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

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

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

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

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

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

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

SBI Energy Opportunities Fund - Direct (G)

6.25%

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

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

100

Fund Size

11975.72

Expense Ratio

1.03

NAV

291.2445

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

100

Fund Size

11975.72

Expense Ratio

1.03

NAV

291.2445

Launch Date

January 1, 2013

Exit Load

6.25 %

9.2 %

8.46 %

-2.51 %

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

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 Energy Opportunities Fund - Direct (G) vs UTI-Large Cap Fund - Direct (G)

SBI Energy Opportunities Fund - Direct (G)

6.25%

UTI-Large Cap Fund - Direct (G)

-2.51%

About Fund

Fund Details

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