What factors should I consider when comparing DSP ELSS Tax Saver Fund - Direct (G) vs Helios Flexi Cap Fund - Direct (G)?

When comparing DSP ELSS Tax Saver Fund - Direct (G) vs Helios Flexi 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 DSP ELSS Tax Saver Fund - Direct (G) and Helios Flexi Cap Fund - Direct (G) simultaneously?

Yes, you can invest in both DSP ELSS Tax Saver Fund - Direct (G) and Helios Flexi 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 DSP ELSS Tax Saver Fund - Direct (G) and Helios Flexi Cap Fund - Direct (G)?

While comparing DSP ELSS Tax Saver Fund - Direct (G) and Helios Flexi 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 DSP ELSS Tax Saver Fund - Direct (G) and Helios Flexi Cap Fund - Direct (G) if needed?

Yes, you can typically switch between DSP ELSS Tax Saver Fund - Direct (G) and Helios Flexi 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 DSP ELSS Tax Saver Fund - Direct (G) and Helios Flexi Cap Fund - Direct (G) based on their dividend payout?

Yes, you can compare DSP ELSS Tax Saver Fund - Direct (G) and Helios Flexi 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 DSP ELSS Tax Saver Fund - Direct (G) vs Helios Flexi Cap Fund - Direct (G) Online

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DSP ELSS Tax Saver Fund - Direct (G) vs Helios Flexi Cap Fund - Direct (G)

DSP ELSS Tax Saver Fund - Direct (G)

0.21%

Helios Flexi Cap Fund - Direct (G)

7.29%

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About Fund

Custodian

Citibank N.A.

Registrar

Computer Age Management Services (P) Ltd.

Custodian

Registrar

Fund Details

Risk

Very High Risk

Min SIP Amount

500

Fund Size

16562.43

Expense Ratio

0.81

NAV

154.94

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

7577.33

Expense Ratio

NAV

15.82

Launch Date

October 23, 2023

Exit Load

Risk

Very High Risk

Min SIP Amount

500

Fund Size

16562.43

Expense Ratio

0.81

NAV

154.94

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

7577.33

Expense Ratio

NAV

15.82

Launch Date

October 23, 2023

Exit Load

13.61 %

15.06 %

0.21 %

7.29 %

Fund Manager

Apoorva Shah

Qualification

B.Com., PGDM (IIM Ahmedabad) Post graduate diploma in management from the indian institute of management.

Experience

He joined DSP BlackRock Investment Managers Pvt. Ltd. (previously called DSP Merrill Lynch Fund Managers) in April 2006. He previously held senior positions in the Global Private Client and Institutional Equity Sales divisions of DSP Merrill Lynch Ltd. Over 25 years of experience in banking and investment,

Fund Manager

Rohit Singhania

Qualification

B.Com. MMS

Experience

Over 18 years of experience as detailed under: From September, 2005 to present: Joined as Portfolio Analyst in firm's PMS division. Transferred to Equities Investment team in June 2009 as Research Analyst. Previously, he was with HDFC Securities Limited as a part of its Institutional Equities Research Desk. He spent 13 months at HDFC Securities as Sr. Equity Analyst. Prior to HDFC securities, he was employed with IL&FS Investmart Limited as Equity Analyst.

Fund Manager

Alok Bahi

Qualification

Undergraduate degree in Commerce from Punjab University, Chandigarh, Post Graduate Diploma in Financial Management from K.C. College of Management Post Graduate Certificate in Business Management from XLRI Jamshedpur.

Experience

Over 32 years of experience: Mr. Alok has been associated with Helios Group since 2005. Prior to joining Helios Capital Asset Management (India) Private Limited in April 2023 as CIO, he was a senior member of the investments team at Helios Capital Management Pte. Ltd., Sin-gapore for 18 years. Prior to joining Helios Group, Alok worked in India with various sell side firms in sales for over 14 years.

DSP ELSS Tax Saver Fund - Direct (G) vs Helios Flexi Cap Fund - Direct (G)

DSP ELSS Tax Saver Fund - Direct (G)

0.21%

Helios Flexi Cap Fund - Direct (G)

7.29%

About Fund

Fund Details

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