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

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

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

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

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

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

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

HDFC Small Cap Fund - Direct (G)

-1.13%

Kotak Small Cap Fund - Direct (G)

2.24%

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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

Very High Risk

Min SIP Amount

100

Fund Size

18690.79

Expense Ratio

2.02

NAV

316.03

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

Very High Risk

Min SIP Amount

100

Fund Size

18690.79

Expense Ratio

2.02

NAV

316.03

Launch Date

January 1, 2013

Exit Load

15.67 %

13.01 %

-1.13 %

13.89 %

13.45 %

2.24 %

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

Harish Bihani

Qualification

MBA in Finance

Experience

Prior to joining ICICI Prudential Mutual Fund, he has worked with SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.

Fund Manager

Pankaj Tibrewal

Qualification

B.Com., MFM from Manchester University.

Experience

He has over 5 years of experience in managing funds. Prior to joining Kotak Mahindra AMC, has been with Principal PNP Asset Management co p ltd as fund manager.

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

HDFC Small Cap Fund - Direct (G)

-1.13%

Kotak Small Cap Fund - Direct (G)

2.24%

About Fund

Fund Details

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