What factors should I consider when comparing Kotak Large & Midcap Fund - Direct (G) vs Sundaram Aggressive Hybrid Fund - Direct (G)?

When comparing Kotak Large & Midcap Fund - Direct (G) vs Sundaram Aggressive 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.

Can I invest in Kotak Large & Midcap Fund - Direct (G) and Sundaram Aggressive Hybrid Fund - Direct (G) simultaneously?

Yes, you can invest in both Kotak Large & Midcap Fund - Direct (G) and Sundaram Aggressive 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.

What does the portfolio turnover ratio tell us when comparing Kotak Large & Midcap Fund - Direct (G) and Sundaram Aggressive Hybrid Fund - Direct (G)?

While comparing Kotak Large & Midcap Fund - Direct (G) and Sundaram Aggressive 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.

Can I switch between Kotak Large & Midcap Fund - Direct (G) and Sundaram Aggressive Hybrid Fund - Direct (G) if needed?

Yes, you can typically switch between Kotak Large & Midcap Fund - Direct (G) and Sundaram Aggressive 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.

Can I compare Kotak Large & Midcap Fund - Direct (G) and Sundaram Aggressive Hybrid Fund - Direct (G) based on their dividend payout?

Yes, you can compare Kotak Large & Midcap Fund - Direct (G) and Sundaram Aggressive 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.

Compare Kotak Large & Midcap Fund - Direct (G) vs Sundaram Aggressive Hybrid Fund - Direct (G) Online

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Kotak Large & Midcap Fund - Direct (G) vs Sundaram Aggressive Hybrid Fund - Direct (G)

Kotak Large & Midcap Fund - Direct (G)

4.42%

Sundaram Aggressive Hybrid Fund - Direct (G)

-0.6%

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About Fund

Custodian

Deutsche Bank, AG Standard Chartered Bank

Registrar

Computer Age Management Services (P) Ltd.

Custodian

Standard Chartered Bank HDFC Bank

Registrar

Computer Age Management Services (P) Ltd.

Fund Details

Risk

Very High Risk

Min SIP Amount

100

Fund Size

31262.73

Expense Ratio

2.02

NAV

406.659

Launch Date

January 1, 2013

Exit Load

Risk

High Risk

Min SIP Amount

100

Fund Size

8940.52

Expense Ratio

2.05

NAV

183.7078

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

31262.73

Expense Ratio

2.02

NAV

406.659

Launch Date

January 1, 2013

Exit Load

Risk

High Risk

Min SIP Amount

100

Fund Size

8940.52

Expense Ratio

2.05

NAV

183.7078

Launch Date

January 1, 2013

Exit Load

15.35 %

15.28 %

4.42 %

10.33 %

9.91 %

-0.6 %

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

P V K Mohan

Qualification

B.Tech, PGDM from IIM, Bangalore

Experience

Over 16 Years of experience in indian equity markets, Prior assignments were with ICICI Prudential Asset Mgmt. Company Limited, DSP BlackRock Investment Managers Private Limited and IL&FS Mutual Fund

Fund Manager

Rahul Baijal

Qualification

B. E. Electronics & Communication, MBA

Experience

Jun 2012 - Jun 2016 Fund Manager/Vice-President Investments, Bharti-AXA Life Insurance Jun 2005 - Apr 2012 Director/Portfolio Manager/Investment, TVF Capital (erstwhile Voyager Capital)

Fund Manager

Ravi Gopalakrishnan

Qualification

MS (Fin), MBA

Experience

Has over 25 years of experience in research and asset management business. During his career, he has worked across many Asset Management Companies, including Canara Robeco AMC, Pramerica AMC, and Sun F&C AMC. He has managed several funds across Large Cap, Multi-cap and Mid cap Strategies. He has a very strong research background and has sound knowledge of the fund management business.

Fund Manager

S Bharath

Qualification

B.Com, MBA, ICWA

Experience

He has experience over 20 years in research and he is the dedicated fund manager for overseas securities. He joined Sundaram AMC in 2004.

Kotak Large & Midcap Fund - Direct (G) vs Sundaram Aggressive Hybrid Fund - Direct (G)

Kotak Large & Midcap Fund - Direct (G)

4.42%

Sundaram Aggressive Hybrid Fund - Direct (G)

-0.6%

About Fund

Fund Details

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