What factors should I consider when comparing HDFC Mid Cap Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G)?

When comparing HDFC Mid Cap Fund - Direct (G) vs Tata 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.

Can I invest in HDFC Mid Cap Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G) simultaneously?

Yes, you can invest in both HDFC Mid Cap Fund - Direct (G) and Tata 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.

What does the portfolio turnover ratio tell us when comparing HDFC Mid Cap Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G)?

While comparing HDFC Mid Cap Fund - Direct (G) and Tata 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.

Can I switch between HDFC Mid Cap Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G) if needed?

Yes, you can typically switch between HDFC Mid Cap Fund - Direct (G) and Tata 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.

Can I compare HDFC Mid Cap Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G) based on their dividend payout?

Yes, you can compare HDFC Mid Cap Fund - Direct (G) and Tata 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.

Compare HDFC Mid Cap Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G) Online

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HDFC Mid Cap Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G)

HDFC Mid Cap Fund - Direct (G)

7.21%

Tata Balanced Advantage Fund - Direct (G)

4.66%

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About Fund

Custodian

HDFC Bank Limited & Citibank N.A

Registrar

Computer Age Management Services Pvt. Ltd.

Custodian

Deutsche Bank HDFC CitiBank N.A. Standard Chartered Bank

Registrar

CAMS Ltd. Karvy Computershare P Ltd MCS 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

Moderately High Risk

Min SIP Amount

5000

Fund Size

8834.19

Expense Ratio

1.77

NAV

23.6652

Launch Date

January 9, 2019

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

Moderately High Risk

Min SIP Amount

5000

Fund Size

8834.19

Expense Ratio

1.77

NAV

23.6652

Launch Date

January 9, 2019

Exit Load

20.37 %

19.5 %

7.21 %

10.39 %

9.83 %

4.66 %

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

Rahul Singh

Qualification

B.SC Economic Hons. and hold a PGDM FROM IIM-A.

Experience

Mr. Singh is a B.Sc Economic Hons.and holds a PGDM from IIM-A.Prior to joining LIC Nomura Mutual Fund , he has worked with BOI AXA Investment Managers(August 2009-August 2015) , ING Investment Management (May 2008- August 2009) Standard Chartered Bank (intern)( April 2007- May 2007) and Ashika Capital ( Jan 2004 - April 2006).

Fund Manager

RahulSingh

Qualification

B.Tech, PGDBM

Experience

From October 2018 to date with Tata Asset Management Ltd. He is Chief Investment Officer-Equities at Tata Asset Management Ltd and reporting to Chief Executive Officer & Managing Director. From July 2015 to October 2018 with Ampersand Capital Investment Advisors LLP as Managing Partner. From August 2010 to March 2015 with Standard Chartered Securities Ltd. as Managing Director Reporting to CEO. From August 2005 to June 2010 with Citigroup Global Markets as Senior Research Analyst Reporting to Head of Research.

HDFC Mid Cap Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G)

HDFC Mid Cap Fund - Direct (G)

7.21%

Tata Balanced Advantage Fund - Direct (G)

4.66%

About Fund

Fund Details

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