What factors should I consider when comparing Helios Flexi Cap Fund - Direct (G) vs Sundaram Aggressive Hybrid Fund - Direct (G)?

When comparing Helios Flexi Cap Fund - Direct (G) vs Sundaram Aggressive Hybrid 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 Helios Flexi Cap Fund - Direct (G) and Sundaram Aggressive Hybrid Fund - Direct (G) simultaneously?

Yes, you can invest in both Helios Flexi Cap Fund - Direct (G) and Sundaram Aggressive Hybrid 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 Helios Flexi Cap Fund - Direct (G) and Sundaram Aggressive Hybrid Fund - Direct (G)?

While comparing Helios Flexi Cap Fund - Direct (G) and Sundaram Aggressive Hybrid 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 Helios Flexi Cap Fund - Direct (G) and Sundaram Aggressive Hybrid Fund - Direct (G) if needed?

Yes, you can typically switch between Helios Flexi Cap Fund - Direct (G) and Sundaram Aggressive Hybrid 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 Helios Flexi Cap Fund - Direct (G) and Sundaram Aggressive Hybrid Fund - Direct (G) based on their dividend payout?

Yes, you can compare Helios Flexi Cap Fund - Direct (G) and Sundaram Aggressive Hybrid 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 Helios Flexi Cap Fund - Direct (G) vs Sundaram Aggressive Hybrid Fund - Direct (G) Online

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Helios Flexi Cap Fund - Direct (G) vs Sundaram Aggressive Hybrid Fund - Direct (G)

Helios Flexi Cap Fund - Direct (G)

7.29%

Sundaram Aggressive Hybrid Fund - Direct (G)

-0.6%

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About Fund

Custodian

Registrar

Custodian

Standard Chartered Bank HDFC Bank

Registrar

Computer Age Management Services (P) Ltd.

Fund Details

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

7577.33

Expense Ratio

NAV

15.82

Launch Date

October 23, 2023

Exit Load

Risk

High Risk

Min SIP Amount

100

Fund Size

8940.52

Expense Ratio

2.05

NAV

183.7078

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

7577.33

Expense Ratio

NAV

15.82

Launch Date

October 23, 2023

Exit Load

Risk

High Risk

Min SIP Amount

100

Fund Size

8940.52

Expense Ratio

2.05

NAV

183.7078

Launch Date

January 1, 2013

Exit Load

7.29 %

10.33 %

9.91 %

-0.6 %

Fund Manager

Alok Bahi

Qualification

Undergraduate degree in Commerce from Punjab University, Chandigarh, Post Graduate Diploma in Financial Management from K.C. College of Management Post Graduate Certificate in Business Management from XLRI Jamshedpur.

Experience

Over 32 years of experience: Mr. Alok has been associated with Helios Group since 2005. Prior to joining Helios Capital Asset Management (India) Private Limited in April 2023 as CIO, he was a senior member of the investments team at Helios Capital Management Pte. Ltd., Sin-gapore for 18 years. Prior to joining Helios Group, Alok worked in India with various sell side firms in sales for over 14 years.

Fund Manager

P V K Mohan

Qualification

B.Tech, PGDM from IIM, Bangalore

Experience

Over 16 Years of experience in indian equity markets, Prior assignments were with ICICI Prudential Asset Mgmt. Company Limited, DSP BlackRock Investment Managers Private Limited and IL&FS Mutual Fund

Fund Manager

Rahul Baijal

Qualification

B. E. Electronics & Communication, MBA

Experience

Jun 2012 - Jun 2016 Fund Manager/Vice-President Investments, Bharti-AXA Life Insurance Jun 2005 - Apr 2012 Director/Portfolio Manager/Investment, TVF Capital (erstwhile Voyager Capital)

Fund Manager

Ravi Gopalakrishnan

Qualification

MS (Fin), MBA

Experience

Has over 25 years of experience in research and asset management business. During his career, he has worked across many Asset Management Companies, including Canara Robeco AMC, Pramerica AMC, and Sun F&C AMC. He has managed several funds across Large Cap, Multi-cap and Mid cap Strategies. He has a very strong research background and has sound knowledge of the fund management business.

Fund Manager

S Bharath

Qualification

B.Com, MBA, ICWA

Experience

He has experience over 20 years in research and he is the dedicated fund manager for overseas securities. He joined Sundaram AMC in 2004.

Helios Flexi Cap Fund - Direct (G) vs Sundaram Aggressive Hybrid Fund - Direct (G)

Helios Flexi Cap Fund - Direct (G)

7.29%

Sundaram Aggressive Hybrid Fund - Direct (G)

-0.6%

About Fund

Fund Details

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