What factors should I consider when comparing SBI Dividend Yield Fund - Direct (G) vs SBI ELSS Tax Saver Fund - Direct (G)?

When comparing SBI Dividend Yield Fund - Direct (G) vs SBI ELSS Tax Saver 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 Dividend Yield Fund - Direct (G) and SBI ELSS Tax Saver Fund - Direct (G) simultaneously?

Yes, you can invest in both SBI Dividend Yield Fund - Direct (G) and SBI ELSS Tax Saver 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 Dividend Yield Fund - Direct (G) and SBI ELSS Tax Saver Fund - Direct (G)?

While comparing SBI Dividend Yield Fund - Direct (G) and SBI ELSS Tax Saver 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 Dividend Yield Fund - Direct (G) and SBI ELSS Tax Saver Fund - Direct (G) if needed?

Yes, you can typically switch between SBI Dividend Yield Fund - Direct (G) and SBI ELSS Tax Saver 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 Dividend Yield Fund - Direct (G) and SBI ELSS Tax Saver Fund - Direct (G) based on their dividend payout?

Yes, you can compare SBI Dividend Yield Fund - Direct (G) and SBI ELSS Tax Saver 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 Dividend Yield Fund - Direct (G) vs SBI ELSS Tax Saver Fund - Direct (G) Online

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SBI Dividend Yield Fund - Direct (G) vs SBI ELSS Tax Saver Fund - Direct (G)

SBI Dividend Yield Fund - Direct (G)

5.4%

SBI ELSS Tax Saver Fund - Direct (G)

0.06%

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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

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

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

500

Fund Size

31839.34

Expense Ratio

0.5

NAV

471.9461

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

500

Fund Size

31839.34

Expense Ratio

0.5

NAV

471.9461

Launch Date

January 1, 2013

Exit Load

12.31 %

5.4 %

16.97 %

16.4 %

0.06 %

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.

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

Jayesh Shroff

Qualification

B.Com, PGD (MBFS)

Experience

Over 9 years of experience in equity research and investment banking and before joining to SBIMF he was working with BOB mutual fund.

SBI Dividend Yield Fund - Direct (G) vs SBI ELSS Tax Saver Fund - Direct (G)

SBI Dividend Yield Fund - Direct (G)

5.4%

SBI ELSS Tax Saver Fund - Direct (G)

0.06%

About Fund

Fund Details

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