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

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

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

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

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

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

Home

Mutual Funds

Compare Mutual Funds

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

HDFC BSE Sensex Index Fund - Direct

-4.9%

Kotak Small Cap Fund - Direct (G)

2.24%

Loading chart...

About Fund

Custodian

HDFC Bank Limited & Citibank N.A

Registrar

Computer Age Management Services Pvt. Ltd.

Custodian

Deutsche Bank, AG Standard Chartered 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

100

Fund Size

18690.79

Expense Ratio

2.02

NAV

316.03

Launch Date

January 1, 2013

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

100

Fund Size

18690.79

Expense Ratio

2.02

NAV

316.03

Launch Date

January 1, 2013

Exit Load

8.91 %

6.04 %

-4.9 %

13.89 %

13.45 %

2.24 %

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

Harish Bihani

Qualification

MBA in Finance

Experience

Prior to joining ICICI Prudential Mutual Fund, he has worked with SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.

Fund Manager

Pankaj Tibrewal

Qualification

B.Com., MFM from Manchester University.

Experience

He has over 5 years of experience in managing funds. Prior to joining Kotak Mahindra AMC, has been with Principal PNP Asset Management co p ltd as fund manager.

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

HDFC BSE Sensex Index Fund - Direct

-4.9%

Kotak Small Cap Fund - Direct (G)

2.24%

About Fund

Fund Details

Get your FAQs right