Motilal Oswal Midcap Fund-Dir (G) vs SBI Small Cap Fund - Direct (G)

Motilal Oswal Midcap Fund-Dir (G) vs SBI Small Cap Fund - Direct (G)

stock1

Motilal Oswal Midcap Fund-Dir (G)

15.54%

stock2

SBI Small Cap Fund - Direct (G)

4.41%

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Graph not available

About Fund

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Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

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

Very High Risk

500

26028.34

0.98

106.3622

February 3, 2014

0

Very High Risk

5000

30828.79

2.36

184.3892

July 27, 2009

0

39.07 %

28.01 %

15.54 %

31.36 %

16.97 %

4.41 %

Akash Singhania

B.Com(H), CA, & PGDBM (IIM-L)

Prior to being the Fund Manager at DWS, Mr.Singhania was associated with Deutsche Asset management (India) Pvt. Ltd. as Fund Manager-PMS (May'08-Dec'12), ICICI Prudential Asset Management Co. Ltd. as Research Analyst (Mar'06-May'08), SR Batliboi & Co. (Ernst & Young) as Senior Executive (Jul'05-Mar'06), Bharat S Raut & Co. (KPMG) as Senior Executive (Aug'02-May'03) and PWC as Junior Executive (Oct'01-Jul'02).

Niket Shah

Masters in Business Administration (MBA-Finance)

Niket Shah has 9 years of overall experience. Motilal Oswal Asset Management Company Ltd. - Vice President - Associate Fund Manager Motilal Oswal Securities Ltd - Head of Midcaps Research Edelweiss Securities Ltd. - Research Analyst - Midcaps Religare Capital Markets Ltd. - Associate Research Analyst - Midcaps

Siddharth Bothra

B.Com (Honors), MBA (Post Graduate Program) from ISB (Indian School of Business, Hyderabad) and MBA International Student Exchange NYU Stern School of Business (New York)

He has over 17 years of experience in the fund management and investment research.  Motilal Oswal Asset Management Co. Ltd. - as Senior Vice Presidentand Fund Manager from April 2013 onwards.  Motilal Oswal Securities Ltd. - as Senior Vice President from June 2012 to March 2013.  Motilal Oswal Securities Ltd. - as Senior Vice President from January 2005 to March 2011.  Alchemy Share and Stocks Pvt. Ltd., Mumbai, - as Analyst, from January 2004 to January 2005.  VCK Share and Stock Broking Services, Kolkata - as Senior Manager from June 2001 to September 2003.

Taher Badshah

B.E. in Electronice from the University of Mumbai. Masters in Management Studies (Finance) from the SP Jain Institute of Management, Mumbai.

January 10, 2017 - till date Invesco Asset Management (India) Pvt. Ltd. June 22, 2010 - December 9, 2016 Senior Vice President and Head of Equities - Motilal Oswal Asset Management Company Ltd. May 2007 - May 2010 Fund Manager - Kotak Investment Advisors Ltd. September 2005 - March 2007 Fund Manager - PMS - ICICI Prudential Asset Management Company Ltd.

David Pezarkar

B.A. ( Econ), M.M.S. (Finance, NMIMS)

Daiwa Asset Management India Pvt. Ltd.(Previously Shinsei Asset Management (India)Pvt.Ltd (october 2008 to July 2013) Bajaj Allianz Life Insurance Co. Ltd.(June 2007 to October 2008) SBI Funds Management Private Limited (July 2006 to June 2007) Way2Wealth Securities Pvt. Ltd.(March 2006 - June 2006) UTI Mutual Fund (June 1994 - Feb 2006). He completed a full circle of investment experience; working in various roles in equity research, Fund management and as a dealer during his 12 years with UTI Mutual Fund. He has over 19 years of rich experience in equity research, fund management dealing.

R Srinivasan

M.Com., MFM from University of Bombay.

Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

Vishal Mishra

B.Com, A.C.A.

Mr.Vishal Mishra has more than 10 years of experience in the areas of equity research and credit research. Presently he is associated with Daiwa Asset Managment p ltd for the past four years. His previous assignment was wth collins stewart india p ltd as Asst. Vice President Research. He was has also been associated with IL&FS investment Ltd, Crisil Ltd And Quantum Information Services Ltd.

Get your FAQs right

When comparing Motilal Oswal Midcap Fund-Dir (G) vs SBI Small 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 Motilal Oswal Midcap Fund-Dir (G) and SBI Small 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 Motilal Oswal Midcap Fund-Dir (G) and SBI Small 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 Motilal Oswal Midcap Fund-Dir (G) and SBI Small 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 Motilal Oswal Midcap Fund-Dir (G) and SBI Small 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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