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

When comparing SBI Low Duration Fund - Direct (G) vs Tata Small 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 Tata Small Cap Fund - Direct (G) simultaneously?

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

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

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

Yes, you can compare SBI Low Duration Fund - Direct (G) and Tata Small 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 Tata Small Cap Fund - Direct (G) Online

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SBI Low Duration Fund - Direct (G) vs Tata Small Cap Fund - Direct (G)

SBI Low Duration Fund - Direct (G)

6.02%

Tata Small Cap Fund - Direct (G)

-4.88%

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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

Deutsche Bank HDFC CitiBank N.A. Standard Chartered Bank

Registrar

CAMS Ltd. Karvy Computershare P Ltd MCS 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

5000

Fund Size

12528.86

Expense Ratio

1.77

NAV

43.2517

Launch Date

October 19, 2018

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

5000

Fund Size

12528.86

Expense Ratio

1.77

NAV

43.2517

Launch Date

October 19, 2018

Exit Load

6.47 %

7.28 %

6.02 %

15.63 %

12.82 %

-4.88 %

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

Chandraprakash Padiyar

Qualification

MBA (Finance), cleared all 3 levels of CFA Program from The CFA Institute, USA

Experience

Brief Experiance (10 year) From April 2007 to August 2018 with Alchemy Capital Management Pvt Ltd. where he was 'Director & Portfolio Manager' for their omshore long only strategies. Reporting to Chief Investment Officer.

SBI Low Duration Fund - Direct (G) vs Tata Small Cap Fund - Direct (G)

SBI Low Duration Fund - Direct (G)

6.02%

Tata Small Cap Fund - Direct (G)

-4.88%

About Fund

Fund Details

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