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

When comparing SBI Low Duration 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 Low Duration Fund - Direct (G) and Sundaram Mid Cap Fund - Direct (G) simultaneously?

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

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

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

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

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SBI Low Duration Fund - Direct (G) vs Sundaram Mid Cap Fund - Direct (G)

SBI Low Duration Fund - Direct (G)

6.02%

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

Moderate Risk

Min SIP Amount

5000

Fund Size

13585.88

Expense Ratio

0.57

NAV

3880.0238

Launch Date

January 1, 2013

Exit Load

0.5

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

Moderate Risk

Min SIP Amount

5000

Fund Size

13585.88

Expense Ratio

0.57

NAV

3880.0238

Launch Date

January 1, 2013

Exit Load

0.5

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

6.47 %

7.28 %

6.02 %

18.81 %

21.49 %

9.63 %

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

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 Low Duration Fund - Direct (G) vs Sundaram Mid Cap Fund - Direct (G)

SBI Low Duration Fund - Direct (G)

6.02%

Sundaram Mid Cap Fund - Direct (G)

9.63%

About Fund

Fund Details

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