What factors should I consider when comparing SBI Conservative Hybrid Fund - Direct (G) vs UTI-Large Cap Fund - Direct (G)?

When comparing SBI Conservative Hybrid 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 SBI Conservative Hybrid Fund - Direct (G) and UTI-Large Cap Fund - Direct (G) simultaneously?

Yes, you can invest in both SBI Conservative Hybrid 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 SBI Conservative Hybrid Fund - Direct (G) and UTI-Large Cap Fund - Direct (G)?

While comparing SBI Conservative Hybrid 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 SBI Conservative Hybrid Fund - Direct (G) and UTI-Large Cap Fund - Direct (G) if needed?

Yes, you can typically switch between SBI Conservative Hybrid 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 SBI Conservative Hybrid Fund - Direct (G) and UTI-Large Cap Fund - Direct (G) based on their dividend payout?

Yes, you can compare SBI Conservative Hybrid 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 SBI Conservative Hybrid Fund - Direct (G) vs UTI-Large Cap Fund - Direct (G) Online

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SBI Conservative Hybrid Fund - Direct (G) vs UTI-Large Cap Fund - Direct (G)

SBI Conservative Hybrid Fund - Direct (G)

5.5%

UTI-Large Cap Fund - Direct (G)

-2.51%

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About Fund

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

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

High Risk

Min SIP Amount

5000

Fund Size

10174.07

Expense Ratio

1.18

NAV

83.8264

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

High Risk

Min SIP Amount

5000

Fund Size

10174.07

Expense Ratio

1.18

NAV

83.8264

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

9.13 %

9 %

5.5 %

9.2 %

8.46 %

-2.51 %

Fund Manager

Ruchit Mehta

Qualification

B.Com, MSc Finance, CFA Charter holder.

Experience

Ruchit has over 14 years of experience in the industry primarily as a research analyst. Past Experiences: April 2010 - till date: Chief Manager Investments (Research) with SBI Funds Management Pvt. Ltd. May 2006 - March 2010: AVP & Assistant Fund Manager, HSBC Asset Management Pvt. Ltd. _ July 2004 - May 2006: Analyst, ASK Raymond James & Associates Pvt. Ltd. _ Feb 2004 - July 2004: Associate, Prabhudas Lilladher Pvt. Ltd.

Fund Manager

Saurabh Pant

Qualification

B.Com, MBE,C.F.A(USA) Level III candidate.

Experience

He has over 4 years of experience in Indian Capital Markets as a research analyst. He has been associated with SBIFMPL since May 2007.

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.

SBI Conservative Hybrid Fund - Direct (G) vs UTI-Large Cap Fund - Direct (G)

SBI Conservative Hybrid Fund - Direct (G)

5.5%

UTI-Large Cap Fund - Direct (G)

-2.51%

About Fund

Fund Details

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