What factors should I consider when comparing SBI Gilt Fund - Direct (G) vs WhiteOak Capital Multi Asset Allocation-Dir (G)?

When comparing SBI Gilt Fund - Direct (G) vs WhiteOak Capital Multi Asset Allocation-Dir (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 Gilt Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (G) simultaneously?

Yes, you can invest in both SBI Gilt Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (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 Gilt Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (G)?

While comparing SBI Gilt Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (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 Gilt Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (G) if needed?

Yes, you can typically switch between SBI Gilt Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (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 Gilt Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (G) based on their dividend payout?

Yes, you can compare SBI Gilt Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (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 Gilt Fund - Direct (G) vs WhiteOak Capital Multi Asset Allocation-Dir (G) Online

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SBI Gilt Fund - Direct (G) vs WhiteOak Capital Multi Asset Allocation-Dir (G)

SBI Gilt Fund - Direct (G)

3.69%

WhiteOak Capital Multi Asset Allocation-Dir (G)

13.31%

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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

Registrar

Fund Details

Risk

Moderate Risk

Min SIP Amount

5000

Fund Size

8394.20

Expense Ratio

1.72

NAV

72.7901

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

500

Fund Size

7762.56

Expense Ratio

NAV

16.458

Launch Date

May 3, 2023

Exit Load

Risk

Moderate Risk

Min SIP Amount

5000

Fund Size

8394.20

Expense Ratio

1.72

NAV

72.7901

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

500

Fund Size

7762.56

Expense Ratio

NAV

16.458

Launch Date

May 3, 2023

Exit Load

6.55 %

6.91 %

3.69 %

16.67 %

13.31 %

Fund Manager

Dinesh Ahuja

Qualification

MBA From Mumbai University.

Experience

Having over 13 years of experience. Prior Assignments -Worked as fund manage in L&T Investment management Ltd amc, Reliance Capital Asset Management Ltd, Reliance General Insurance Company Ltd,ICAP Securities, Stratcap Securities and LKP Securities.

Fund Manager

Rajeev Radhakrishnan

Qualification

B.E. (Production), MMS (Finance), Cleared Level 2 of the CFA exam conducted by CFA Institute, USA.

Experience

Total experience of 17 years in funds management. Around 8 years in Fixed Income funds management and dealing. Previously he was associated with UTI Asset Management Company Ltd. as Co - Fund Manager Past experiences: SBI Funds Management P. Ltd - (From June 09, 2008 onwards) Co- Fund Manager - UTI Asset Management Company Limited (June 2001-2008)

Fund Manager

Sudhir Agrawal

Qualification

M.Com., PGDBA(Finance), CFA

Experience

Mr Sudhir Agrawal joined UTI AMC in 2009 after 8 years of experience. He has previously worked with CARE (Credit Analysis and Research Ltd.), Transparent Value LLC and Tata Asset Management Company Ltd in different roles. He is presently Fund Manager for UTI Treasury Advantage Fund, UTI Floating Rate Fund STP and UTI Short Term Income Fund.

Fund Manager

Ramesh Mantri

Qualification

MBA, CFA and CA

Experience

Over 20 years' experience in financial market: 1. WhiteOak Capital Asset Management Limited (December 21, 2021 - till now) 2. White Oak Capital Management (June 2017 to December 21, 2021) 3. Ashoka Capital Advisers (February 2013- May 2017) 4. Smith Management-Mumbai Office (September 2005 - January 2013)

SBI Gilt Fund - Direct (G) vs WhiteOak Capital Multi Asset Allocation-Dir (G)

SBI Gilt Fund - Direct (G)

3.69%

WhiteOak Capital Multi Asset Allocation-Dir (G)

13.31%

About Fund

Fund Details

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