What factors should I consider when comparing SBI Contra Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G)?

When comparing SBI Contra 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 SBI Contra Fund - Direct (G) and UTI-Nifty 50 Index Fund - Direct (G) simultaneously?

Yes, you can invest in both SBI Contra 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 SBI Contra Fund - Direct (G) and UTI-Nifty 50 Index Fund - Direct (G)?

While comparing SBI Contra 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 SBI Contra Fund - Direct (G) and UTI-Nifty 50 Index Fund - Direct (G) if needed?

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

Yes, you can compare SBI Contra 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 SBI Contra Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G) Online

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SBI Contra Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G)

SBI Contra Fund - Direct (G)

-0.98%

UTI-Nifty 50 Index Fund - Direct (G)

-2.46%

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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

Very High Risk

Min SIP Amount

5000

Fund Size

47361.68

Expense Ratio

1.12

NAV

413.2908

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

Very High Risk

Min SIP Amount

5000

Fund Size

47361.68

Expense Ratio

1.12

NAV

413.2908

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

16.78 %

12.91 %

-0.98 %

9.83 %

7.92 %

-2.46 %

Fund Manager

Dinesh Balachandran

Qualification

B.Tech (IIT-B) and M.S. (MIT,USA).

Experience

He has over 11 years of experience in the industry primarily as Research Analyst. Prior to joining SBIFM, He was Research Analyst with Fidelity Investment, USA for ten years.

Fund Manager

R Srinivasan

Qualification

M.Com., MFM from University of Bombay.

Experience

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

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.

SBI Contra Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G)

SBI Contra Fund - Direct (G)

-0.98%

UTI-Nifty 50 Index Fund - Direct (G)

-2.46%

About Fund

Fund Details

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