What factors should I consider when comparing HDFC Small Cap Fund - Direct (G) vs Kotak Low Duration Fund - Direct (G)?

When comparing HDFC Small Cap Fund - Direct (G) vs Kotak Low Duration 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 Small Cap Fund - Direct (G) and Kotak Low Duration Fund - Direct (G) simultaneously?

Yes, you can invest in both HDFC Small Cap Fund - Direct (G) and Kotak Low Duration 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 Small Cap Fund - Direct (G) and Kotak Low Duration Fund - Direct (G)?

While comparing HDFC Small Cap Fund - Direct (G) and Kotak Low Duration 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 Small Cap Fund - Direct (G) and Kotak Low Duration Fund - Direct (G) if needed?

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

Yes, you can compare HDFC Small Cap Fund - Direct (G) and Kotak Low Duration 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 Small Cap Fund - Direct (G) vs Kotak Low Duration Fund - Direct (G) Online

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HDFC Small Cap Fund - Direct (G) vs Kotak Low Duration Fund - Direct (G)

HDFC Small Cap Fund - Direct (G)

-1.13%

Kotak Low Duration Fund - Direct (G)

6.38%

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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

40416.80

Expense Ratio

1.79

NAV

159.125

Launch Date

January 1, 2013

Exit Load

Risk

Moderate Risk

Min SIP Amount

100

Fund Size

11882.89

Expense Ratio

0.53

NAV

3907.8483

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

40416.80

Expense Ratio

1.79

NAV

159.125

Launch Date

January 1, 2013

Exit Load

Risk

Moderate Risk

Min SIP Amount

100

Fund Size

11882.89

Expense Ratio

0.53

NAV

3907.8483

Launch Date

January 1, 2013

Exit Load

15.67 %

13.01 %

-1.13 %

6.72 %

7.56 %

6.38 %

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

Jayesh Gandhi

Qualification

Mr. Jayesh Gandhi is a Chartered Accountant and also done CFA as well as Master of International Management

Experience

Fund Manager with a total experience of over 17 years,Prior to joining Birla Sun Life, he has also worked for 7 years with Morgan Stanley.

Fund Manager

Deepak Agrawal

Qualification

Post Graduate in Commerce from Mumbai University, a Qualified Chartered account and a Company Secretary. Also Cleared AIMR CFA Level I

Experience

Started his career with the AMC in September 2000 and moved to Debt Fund Management Team as research analyst in September 2001 and performed the role of dealer from October 2004. Since November 2006, Mr. Agarwal was Fund Manager in the debt fund management team.

Fund Manager

Vikrant Mehta

Qualification

M.S,CFA.

Experience

He worked at NVS Brokerage Private limited (April 2003 - Dec 2006).Prior to this JM Morgan Stanley Fixed Income Securities Pvt Ltd (July 2000 - April 2003) and in Mata Securities India Pvt Ltd (Nov 1994 - July 2000).

HDFC Small Cap Fund - Direct (G) vs Kotak Low Duration Fund - Direct (G)

HDFC Small Cap Fund - Direct (G)

-1.13%

Kotak Low Duration Fund - Direct (G)

6.38%

About Fund

Fund Details

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