Compare HDFC Hybrid Equity Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G) Online

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HDFC Hybrid Equity Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G)

HDFC Hybrid Equity Fund - Direct (G)

8.43%

UTI-Nifty 50 Index Fund - Direct (G)

8.74%

Graph not available

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

23229.08

Expense Ratio

1.89

NAV

124.58

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

1000

Fund Size

21356.16

Expense Ratio

0.12

NAV

168.6415

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

23229.08

Expense Ratio

1.89

NAV

124.58

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

1000

Fund Size

21356.16

Expense Ratio

0.12

NAV

168.6415

Launch Date

January 1, 2013

Exit Load

20.32 %

14.02 %

8.43 %

20.88 %

13.52 %

8.74 %

Fund Manager

Chirag Setalvad

Qualification

B.Sc., in Business Administration from University of North Carolina.

Experience

Collectively over 22 years of experience, of which over 11 years in Fund Management and Equity Research and 3 years in investment banking. His previous employment was with new Vernon Advisory Services Pvt Ltd (Oct 2004 to - February 2007), HDFC AMC (July 2000 to August 2004) and ING Barings N.V (Sep 1996 to June 2000)

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

Kaushik Basu

Qualification

B.Com, ACMA B.Com(Hons), CAIIB (I), ICWA, LLB.

Experience

He has an overall experience of 26 years including 12 years in the domestic Equity Capital markets. He in his earlier days has worked in the areas of Accounts and Money Market of erstwhile Unit Trust of India. He has worked as Equity Dealer for UTI and UTI AMC for 4 years.

Fund Manager

Sharwan Kumar Goyal

Qualification

B.Com, MMS, CFA,

Experience

He began his career with UTI in June 2006 and has over 11 years of experience in Risk Management, Equity Research and Portfolio Analysis. Presently he is working as Fund Manager for Overseas Investments.

Get your FAQs right

When comparing HDFC Hybrid Equity Fund - Direct (G) vs UTI-Nifty 50 Index 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 Hybrid Equity Fund - Direct (G) and UTI-Nifty 50 Index 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 Hybrid Equity Fund - Direct (G) and UTI-Nifty 50 Index 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 Hybrid Equity Fund - Direct (G) and UTI-Nifty 50 Index 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 Hybrid Equity Fund - Direct (G) and UTI-Nifty 50 Index 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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