What factors should I consider when comparing SBI Energy Opportunities Fund - Direct (G) vs UTI-Flexi Cap Fund - Direct (G)?

When comparing SBI Energy Opportunities Fund - Direct (G) vs UTI-Flexi 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 Energy Opportunities Fund - Direct (G) and UTI-Flexi Cap Fund - Direct (G) simultaneously?

Yes, you can invest in both SBI Energy Opportunities Fund - Direct (G) and UTI-Flexi 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 Energy Opportunities Fund - Direct (G) and UTI-Flexi Cap Fund - Direct (G)?

While comparing SBI Energy Opportunities Fund - Direct (G) and UTI-Flexi 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 Energy Opportunities Fund - Direct (G) and UTI-Flexi Cap Fund - Direct (G) if needed?

Yes, you can typically switch between SBI Energy Opportunities Fund - Direct (G) and UTI-Flexi 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 Energy Opportunities Fund - Direct (G) and UTI-Flexi Cap Fund - Direct (G) based on their dividend payout?

Yes, you can compare SBI Energy Opportunities Fund - Direct (G) and UTI-Flexi 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 Energy Opportunities Fund - Direct (G) vs UTI-Flexi Cap Fund - Direct (G) Online

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SBI Energy Opportunities Fund - Direct (G) vs UTI-Flexi Cap Fund - Direct (G)

SBI Energy Opportunities Fund - Direct (G)

6.25%

UTI-Flexi Cap Fund - Direct (G)

-1.01%

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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

8712.01

Expense Ratio

1.12

NAV

11.344

Launch Date

February 6, 2024

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

22881.63

Expense Ratio

1.03

NAV

347.7652

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

8712.01

Expense Ratio

1.12

NAV

11.344

Launch Date

February 6, 2024

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

22881.63

Expense Ratio

1.03

NAV

347.7652

Launch Date

January 1, 2013

Exit Load

6.25 %

6.79 %

9.07 %

-1.01 %

Fund Manager

Raj Gandhi

Qualification

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

Experience

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.

Fund Manager

Ajay Tyagi

Qualification

CFA,Master in Finance

Experience

Tyagi has done CFA Charter holder from The CFA Institute USA and Master in Finance from Delhi University. He has been working in equity research in UTI since 2000. He has also worked as Assistant Fund Manager in the Offshore Fund division.

Fund Manager

Anoop Bhaskar

Qualification

B.Com., MBA (Finance).

Experience

Prior to joining IDFC AMC, he was associated with UTI AMC (Apr 2007-Jan 2016), Sundaram AMC (Aug 2003-Mar 2007), Franklin Templeton AMC, Shriram Financial Services Ltd, Brisk Financial Services and Cross Borders Finance & Projects.

SBI Energy Opportunities Fund - Direct (G) vs UTI-Flexi Cap Fund - Direct (G)

SBI Energy Opportunities Fund - Direct (G)

6.25%

UTI-Flexi Cap Fund - Direct (G)

-1.01%

About Fund

Fund Details

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