What factors should I consider when comparing Kotak Small Cap Fund - Direct (G) vs SBI Dividend Yield Fund - Direct (G)?

When comparing Kotak Small Cap Fund - Direct (G) vs SBI Dividend Yield 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 Small Cap Fund - Direct (G) and SBI Dividend Yield Fund - Direct (G) simultaneously?

Yes, you can invest in both Kotak Small Cap Fund - Direct (G) and SBI Dividend Yield 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 Small Cap Fund - Direct (G) and SBI Dividend Yield Fund - Direct (G)?

While comparing Kotak Small Cap Fund - Direct (G) and SBI Dividend Yield 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 Small Cap Fund - Direct (G) and SBI Dividend Yield Fund - Direct (G) if needed?

Yes, you can typically switch between Kotak Small Cap Fund - Direct (G) and SBI Dividend Yield 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 Small Cap Fund - Direct (G) and SBI Dividend Yield Fund - Direct (G) based on their dividend payout?

Yes, you can compare Kotak Small Cap Fund - Direct (G) and SBI Dividend Yield 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 Small Cap Fund - Direct (G) vs SBI Dividend Yield Fund - Direct (G) Online

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Kotak Small Cap Fund - Direct (G) vs SBI Dividend Yield Fund - Direct (G)

Kotak Small Cap Fund - Direct (G)

2.24%

SBI Dividend Yield Fund - Direct (G)

5.4%

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About Fund

Custodian

Deutsche Bank, AG Standard Chartered Bank

Registrar

Computer Age Management Services (P) Ltd.

Custodian

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Registrar

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

Fund Details

Risk

Very High Risk

Min SIP Amount

100

Fund Size

18690.79

Expense Ratio

2.02

NAV

316.03

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

8473.81

Expense Ratio

1.12

NAV

16.1208

Launch Date

February 20, 2023

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

18690.79

Expense Ratio

2.02

NAV

316.03

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

8473.81

Expense Ratio

1.12

NAV

16.1208

Launch Date

February 20, 2023

Exit Load

13.89 %

13.45 %

2.24 %

12.31 %

5.4 %

Fund Manager

Harish Bihani

Qualification

MBA in Finance

Experience

Prior to joining ICICI Prudential Mutual Fund, he has worked with SBI Mutual Fund, Kotak Instituitional Equities, CIMB Securities, RBS Equities India Pvt. Ltd., Indiabulls Securities Ltd. and Reliance Equities International Pvt. Ltd.

Fund Manager

Pankaj Tibrewal

Qualification

B.Com., MFM from Manchester University.

Experience

He has over 5 years of experience in managing funds. Prior to joining Kotak Mahindra AMC, has been with Principal PNP Asset Management co p ltd as fund manager.

Fund Manager

Rohit Shimpi

Qualification

B. Com, PGDBM, CFA Charterholder

Experience

Rohit Shimpi, Fund Manager, Portfolio Management Services (PMS) of SBI Funds Management Limited (SBIFML) has been transferred to Mutual Fund Department w.e.f. November 01, 2018 and is responsible for fund management and advisory services. Rohit joined SBIFML in 2006 as Equity Analyst. He had also been managing our Offshore Fund between March 2011 - October 2015. Rohit then moved to PMS division of SBIFML as Fund Manager in October 2015. Before joining SBIFML, he had worked with SGA News Ltd (Television 18 Group) as a Research Analyst for the firm's flagship financial news channel, CNBC TV18. Prior to that, he was a researcher with JP Morgan's offshore research centre. Rohit started his career as a management trainee with HDFC Standard Life Insurance.

Kotak Small Cap Fund - Direct (G) vs SBI Dividend Yield Fund - Direct (G)

Kotak Small Cap Fund - Direct (G)

2.24%

SBI Dividend Yield Fund - Direct (G)

5.4%

About Fund

Fund Details

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