What factors should I consider when comparing SBI Flexi Cap Fund - Direct (G) vs Sundaram Mid Cap Fund - Direct (G)?

When comparing SBI Flexi Cap Fund - Direct (G) vs Sundaram Mid 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 Flexi Cap Fund - Direct (G) and Sundaram Mid Cap Fund - Direct (G) simultaneously?

Yes, you can invest in both SBI Flexi Cap Fund - Direct (G) and Sundaram Mid 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 Flexi Cap Fund - Direct (G) and Sundaram Mid Cap Fund - Direct (G)?

While comparing SBI Flexi Cap Fund - Direct (G) and Sundaram Mid 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 Flexi Cap Fund - Direct (G) and Sundaram Mid Cap Fund - Direct (G) if needed?

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

Yes, you can compare SBI Flexi Cap Fund - Direct (G) and Sundaram Mid 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 Flexi Cap Fund - Direct (G) vs Sundaram Mid Cap Fund - Direct (G) Online

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SBI Flexi Cap Fund - Direct (G) vs Sundaram Mid Cap Fund - Direct (G)

SBI Flexi Cap Fund - Direct (G)

-0.24%

Sundaram Mid Cap Fund - Direct (G)

9.63%

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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

Standard Chartered Bank HDFC Bank

Registrar

Computer Age Management Services (P) Ltd.

Fund Details

Risk

Very High Risk

Min SIP Amount

1000

Fund Size

22685.08

Expense Ratio

1.94

NAV

120.1374

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

14026.07

Expense Ratio

1.24

NAV

1647.1335

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

1000

Fund Size

22685.08

Expense Ratio

1.94

NAV

120.1374

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

14026.07

Expense Ratio

1.24

NAV

1647.1335

Launch Date

January 1, 2013

Exit Load

9.69 %

8.85 %

-0.24 %

18.81 %

21.49 %

9.63 %

Fund Manager

Anup Upadhyay

Qualification

B.Tech (Hons),PGDM.,

Experience

He has over 7 years of experience with over 4 year experience in financial services. He joined SBIFMPL in may,2007 as an analyst and currently he is a Fund Manager.

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

Richard D'souza

Qualification

B.Sc Physics from Mumbai University

Experience

Prior to joining SBI Fund Management in 2010 he has worked with Ask Investment Managers Pvt. Ltd., Antique Share & Stock Brokers Pvt. Ltd, Sunidhi Consultancy Ltd. and Alchemy Share & Stock Brokers Pvt. Ltd.

Fund Manager

S Bharath

Qualification

B.Com, MBA, ICWA

Experience

He has experience over 20 years in research and he is the dedicated fund manager for overseas securities. He joined Sundaram AMC in 2004.

Fund Manager

S Krishnakumar

Qualification

BE, PGDBA (Financial & Portfolio Management)

Experience

He has over 18 Years of total experience in which 7 years related to the Equity Markets. He was a Vice President (Research) at Anush Shares & Securities.

SBI Flexi Cap Fund - Direct (G) vs Sundaram Mid Cap Fund - Direct (G)

SBI Flexi Cap Fund - Direct (G)

-0.24%

Sundaram Mid Cap Fund - Direct (G)

9.63%

About Fund

Fund Details

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