What factors should I consider when comparing Kotak Flexi Cap Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G)?

When comparing Kotak Flexi Cap Fund - Direct (G) vs UTI-Nifty 50 Index 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 Kotak Flexi Cap Fund - Direct (G) and UTI-Nifty 50 Index Fund - Direct (G) simultaneously?

Yes, you can invest in both Kotak Flexi Cap Fund - Direct (G) and UTI-Nifty 50 Index 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 Kotak Flexi Cap Fund - Direct (G) and UTI-Nifty 50 Index Fund - Direct (G)?

While comparing Kotak Flexi Cap Fund - Direct (G) and UTI-Nifty 50 Index 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 Kotak Flexi Cap Fund - Direct (G) and UTI-Nifty 50 Index Fund - Direct (G) if needed?

Yes, you can typically switch between Kotak Flexi Cap Fund - Direct (G) and UTI-Nifty 50 Index 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 Kotak Flexi Cap Fund - Direct (G) and UTI-Nifty 50 Index Fund - Direct (G) based on their dividend payout?

Yes, you can compare Kotak Flexi Cap Fund - Direct (G) and UTI-Nifty 50 Index 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 Kotak Flexi Cap Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G) Online

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Kotak Flexi Cap Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G)

Kotak Flexi Cap Fund - Direct (G)

0.93%

UTI-Nifty 50 Index Fund - Direct (G)

-2.46%

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About Fund

Custodian

Deutsche Bank, AG Standard Chartered Bank

Registrar

Computer Age Management Services (P) Ltd.

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

100

Fund Size

55850.29

Expense Ratio

2.02

NAV

96.158

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

1000

Fund Size

28685.14

Expense Ratio

0.12

NAV

168.7122

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

55850.29

Expense Ratio

2.02

NAV

96.158

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

1000

Fund Size

28685.14

Expense Ratio

0.12

NAV

168.7122

Launch Date

January 1, 2013

Exit Load

12.49 %

13.19 %

0.93 %

9.83 %

7.92 %

-2.46 %

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

Kaushik Basu

Qualification

B.Com, ACMA B.Com(Hons), CAIIB (I), ICWA, LLB.

Experience

He has an overall experience of 26 years including 12 years in the domestic Equity Capital markets. He in his earlier days has worked in the areas of Accounts and Money Market of erstwhile Unit Trust of India. He has worked as Equity Dealer for UTI and UTI AMC for 4 years.

Fund Manager

Sharwan Kumar Goyal

Qualification

B.Com, MMS, CFA,

Experience

He began his career with UTI in June 2006 and has over 11 years of experience in Risk Management, Equity Research and Portfolio Analysis. Presently he is working as Fund Manager for Overseas Investments.

Kotak Flexi Cap Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G)

Kotak Flexi Cap Fund - Direct (G)

0.93%

UTI-Nifty 50 Index Fund - Direct (G)

-2.46%

About Fund

Fund Details

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