What factors should I consider when comparing HDFC Balanced Advantage Fund - Direct (G) vs UTI-Large Cap Fund - Direct (G)?

When comparing HDFC Balanced Advantage Fund - Direct (G) vs UTI-Large 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 HDFC Balanced Advantage Fund - Direct (G) and UTI-Large Cap Fund - Direct (G) simultaneously?

Yes, you can invest in both HDFC Balanced Advantage Fund - Direct (G) and UTI-Large 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 HDFC Balanced Advantage Fund - Direct (G) and UTI-Large Cap Fund - Direct (G)?

While comparing HDFC Balanced Advantage Fund - Direct (G) and UTI-Large 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 HDFC Balanced Advantage Fund - Direct (G) and UTI-Large Cap Fund - Direct (G) if needed?

Yes, you can typically switch between HDFC Balanced Advantage Fund - Direct (G) and UTI-Large 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 HDFC Balanced Advantage Fund - Direct (G) and UTI-Large Cap Fund - Direct (G) based on their dividend payout?

Yes, you can compare HDFC Balanced Advantage Fund - Direct (G) and UTI-Large 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 HDFC Balanced Advantage Fund - Direct (G) vs UTI-Large Cap Fund - Direct (G) Online

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HDFC Balanced Advantage Fund - Direct (G) vs UTI-Large Cap Fund - Direct (G)

HDFC Balanced Advantage Fund - Direct (G)

1.56%

UTI-Large Cap Fund - Direct (G)

-2.51%

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About Fund

Custodian

HDFC Bank Limited & Citibank N.A

Registrar

Computer Age Management Services Pvt. Ltd.

Custodian

Stock Holding Corporation of India Limited Citibank NA HDFC Bank Limited

Registrar

Computer Age Management Services Pvt Ltd.(CAMS) Datamatics Financial Software & services Limited Karvy Computershare Pvt. Ltd. UTI Technology Services Ltd.

Fund Details

Risk

Very High Risk

Min SIP Amount

100

Fund Size

106456.16

Expense Ratio

1.79

NAV

566.227

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

11975.72

Expense Ratio

1.03

NAV

291.2445

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

106456.16

Expense Ratio

1.79

NAV

566.227

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

11975.72

Expense Ratio

1.03

NAV

291.2445

Launch Date

January 1, 2013

Exit Load

15.54 %

13.32 %

1.56 %

9.2 %

8.46 %

-2.51 %

Fund Manager

Gopal Agrawal

Qualification

B.E & MBA.

Experience

He is having 11 Years of experience in Capital market. His last assignment was with HDFC Securities as an Equity Research Analyst. He has been with SBI AMC since November 2004.

Fund Manager

Prashant Jain

Qualification

B.Tech from IIT Kanpur, PGDM from IIM Bangalore, CFA - AIMR.

Experience

Mr. Jain is a B. Tech. from IIT Kanpur, PGDM from IIM, Bangalore and CFA from AIMR, USA.Prior to joining HDFC AMC he has worked with Zurich AMC and SBI Mutual Fund.

Fund Manager

Srinivas Rao Ravuri

Qualification

B.Com, MBA - Finance

Experience

Prior to joining HDFC Mutual Fund in 2004 he has worked with Motilal Oswal Securities Ltd., Edelweiss Capital Ltd. and Securities Capital Investments (I) Ltd.

Fund Manager

Karthikraj Lakshmanan

Qualification

B.Com., University of Mumbai, PGDBM (From SPJIMR-Mumbai), ACA & Cleared CFA (US CFAI)

Experience

He has total work experience of around 17 years. Prior to joining UTI AMC in July 2022, he was working as a Senior Fund Manager, Equities with Baroda BNP Paribas Asset Management. He has worked with ICICI Bank, Goldman Sachs and ICICI Prudential AMC in the past.

Fund Manager

Swati Kulkarni

Qualification

B.Com. MFM (NMIMS), CAIIB-I, Certificate Examination of IIB for the Employees of UTI.

Experience

Prior to joining UTI Mutual Fund in 2004 she has worked with Reliance Industries Ltd.

HDFC Balanced Advantage Fund - Direct (G) vs UTI-Large Cap Fund - Direct (G)

HDFC Balanced Advantage Fund - Direct (G)

1.56%

UTI-Large Cap Fund - Direct (G)

-2.51%

About Fund

Fund Details

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