HDFC ELSS Tax Saver Fund - Direct (G) vs Kotak Balanced Advantage Fund - Direct (G)

HDFC ELSS Tax Saver Fund - Direct (G) vs Kotak Balanced Advantage Fund - Direct (G)

stock1

HDFC ELSS Tax Saver Fund - Direct (G)

14.06%

stock2

Kotak Balanced Advantage Fund - Direct (G)

11.85%

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Graph not available

About Fund

HDFC Bank Limited & Citibank N.A

Computer Age Management Services Pvt. Ltd.

Deutsche Bank, AG Standard Chartered Bank

Computer Age Management Services (P) Ltd.

Very High Risk

500

15555.71

1.84

1460.074

January 1, 2013

0

Very High Risk

100

16542.18

2.02

21.601

July 13, 2018

0

29.49 %

24.3 %

14.06 %

16.96 %

13.85 %

11.85 %

Amit Ganatra

M.Com., CA., CFA.,

Jan 2007 - till date Invesco Asset Management (India) Private Limited Jan 2006 - Dec 2006 Analyst - Equity - DBS Cholamandalam Asset Management Company Pvt. Ltd. Nov 2003 - Dec 2005 Sector Specialist - Equity Research - Fidelity Business Services India Pvt. Ltd. Apr 2003 - Oct 2003 Analyst - Centre For Monitoring Indian Economy - CMIE

Roshi Jain

Post Graduate Diploma in Management.CFA., ACA., CFA, PGDM, ACA

She is responsible for investment in foreign securities research (Since May 2005), identifying investment opportunities in capital goods, retail, textiles & transportation sector. Prior Goldman sachs, london (2004 - 2005) Responsible for equity Researched European building material stocks. - Goldman sachs, Singapore / HK (2002 - 2004). Responsible for equity research, researched Asian retail stocks. Wipro ltd. (1999 - 2000). Responsible for internal audit, Internal audit of processes & transactions. - S. R. Batliboi & Co. (1999). Responsible for statutory audit of corporate.

Vinay Kulkarni

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

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

Deepak Gupta

B.com., CA.,Cost Accountant(AIMR), CFA

Gupta has 4 years of experience in the mutual fund industry. He worked in the operations division of kotak amc for 2 years. Subsequently in April 2007 he moved to the equity fund management team as a research analyst.

Harish Krishnan

CFA, PGDBM (IIM Kozhikode), B.Tech (Electronics & Communications)

Mr. Harish Krishnan has 14 years of experience spread over Equity Research and Fund Management. Prior to joining Kotak Mahindra Mutual Fund, he was based out of Singapore and Dubai, managing Kotak's offshore funds. He has also worked at Infosys Technologies Ltd in his earlier stint. He is a Bachelor of Technology (Electronics & Communications) from Government Engineering College, Trichur, a post Graduate in Management from Indian Institute of Management, Kozhikode and a Chartered Financial Analyst from the CFA Institute.

Harsha Upadhyaya

(B.E,Mechancial from Rec, suratkal. PGDM form IIM from Lucknow. CFA institute, USA.

Harsha began his career with Essar steel as an engineer and moved on to pursue higher studies. After completion of PGDM, he joined uti in 1996 and worked as an equity analyst tracking various sectors for over three years. Before his second stint with UTI Mutual Fund starting april 2006, harsha gained considerable experience on indian equity markets working as research analyst in local and foreign broking houses; he has also gained valuable experience in the areas of business analysis and finance working at Reliance Industries and Reliance energy.

Rohit Tandon

B.E.(Mechanical) Punjab University, Chandigarh & PGDM(IIM Bangalore)

Mr. Rohit has over 19 years of experience in equity research and fund management. Prior to joining KMAMC he was the Head (Equities) at Reliance Nippon Life Insurance. Before that he has worked with Max Life Insurance as Senior Fund Manager (Equities) for 14 years. He has also worked as a sell-side analyst in Power, Infrastructure & Capital Goods sectors in JP Morgan India for 4 years.

Get your FAQs right

When comparing HDFC ELSS Tax Saver Fund - Direct (G) vs Kotak Balanced Advantage 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.
Yes, you can invest in both HDFC ELSS Tax Saver Fund - Direct (G) and Kotak Balanced Advantage 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.
While comparing HDFC ELSS Tax Saver Fund - Direct (G) and Kotak Balanced Advantage 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.
Yes, you can typically switch between HDFC ELSS Tax Saver Fund - Direct (G) and Kotak Balanced Advantage 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.
Yes, you can compare HDFC ELSS Tax Saver Fund - Direct (G) and Kotak Balanced Advantage 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.

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