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

When comparing Helios Flexi Cap Fund - Direct (G) vs UTI-Flexi 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 Helios Flexi Cap Fund - Direct (G) and UTI-Flexi Cap Fund - Direct (G) simultaneously?

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

While comparing Helios Flexi Cap Fund - Direct (G) and UTI-Flexi 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 Helios Flexi Cap Fund - Direct (G) and UTI-Flexi Cap Fund - Direct (G) if needed?

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

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

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Helios Flexi Cap Fund - Direct (G) vs UTI-Flexi Cap Fund - Direct (G)

Helios Flexi Cap Fund - Direct (G)

7.29%

UTI-Flexi Cap Fund - Direct (G)

-1.01%

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About Fund

Custodian

Registrar

Custodian

Stock Holding Corporation of India Limited Citibank NA HDFC Bank Limited

Registrar

Computer Age Management Services Pvt Ltd.(CAMS) Datamatics Financial Software & services Limited Karvy Computershare Pvt. Ltd. UTI Technology Services 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

Very High Risk

Min SIP Amount

5000

Fund Size

22881.63

Expense Ratio

1.03

NAV

347.7652

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

Very High Risk

Min SIP Amount

5000

Fund Size

22881.63

Expense Ratio

1.03

NAV

347.7652

Launch Date

January 1, 2013

Exit Load

7.29 %

6.79 %

9.07 %

-1.01 %

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

Ajay Tyagi

Qualification

CFA,Master in Finance

Experience

Tyagi has done CFA Charter holder from The CFA Institute USA and Master in Finance from Delhi University. He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Fund division.

Fund Manager

Anoop Bhaskar

Qualification

B.Com., MBA (Finance).

Experience

Prior to joining IDFC AMC, he was associated with UTI AMC (Apr 2007-Jan 2016), Sundaram AMC (Aug 2003-Mar 2007), Franklin Templeton AMC, Shriram Financial Services Ltd, Brisk Financial Services and Cross Borders Finance & Projects.

Helios Flexi Cap Fund - Direct (G) vs UTI-Flexi Cap Fund - Direct (G)

Helios Flexi Cap Fund - Direct (G)

7.29%

UTI-Flexi Cap Fund - Direct (G)

-1.01%

About Fund

Fund Details

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