Compare SBI Long Term Equity Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G) Online

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SBI Long Term Equity Fund - Direct (G) vs UTI-Nifty 50 Index Fund - Direct (G)

SBI Long Term Equity Fund - Direct (G)

6.32%

UTI-Nifty 50 Index Fund - Direct (G)

7.66%

Graph not available

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

500

Fund Size

29667.41

Expense Ratio

0.5

NAV

480.3112

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

1000

Fund Size

23249.43

Expense Ratio

0.12

NAV

178.3514

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

500

Fund Size

29667.41

Expense Ratio

0.5

NAV

480.3112

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

1000

Fund Size

23249.43

Expense Ratio

0.12

NAV

178.3514

Launch Date

January 1, 2013

Exit Load

29.03 %

30.65 %

6.32 %

20.96 %

18.51 %

7.66 %

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

Jayesh Shroff

Qualification

B.Com, PGD (MBFS)

Experience

Over 9 years of experience in equity research and investment banking and before joining to SBIMF he was working with BOB mutual fund.

Fund Manager

Kaushik Basu

Qualification

B.Com, ACMA B.Com(Hons), CAIIB (I), ICWA, LLB.

Experience

He has an overall experience of 26 years including 12 years in the domestic Equity Capital markets. He in his earlier days has worked in the areas of Accounts and Money Market of erstwhile Unit Trust of India. He has worked as Equity Dealer for UTI and UTI AMC for 4 years.

Fund Manager

Sharwan Kumar Goyal

Qualification

B.Com, MMS, CFA,

Experience

He began his career with UTI in June 2006 and has over 11 years of experience in Risk Management, Equity Research and Portfolio Analysis. Presently he is working as Fund Manager for Overseas Investments.

Get your FAQs right

When comparing SBI Long Term Equity Fund - Direct (G) vs UTI-Nifty 50 Index 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 Long Term Equity Fund - Direct (G) and UTI-Nifty 50 Index 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 Long Term Equity Fund - Direct (G) and UTI-Nifty 50 Index 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 Long Term Equity Fund - Direct (G) and UTI-Nifty 50 Index 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 Long Term Equity Fund - Direct (G) and UTI-Nifty 50 Index 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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