SBI Small Cap Fund - Direct (G) vs UTI-Value Fund - Direct (G)

SBI Small Cap Fund - Direct (G) vs UTI-Value Fund - Direct (G)

stock1

SBI Small Cap Fund - Direct (G)

1.89%

stock2

UTI-Value Fund - Direct (G)

13.81%

Graph not available
Graph not available

About Fund

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

Stock Holding Corporation of India Limited Citibank NA HDFC Bank Limited

Computer Age Management Services Pvt Ltd.(CAMS) Datamatics Financial Software & services Limited Karvy Computershare Pvt. Ltd. UTI Technology Services Ltd.

Very High Risk

5000

30828.79

2.36

181.8527

July 27, 2009

0

Very High Risk

5000

9455.20

1.03

175.2293

January 1, 2013

0

30.39 %

16.56 %

1.89 %

26.08 %

19.28 %

13.81 %

David Pezarkar

B.A. ( Econ), M.M.S. (Finance, NMIMS)

Daiwa Asset Management India Pvt. Ltd.(Previously Shinsei Asset Management (India)Pvt.Ltd (october 2008 to July 2013) Bajaj Allianz Life Insurance Co. Ltd.(June 2007 to October 2008) SBI Funds Management Private Limited (July 2006 to June 2007) Way2Wealth Securities Pvt. Ltd.(March 2006 - June 2006) UTI Mutual Fund (June 1994 - Feb 2006). He completed a full circle of investment experience; working in various roles in equity research, Fund management and as a dealer during his 12 years with UTI Mutual Fund. He has over 19 years of rich experience in equity research, fund management dealing.

R Srinivasan

M.Com., MFM from University of Bombay.

Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

Vishal Mishra

B.Com, A.C.A.

Mr.Vishal Mishra has more than 10 years of experience in the areas of equity research and credit research. Presently he is associated with Daiwa Asset Managment p ltd for the past four years. His previous assignment was wth collins stewart india p ltd as Asst. Vice President Research. He was has also been associated with IL&FS investment Ltd, Crisil Ltd And Quantum Information Services Ltd.

Anoop Bhaskar

B.Com., MBA (Finance).

Prior to joining IDFC AMC, he was associated with UTI AMC (Apr 2007-Jan 2016), Sundaram AMC (Aug 2003-Mar 2007), Franklin Templeton AMC, Shriram Financial Services Ltd, Brisk Financial Services and Cross Borders Finance & Projects.

Swati Kulkarni

B.Com. MFM (NMIMS), CAIIB-I, Certificate Examination of IIB for the Employees of UTI.

Prior to joining UTI Mutual Fund in 2004 she has worked with Reliance Industries Ltd.

Vetri Subramaniam

B.Com, PGDM

He joined UTI AMC Ltd. as Group President & Head-Equity on January 23, 2017. In his professional career of 20 years, he has worked as Head - Equity with Kotak Mahindra Asset Management Ltd. And Chief Investment Officer with Motilal Oswal Securities Ltd. Before joining UTI AMC Ltd., he was working with Invesco Asset Management Ltd. as the Chief Investment Officer.

Get your FAQs right

When comparing SBI Small Cap Fund - Direct (G) vs UTI-Value 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 Small Cap Fund - Direct (G) and UTI-Value 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 Small Cap Fund - Direct (G) and UTI-Value 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 Small Cap Fund - Direct (G) and UTI-Value 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 Small Cap Fund - Direct (G) and UTI-Value 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.

Join the Future of Trading

with BlinkX

#ItsATraderThing

Open Trading Account
Verify your phone
+91
*By signing up you agree to our terms & conditions