What factors should I consider when comparing Invesco India Smallcap Fund - Direct (G) vs SBI Gold Fund - Direct (G)?

When comparing Invesco India Smallcap Fund - Direct (G) vs SBI Gold 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 Invesco India Smallcap Fund - Direct (G) and SBI Gold Fund - Direct (G) simultaneously?

Yes, you can invest in both Invesco India Smallcap Fund - Direct (G) and SBI Gold 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 Invesco India Smallcap Fund - Direct (G) and SBI Gold Fund - Direct (G)?

While comparing Invesco India Smallcap Fund - Direct (G) and SBI Gold 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 Invesco India Smallcap Fund - Direct (G) and SBI Gold Fund - Direct (G) if needed?

Yes, you can typically switch between Invesco India Smallcap Fund - Direct (G) and SBI Gold 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 Invesco India Smallcap Fund - Direct (G) and SBI Gold Fund - Direct (G) based on their dividend payout?

Yes, you can compare Invesco India Smallcap Fund - Direct (G) and SBI Gold 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 Invesco India Smallcap Fund - Direct (G) vs SBI Gold Fund - Direct (G) Online

Home

Mutual Funds

Compare Mutual Funds

Invesco India Smallcap Fund - Direct (G) vs SBI Gold Fund - Direct (G)

Invesco India Smallcap Fund - Direct (G)

11.89%

SBI Gold Fund - Direct (G)

44.61%

Loading chart...

About Fund

Custodian

Deutsche Bank AG

Registrar

Computer Age Management Services Pvt. Ltd.

Custodian

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Registrar

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

Fund Details

Risk

Very High Risk

Min SIP Amount

100

Fund Size

13384.88

Expense Ratio

NAV

52.37

Launch Date

October 10, 2018

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

15294.33

Expense Ratio

0.42

NAV

43.1551

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

13384.88

Expense Ratio

NAV

52.37

Launch Date

October 10, 2018

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

15294.33

Expense Ratio

0.42

NAV

43.1551

Launch Date

January 1, 2013

Exit Load

20.25 %

23.78 %

11.89 %

23.56 %

32.57 %

44.61 %

Fund Manager

Taher Badshah

Qualification

B.E. in Electronice from the University of Mumbai. Masters in Management Studies (Finance) from the SP Jain Institute of Management, Mumbai.

Experience

January 10, 2017 - till date Invesco Asset Management (India) Pvt. Ltd. June 22, 2010 - December 9, 2016 Senior Vice President and Head of Equities - Motilal Oswal Asset Management Company Ltd. May 2007 - May 2010 Fund Manager - Kotak Investment Advisors Ltd. September 2005 - March 2007 Fund Manager - PMS - ICICI Prudential Asset Management Company Ltd.

Fund Manager

Raviprakash Sharma

Qualification

B.com., CA., CFA(USA)

Experience

Prior to joining SBI AMC he has worked with HDFC AMC, Citigroup Wealth Advisors India Pvt. Ltd, Kotak Securities, Times Investors Services Pvt. Ltd. and Birla Sun Life Securities.

Fund Manager

Viral Chhadva

Qualification

CFA Charter Holder from CFA Institute, USA, Master's in Financial Management (MFM) from Jamnalal Bajaj Institute of Management Studies (JBIMS)

Experience

Mr. Viral Chhadva (Equity Dealer) joined SBIFML in December 2020. He has over 17 years of experience in financial services sector. Prior to joining SBIFML, he was previously associated with IIFL Securities Limited (June 2008 till December 2020) and ICICI Securities Limited (June 2006 till June 2008) wherein he primarily handled execution of trades into Direct Market Access, Exchange Traded Funds and Derivatives.

Invesco India Smallcap Fund - Direct (G) vs SBI Gold Fund - Direct (G)

Invesco India Smallcap Fund - Direct (G)

11.89%

SBI Gold Fund - Direct (G)

44.61%

About Fund

Fund Details

Get your FAQs right