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

When comparing SBI Nifty Index 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 Nifty Index Fund - Direct (G) and Sundaram Mid Cap Fund - Direct (G) simultaneously?

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

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

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

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

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SBI Nifty Index Fund - Direct (G) vs Sundaram Mid Cap Fund - Direct (G)

SBI Nifty Index Fund - Direct (G)

-2.54%

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

5000

Fund Size

13646.15

Expense Ratio

0.39

NAV

224.172

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

5000

Fund Size

13646.15

Expense Ratio

0.39

NAV

224.172

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

9.8 %

7.87 %

-2.54 %

18.81 %

21.49 %

9.63 %

Fund Manager

Raviprakash Sharma

Qualification

B.com., CA., CFA(USA)

Experience

Prior to joining SBI AMC he has worked with HDFC AMC, Citigroup Wealth Advisors India Pvt. Ltd, Kotak Securities, Times Investors Services Pvt. Ltd. and Birla Sun Life Securities.

Fund Manager

Viral Chhadva

Qualification

CFA Charter Holder from CFA Institute, USA, Master's in Financial Management (MFM) from Jamnalal Bajaj Institute of Management Studies (JBIMS)

Experience

Mr. Viral Chhadva (Equity Dealer) joined SBIFML in December 2020. He has over 17 years of experience in financial services sector. Prior to joining SBIFML, he was previously associated with IIFL Securities Limited (June 2008 till December 2020) and ICICI Securities Limited (June 2006 till June 2008) wherein he primarily handled execution of trades into Direct Market Access, Exchange Traded Funds and Derivatives.

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 Nifty Index Fund - Direct (G) vs Sundaram Mid Cap Fund - Direct (G)

SBI Nifty Index Fund - Direct (G)

-2.54%

Sundaram Mid Cap Fund - Direct (G)

9.63%

About Fund

Fund Details

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