What factors should I consider when comparing Kotak Large & Midcap Fund - Direct (G) vs UTI-Large Cap Fund - Direct (G)?

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

Can I invest in Kotak Large & Midcap Fund - Direct (G) and UTI-Large Cap Fund - Direct (G) simultaneously?

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

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

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

Can I switch between Kotak Large & Midcap Fund - Direct (G) and UTI-Large Cap Fund - Direct (G) if needed?

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

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

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

Compare Kotak Large & Midcap Fund - Direct (G) vs UTI-Large Cap Fund - Direct (G) Online

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Kotak Large & Midcap Fund - Direct (G) vs UTI-Large Cap Fund - Direct (G)

Kotak Large & Midcap Fund - Direct (G)

4.42%

UTI-Large Cap Fund - Direct (G)

-2.51%

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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

31262.73

Expense Ratio

2.02

NAV

406.659

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

11975.72

Expense Ratio

1.03

NAV

291.2445

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

Very High Risk

Min SIP Amount

100

Fund Size

11975.72

Expense Ratio

1.03

NAV

291.2445

Launch Date

January 1, 2013

Exit Load

15.35 %

15.28 %

4.42 %

9.2 %

8.46 %

-2.51 %

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

Karthikraj Lakshmanan

Qualification

B.Com., University of Mumbai, PGDBM (From SPJIMR-Mumbai), ACA & Cleared CFA (US CFAI)

Experience

He has total work experience of around 17 years. Prior to joining UTI AMC in July 2022, he was working as a Senior Fund Manager, Equities with Baroda BNP Paribas Asset Management. He has worked with ICICI Bank, Goldman Sachs and ICICI Prudential AMC in the past.

Fund Manager

Swati Kulkarni

Qualification

B.Com. MFM (NMIMS), CAIIB-I, Certificate Examination of IIB for the Employees of UTI.

Experience

Prior to joining UTI Mutual Fund in 2004 she has worked with Reliance Industries Ltd.

Kotak Large & Midcap Fund - Direct (G) vs UTI-Large Cap Fund - Direct (G)

Kotak Large & Midcap Fund - Direct (G)

4.42%

UTI-Large Cap Fund - Direct (G)

-2.51%

About Fund

Fund Details

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