What factors should I consider when comparing HDFC BSE Sensex Index Fund - Direct vs HSBC Small Cap Fund - Direct (G)?

When comparing HDFC BSE Sensex Index Fund - Direct vs HSBC Small 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 BSE Sensex Index Fund - Direct and HSBC Small Cap Fund - Direct (G) simultaneously?

Yes, you can invest in both HDFC BSE Sensex Index Fund - Direct and HSBC Small 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 BSE Sensex Index Fund - Direct and HSBC Small Cap Fund - Direct (G)?

While comparing HDFC BSE Sensex Index Fund - Direct and HSBC Small 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 BSE Sensex Index Fund - Direct and HSBC Small Cap Fund - Direct (G) if needed?

Yes, you can typically switch between HDFC BSE Sensex Index Fund - Direct and HSBC Small 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 BSE Sensex Index Fund - Direct and HSBC Small Cap Fund - Direct (G) based on their dividend payout?

Yes, you can compare HDFC BSE Sensex Index Fund - Direct and HSBC Small 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 BSE Sensex Index Fund - Direct vs HSBC Small Cap Fund - Direct (G) Online

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HDFC BSE Sensex Index Fund - Direct vs HSBC Small Cap Fund - Direct (G)

HDFC BSE Sensex Index Fund - Direct

-4.9%

HSBC Small Cap Fund - Direct (G)

5.39%

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About Fund

Custodian

HDFC Bank Limited & Citibank N.A

Registrar

Computer Age Management Services Pvt. Ltd.

Custodian

JP Morgan Chase Bank

Registrar

Computer Age Management Services (P) Ltd

Fund Details

Risk

Very High Risk

Min SIP Amount

100

Fund Size

8484.72

Expense Ratio

0.3

NAV

734.246

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

17830.20

Expense Ratio

NAV

96.1838

Launch Date

April 22, 2014

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

8484.72

Expense Ratio

0.3

NAV

734.246

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

17830.20

Expense Ratio

NAV

96.1838

Launch Date

April 22, 2014

Exit Load

8.91 %

6.04 %

-4.9 %

17.8 %

15.79 %

5.39 %

Fund Manager

Krishan Kumar Daga

Qualification

B.Com

Experience

Prior to joining HDFC AMC he has worked with Reliance Mutual Fund,Reliance Capital Ltd.,Deutsche Securities,B&K Securities,Brics Securities,JP Morgan Securities and HSBC Securities.

Fund Manager

Nandita Menezes

Qualification

CA (ICAI, INDIA), B.Com (University of Mumbai)

Experience

December 29, 2021 onwards HDFC Asset Management Company Limited April 26, 2020 - March 5, 2021 S.R. Batliboi & Co LLP Last Position Held: Executive - Assurance

Fund Manager

Nirman Morakhia

Qualification

M.B.A - Financial Markets (Institute of Technology and Management, Navi Mumbai) B.M.S (Mumbai University)

Experience

Collectively over 14 years of experience in equity dealing. March 15, 2018 till date HDFC Asset Management Company Limited November 19, 2007 - March 14, 2018: Mirae Asset Global Investment Management India Pvt. Ltd. Last Position held: Equity Dealer

Fund Manager

Vinay Kulkarni

Qualification

B.Tech (IIT-Mumbai), PGDM (IIM-Bangalore)

Experience

Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd.

Fund Manager

Soumendra Nath Lahiri

Qualification

B.E (Mechanical), PGDM - (IIM Bangalore)

Experience

Prior to joining L&T Mutual Fund he has worked with Canara Robeco AMC Co. Ltd., Emkay Investment Managers Ltd, Fortuna Capital, DSP Black Rock Investment Managers Pvt. Ltd.

Fund Manager

Venugopal Manghat

Qualification

MBA (Finance) BSC(Mathematics)

Experience

Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.

HDFC BSE Sensex Index Fund - Direct vs HSBC Small Cap Fund - Direct (G)

HDFC BSE Sensex Index Fund - Direct

-4.9%

HSBC Small Cap Fund - Direct (G)

5.39%

About Fund

Fund Details

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