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SBI Energy Opportunities Fund - Direct (G) vs Tata Small Cap Fund - Direct (G)

SBI Energy Opportunities Fund - Direct (G) vs Tata Small Cap Fund - Direct (G)

stock1

SBI Energy Opportunities Fund - Direct (G)

-2.9%

stock2

Tata Small Cap Fund - Direct (G)

3.29%

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About Fund

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

Deutsche Bank HDFC CitiBank N.A. Standard Chartered Bank

CAMS Ltd. Karvy Computershare P Ltd MCS Ltd.

Very High Risk

5000

10450.59

-

11.0786

February 6, 2024

-

Very High Risk

5000

10529.36

1.49

45.8401

October 19, 2018

0

-

-

-2.9 %

35.91 %

29.51 %

3.29 %

Raj Gandhi

CFA - CFA Institute, USA, Diploma in Business Finance - ICFAI University, Master in Management Studies - Finance from K. J Somaiya, Mumbai

Raj Gandhi joined SBIFML in October 2017 and focusses on tracking commodities and related sectors such as Energy, Metals (including precious metals). Prior to joining SBIFML, he was working with Sundaram Mutual Fund. Previously, he worked with Principal PNB asset Management Company, Deutsche and UTI securities. Entire cumulative work experience of 16 years is centred around tracking commodities and related sectors. Raj holds a Masters in Finance from KJ Somaiya Institute of Management. Raj is also a Charter holder of the CFA Institute, USA.

Chandraprakash Padiyar

MBA (Finance), cleared all 3 levels of CFA Program from The CFA Institute, USA

Brief Experiance (10 year) From April 2007 to August 2018 with Alchemy Capital Management Pvt Ltd. where he was 'Director & Portfolio Manager' for their omshore long only strategies. Reporting to Chief Investment Officer.

Get your FAQs right

When comparing SBI Energy Opportunities Fund - Direct (G) vs Tata 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 SBI Energy Opportunities Fund - Direct (G) and Tata 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 SBI Energy Opportunities Fund - Direct (G) and Tata 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 SBI Energy Opportunities Fund - Direct (G) and Tata 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 SBI Energy Opportunities Fund - Direct (G) and Tata 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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