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

When comparing HDFC Balanced Advantage Fund - Direct (G) vs UTI-Liquid 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-Liquid Fund - Direct (G) simultaneously?

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

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

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

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

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HDFC Balanced Advantage Fund - Direct (G) vs UTI-Liquid Fund - Direct (G)

HDFC Balanced Advantage Fund - Direct (G)

0%

UTI-Liquid Fund - Direct (G)

6.42%

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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

566.898

Launch Date

January 1, 2013

Exit Load

Risk

Moderate Risk

Min SIP Amount

100

Fund Size

30437.89

Expense Ratio

0.1

NAV

461.9921

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

106456.16

Expense Ratio

1.79

NAV

566.898

Launch Date

January 1, 2013

Exit Load

Risk

Moderate Risk

Min SIP Amount

100

Fund Size

30437.89

Expense Ratio

0.1

NAV

461.9921

Launch Date

January 1, 2013

Exit Load

15.21 %

13.23 %

0 %

6.27 %

6.98 %

6.42 %

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

Amandeep Chopra

Qualification

B.Sc., MBA (FMS Delhi).

Experience

Prior to joining UTI he has worked with Aaina Exports Ltd. as a production co-ordinator and at Stenay Ltd. as a Quality Control Inspector. He has been with UTI AMC since 1994 and has been responsible for increasing the asset value in some of the select funds.

Fund Manager

Amit Sharma

Qualification

B.Com, CA, FRM

Experience

Mr. Amit Sharma is Vice President & Fund Manager - Debt. He joined UTI in 2008. He has worked in Department of Fund Accounts. He has been associated with the Dept. of Fund Management for the past 4 years.

HDFC Balanced Advantage Fund - Direct (G) vs UTI-Liquid Fund - Direct (G)

HDFC Balanced Advantage Fund - Direct (G)

0%

UTI-Liquid Fund - Direct (G)

6.42%

About Fund

Fund Details

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