Compare Kotak Equity Opportunities - Direct (G) vs SBI Equity Hybrid Fund - Direct (G) Online

Home

Mutual Funds

Compare Mutual Funds

Kotak Equity Opportunities - Direct (G) vs SBI Equity Hybrid Fund - Direct (G)

Kotak Equity Opportunities - Direct (G)

1.81%

SBI Equity Hybrid Fund - Direct (G)

12.2%

Graph not available

About Fund

Custodian

Deutsche Bank, AG Standard Chartered Bank

Registrar

Computer Age Management Services (P) 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

27046.44

Expense Ratio

2.02

NAV

384.647

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

1000

Fund Size

75639.24

Expense Ratio

1.72

NAV

331.2787

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

27046.44

Expense Ratio

2.02

NAV

384.647

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

1000

Fund Size

75639.24

Expense Ratio

1.72

NAV

331.2787

Launch Date

January 1, 2013

Exit Load

25.82 %

26.28 %

1.81 %

18.78 %

18.54 %

12.2 %

Fund Manager

Harsha Upadhyaya

Qualification

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

Experience

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.

Fund Manager

R Srinivasan

Qualification

M.Com., MFM from University of Bombay.

Experience

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

Get your FAQs right

When comparing Kotak Equity Opportunities - Direct (G) vs SBI Equity 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.

Yes, you can invest in both Kotak Equity Opportunities - Direct (G) and SBI Equity 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.

While comparing Kotak Equity Opportunities - Direct (G) and SBI Equity 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.

Yes, you can typically switch between Kotak Equity Opportunities - Direct (G) and SBI Equity 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.

Yes, you can compare Kotak Equity Opportunities - Direct (G) and SBI Equity 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.

Join the Future of Trading

with BlinkX