Kotak Large Cap Fund - Direct (G) vs SBI Small Cap Fund - Direct (G)

Kotak Large Cap Fund - Direct (G) vs SBI Small Cap Fund - Direct (G)

stock1

Kotak Large Cap Fund - Direct (G)

0.77%

stock2

SBI Small Cap Fund - Direct (G)

-5.25%

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Graph not available

About Fund

Deutsche Bank, AG Standard Chartered Bank

Computer Age Management Services (P) Ltd.

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

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

Very High Risk

100

10515.75

2.02

646.725

January 1, 2013

0

Very High Risk

5000

35696.19

2.36

194.9548

July 27, 2009

0

20.77 %

17.31 %

0.77 %

28.97 %

19.41 %

-5.25 %

Harish Krishnan

CFA, PGDBM (IIM Kozhikode), B.Tech (Electronics & Communications)

Mr. Harish Krishnan has 14 years of experience spread over Equity Research and Fund Management. Prior to joining Kotak Mahindra Mutual Fund, he was based out of Singapore and Dubai, managing Kotak's offshore funds. He has also worked at Infosys Technologies Ltd in his earlier stint. He is a Bachelor of Technology (Electronics & Communications) from Government Engineering College, Trichur, a post Graduate in Management from Indian Institute of Management, Kozhikode and a Chartered Financial Analyst from the CFA Institute.

Harsha Upadhyaya

(B.E,Mechancial from Rec, suratkal. PGDM form IIM from Lucknow. CFA institute, USA.

Harsha began his career with Essar steel as an engineer and moved on to pursue higher studies. After completion of PGDM, he joined uti in 1996 and worked as an equity analyst tracking various sectors for over three years. Before his second stint with UTI Mutual Fund starting april 2006, harsha gained considerable experience on indian equity markets working as research analyst in local and foreign broking houses; he has also gained valuable experience in the areas of business analysis and finance working at Reliance Industries and Reliance energy.

Pradeep Kumar

Master of Management Studies ( Finance), Mumbai University.

He has over many year experience in Equity markets in various capacities including research analyst and fund manager.Prior to that he was in /Way2Wealth Securities Ltd. as senior analyst from May 2002 to Dec2002. He was also with first global finance ltd. as a research analyst from June 2002 to may 2002.

Rohit Tandon

B.E.(Mechanical) Punjab University, Chandigarh & PGDM(IIM Bangalore)

Mr. Rohit has over 19 years of experience in equity research and fund management. Prior to joining KMAMC he was the Head (Equities) at Reliance Nippon Life Insurance. Before that he has worked with Max Life Insurance as Senior Fund Manager (Equities) for 14 years. He has also worked as a sell-side analyst in Power, Infrastructure & Capital Goods sectors in JP Morgan India for 4 years.

David Pezarkar

B.A. ( Econ), M.M.S. (Finance, NMIMS)

Daiwa Asset Management India Pvt. Ltd.(Previously Shinsei Asset Management (India)Pvt.Ltd (october 2008 to July 2013) Bajaj Allianz Life Insurance Co. Ltd.(June 2007 to October 2008) SBI Funds Management Private Limited (July 2006 to June 2007) Way2Wealth Securities Pvt. Ltd.(March 2006 - June 2006) UTI Mutual Fund (June 1994 - Feb 2006). He completed a full circle of investment experience; working in various roles in equity research, Fund management and as a dealer during his 12 years with UTI Mutual Fund. He has over 19 years of rich experience in equity research, fund management dealing.

R Srinivasan

M.Com., MFM from University of Bombay.

Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

Vishal Mishra

B.Com, A.C.A.

Mr.Vishal Mishra has more than 10 years of experience in the areas of equity research and credit research. Presently he is associated with Daiwa Asset Managment p ltd for the past four years. His previous assignment was wth collins stewart india p ltd as Asst. Vice President Research. He was has also been associated with IL&FS investment Ltd, Crisil Ltd And Quantum Information Services Ltd.

Get your FAQs right

When comparing Kotak Large Cap Fund - Direct (G) vs SBI 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.
Yes, you can invest in both Kotak Large Cap Fund - Direct (G) and SBI 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.
While comparing Kotak Large Cap Fund - Direct (G) and SBI 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.
Yes, you can typically switch between Kotak Large Cap Fund - Direct (G) and SBI 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.
Yes, you can compare Kotak Large Cap Fund - Direct (G) and SBI 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.

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