technologies Ltd. (August 2003 to May 2005>

Jinesh Gopani

M.M.S in Finance from Mumbai University

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.

Pankaj Murarka

B.Com,ACA

He has Over 16 Years of experience in equity markets. Axis AMC as Fund Manager - Equity from November 2009 to till date. Before Joining to Axis he has worked in Amc like UTI Amc ,DSP Merrill Lynch Capital ,Motilal Oswal and Rare Enterprises.

Shreyash Devalkar

Bachelor in Chemical Engineering & Masters in Management Studies

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.

Tejas Sheth

PG Diploma in Managemaent.

Prior to joining Reliance Mutual Fund he has worked with Emkay Global Financial Services Ltd., Fortune Financial Pvt. Ltd. and Darashaw & Co. Pvt. Ltd.

Rohit Shimpi

B. Com, PGDBM, CFA Charterholder

Rohit Shimpi, Fund Manager, Portfolio Management Services (PMS) of SBI Funds Management Limited (SBIFML) has been transferred to Mutual Fund Department w.e.f. November 01, 2018 and is responsible for fund management and advisory services. Rohit joined SBIFML in 2006 as Equity Analyst. He had also been managing our Offshore Fund between March 2011 - October 2015. Rohit then moved to PMS division of SBIFML as Fund Manager in October 2015. Before joining SBIFML, he had worked with SGA News Ltd (Television 18 Group) as a Research Analyst for the firm's flagship financial news channel, CNBC TV18. Prior to that, he was a researcher with JP Morgan's offshore research centre. Rohit started his career as a management trainee with HDFC Standard Life Insurance.

Get your FAQs right

When comparing AXIS Small Cap Fund - Direct (G) vs SBI Dividend Yield 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.
Yes, you can invest in both AXIS Small Cap Fund - Direct (G) and SBI Dividend Yield 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.
While comparing AXIS Small Cap Fund - Direct (G) and SBI Dividend Yield 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.
Yes, you can typically switch between AXIS Small Cap Fund - Direct (G) and SBI Dividend Yield 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.
Yes, you can compare AXIS Small Cap Fund - Direct (G) and SBI Dividend Yield 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.

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