What factors should I consider when comparing SBI Small Cap Fund - Direct (G) vs WhiteOak Capital Flexi Cap Fund - Direct (G)?

When comparing SBI Small Cap Fund - Direct (G) vs WhiteOak Capital Flexi 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 Small Cap Fund - Direct (G) and WhiteOak Capital Flexi Cap Fund - Direct (G) simultaneously?

Yes, you can invest in both SBI Small Cap Fund - Direct (G) and WhiteOak Capital Flexi 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 Small Cap Fund - Direct (G) and WhiteOak Capital Flexi Cap Fund - Direct (G)?

While comparing SBI Small Cap Fund - Direct (G) and WhiteOak Capital Flexi 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 Small Cap Fund - Direct (G) and WhiteOak Capital Flexi Cap Fund - Direct (G) if needed?

Yes, you can typically switch between SBI Small Cap Fund - Direct (G) and WhiteOak Capital Flexi 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 Small Cap Fund - Direct (G) and WhiteOak Capital Flexi Cap Fund - Direct (G) based on their dividend payout?

Yes, you can compare SBI Small Cap Fund - Direct (G) and WhiteOak Capital Flexi 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 Small Cap Fund - Direct (G) vs WhiteOak Capital Flexi Cap Fund - Direct (G) Online

Home

Mutual Funds

Compare Mutual Funds

SBI Small Cap Fund - Direct (G) vs WhiteOak Capital Flexi Cap Fund - Direct (G)

SBI Small Cap Fund - Direct (G)

3.68%

WhiteOak Capital Flexi Cap Fund - Direct (G)

4.68%

Loading chart...

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

Registrar

Fund Details

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

40156.66

Expense Ratio

2.36

NAV

206.0616

Launch Date

July 27, 2009

Exit Load

Risk

Very High Risk

Min SIP Amount

500

Fund Size

8582.39

Expense Ratio

NAV

18.943

Launch Date

July 12, 2022

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

40156.66

Expense Ratio

2.36

NAV

206.0616

Launch Date

July 27, 2009

Exit Load

Risk

Very High Risk

Min SIP Amount

500

Fund Size

8582.39

Expense Ratio

NAV

18.943

Launch Date

July 12, 2022

Exit Load

14.75 %

12.85 %

3.68 %

16.17 %

4.68 %

Fund Manager

David Pezarkar

Qualification

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

Experience

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.

Fund Manager

R Srinivasan

Qualification

M.Com., MFM from University of Bombay.

Experience

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

Fund Manager

Vishal Mishra

Qualification

B.Com, A.C.A.

Experience

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.

Fund Manager

Ramesh Mantri

Qualification

MBA, CFA and CA

Experience

Over 20 years' experience in financial market: 1. WhiteOak Capital Asset Management Limited (December 21, 2021 - till now) 2. White Oak Capital Management (June 2017 to December 21, 2021) 3. Ashoka Capital Advisers (February 2013- May 2017) 4. Smith Management-Mumbai Office (September 2005 - January 2013)

SBI Small Cap Fund - Direct (G) vs WhiteOak Capital Flexi Cap Fund - Direct (G)

SBI Small Cap Fund - Direct (G)

3.68%

WhiteOak Capital Flexi Cap Fund - Direct (G)

4.68%

About Fund

Fund Details

Get your FAQs right