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

When comparing Kotak Low Duration 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 Low Duration Fund - Direct (G) and UTI-Nifty 50 Index Fund - Direct (G) simultaneously?

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

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

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

Yes, you can compare Kotak Low Duration 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 Low Duration Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G) Online

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Kotak Low Duration Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G)

Kotak Low Duration Fund - Direct (G)

6.38%

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

Moderate Risk

Min SIP Amount

100

Fund Size

11882.89

Expense Ratio

0.53

NAV

3907.8483

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

Moderate Risk

Min SIP Amount

100

Fund Size

11882.89

Expense Ratio

0.53

NAV

3907.8483

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

6.72 %

7.56 %

6.38 %

9.83 %

7.92 %

-2.46 %

Fund Manager

Deepak Agrawal

Qualification

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

Experience

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.

Fund Manager

Vikrant Mehta

Qualification

M.S,CFA.

Experience

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).

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 Low Duration Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G)

Kotak Low Duration Fund - Direct (G)

6.38%

UTI-Nifty 50 Index Fund - Direct (G)

-2.46%

About Fund

Fund Details

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