Kotak Low Duration Fund - Direct (G) vs Tata Large & Mid Cap Fund - Direct (G)

Kotak Low Duration Fund - Direct (G) vs Tata Large & Mid Cap Fund - Direct (G)

stock1

Kotak Low Duration Fund - Direct (G)

8.75%

stock2

Tata Large & Mid Cap Fund - Direct (G)

3.15%

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About Fund

Deutsche Bank, AG Standard Chartered Bank

Computer Age Management Services (P) Ltd.

Deutsche Bank HDFC CitiBank N.A. Standard Chartered Bank

CAMS Ltd. Karvy Computershare P Ltd MCS Ltd.

Moderate Risk

100

12903.84

0.53

3649.7595

January 1, 2013

0

Very High Risk

5000

8546.14

1.9

598.7599

January 1, 2013

0

6.57 %

7.9 %

8.75 %

22.95 %

22.53 %

3.15 %

Deepak Agrawal

Post Graduate in Commerce from Mumbai University, a Qualified Chartered account and a Company Secretary. Also Cleared AIMR CFA Level I

Started his career with the AMC in September 2000 and moved to Debt Fund Management Team as research analyst in September 2001 and performed the role of dealer from October 2004. Since November 2006, Mr. Agarwal was Fund Manager in the debt fund management team.

Vikrant Mehta

M.S,CFA.

He worked at NVS Brokerage Private limited (April 2003 - Dec 2006).Prior to this JM Morgan Stanley Fixed Income Securities Pvt Ltd (July 2000 - April 2003) and in Mata Securities India Pvt Ltd (Nov 1994 - July 2000).

Bhupinder Sethi

B.E, MBA

He joined TATA Amc in march 2005 prior to this he worked as fund manager at dundee mutual fund from feb 2000 to dec 2002 and as vice-presidend investments at Jacob Ballas Capital India.

Chandraprakash Padiyar

MBA (Finance), cleared all 3 levels of CFA Program from The CFA Institute, USA

Brief Experiance (10 year) From April 2007 to August 2018 with Alchemy Capital Management Pvt Ltd. where he was 'Director & Portfolio Manager' for their omshore long only strategies. Reporting to Chief Investment Officer.

Pradeep Gokhale

C.A., B.Com.,

Mr. Gokhale is a B.com (H), CA and CFA Prior to joining Tata AMC in 2004 he has worked with Credit Analysis and Research Ltd.

Rupesh Patel

Graduate in engineering from Sardar Patel University, Gujarat and holds a masters in business administration from Sardar Patel University, Gujarat.

From June 2013 till date Fund Manager for schemes of Tata Mutual Fund - Reporting to Chief Investment Officer-Equities. Jan 2012 - June 2013 with Tata Asset Management Ltd. as Principal Officer of Tata Asset Management Ltd - PMS. May 2008 - Jan 2012 with Tata Asset Management Ltd as DGM (Investments). Reporting to Head of Research. Aug 2007 - April 2008 with Indiareit Fund Advisors Pvt. Ltd as Asst. Vice President (Investments). Reporting to Director (Investments). Nov 2001 - Aug 2007 with Credit Analysis & Research Ltd. as Deputy General Manager. Reporting to Executive Director.

Get your FAQs right

When comparing Kotak Low Duration Fund - Direct (G) vs Tata Large & Mid 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 Low Duration Fund - Direct (G) and Tata Large & Mid 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 Low Duration Fund - Direct (G) and Tata Large & Mid 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 Low Duration Fund - Direct (G) and Tata Large & Mid 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 Low Duration Fund - Direct (G) and Tata Large & Mid 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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