What factors should I consider when comparing HDFC Mid Cap Fund - Direct (G) vs SBI Multi Asset Allocation Fund - Direct (G)?

When comparing HDFC Mid Cap Fund - Direct (G) vs SBI Multi Asset Allocation 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 Mid Cap Fund - Direct (G) and SBI Multi Asset Allocation Fund - Direct (G) simultaneously?

Yes, you can invest in both HDFC Mid Cap Fund - Direct (G) and SBI Multi Asset Allocation 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 Mid Cap Fund - Direct (G) and SBI Multi Asset Allocation Fund - Direct (G)?

While comparing HDFC Mid Cap Fund - Direct (G) and SBI Multi Asset Allocation 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 Mid Cap Fund - Direct (G) and SBI Multi Asset Allocation Fund - Direct (G) if needed?

Yes, you can typically switch between HDFC Mid Cap Fund - Direct (G) and SBI Multi Asset Allocation 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 Mid Cap Fund - Direct (G) and SBI Multi Asset Allocation Fund - Direct (G) based on their dividend payout?

Yes, you can compare HDFC Mid Cap Fund - Direct (G) and SBI Multi Asset Allocation 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 Mid Cap Fund - Direct (G) vs SBI Multi Asset Allocation Fund - Direct (G) Online

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HDFC Mid Cap Fund - Direct (G) vs SBI Multi Asset Allocation Fund - Direct (G)

HDFC Mid Cap Fund - Direct (G)

7.21%

SBI Multi Asset Allocation Fund - Direct (G)

12.28%

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About Fund

Custodian

HDFC Bank Limited & Citibank N.A

Registrar

Computer Age Management Services Pvt. Ltd.

Custodian

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Registrar

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

Fund Details

Risk

Very High Risk

Min SIP Amount

100

Fund Size

100858.31

Expense Ratio

0.25

NAV

230.927

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

19851.16

Expense Ratio

1.12

NAV

74.1282

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

100858.31

Expense Ratio

0.25

NAV

230.927

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

19851.16

Expense Ratio

1.12

NAV

74.1282

Launch Date

January 1, 2013

Exit Load

20.37 %

19.5 %

7.21 %

14.18 %

16.19 %

12.28 %

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

Dinesh Balachandran

Qualification

B.Tech (IIT-B) and M.S. (MIT,USA).

Experience

He has over 11 years of experience in the industry primarily as Research Analyst. Prior to joining SBIFM, He was Research Analyst with Fidelity Investment, USA for ten years.

Fund Manager

Gaurav Mehta

Qualification

PGBM, IIM Lucknow, B Tech., IIT Bombay, CFA Charter holder, CFA Institute, USA.

Experience

Prior to joining SBI Mutual Fund he has worked with Ambit Investment Advisor, Institutional equities at Ambit Capital & Edelweiss Capital.

Fund Manager

Ruchit Mehta

Qualification

B.Com, MSc Finance, CFA Charter holder.

Experience

Ruchit has over 14 years of experience in the industry primarily as a research analyst. Past Experiences: April 2010 - till date: Chief Manager Investments (Research) with SBI Funds Management Pvt. Ltd. May 2006 - March 2010: AVP & Assistant Fund Manager, HSBC Asset Management Pvt. Ltd. _ July 2004 - May 2006: Analyst, ASK Raymond James & Associates Pvt. Ltd. _ Feb 2004 - July 2004: Associate, Prabhudas Lilladher Pvt. Ltd.

HDFC Mid Cap Fund - Direct (G) vs SBI Multi Asset Allocation Fund - Direct (G)

HDFC Mid Cap Fund - Direct (G)

7.21%

SBI Multi Asset Allocation Fund - Direct (G)

12.28%

About Fund

Fund Details

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