Tata Small Cap Fund - Direct (G) vs UTI-Mid Cap Fund - Direct (G)

Tata Small Cap Fund - Direct (G) vs UTI-Mid Cap Fund - Direct (G)

stock1

Tata Small Cap Fund - Direct (G)

8.23%

stock2

UTI-Mid Cap Fund - Direct (G)

9.53%

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About Fund

Deutsche Bank HDFC CitiBank N.A. Standard Chartered Bank

CAMS Ltd. Karvy Computershare P Ltd MCS 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

9417.80

1.49

42.4156

October 19, 2018

0

Very High Risk

5000

10922.68

1.83

319.9673

January 1, 2013

0

38.25 %

26.08 %

8.23 %

29.01 %

21.57 %

9.53 %

Chandraprakash Padiyar

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

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.

Ankit Agarwal

He has done his graduation from National Institute of Technology (B.Tech.) and holds a post graduate degree in Management (PGDM) from IIM, Bangalore

Ankit Agarwal joined UTI in August 2019. Presently he has been designated as Fund Manager; managing UTI Mid Cap Fund. He has more than 12 years of experience. Prior to joining UTI he was working with Lehman Brothers, Barclays Wealth and had been associated with Centrum Broking Ltd. also in the capacity of Sr. Vice President.

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.

Lalit Nambiar

B.Com.,MMS and CFA., B.Com., MMS, CFA

Prior to joining UTI AMC (Since Aug -2008),he was with SBI Capital Markets Ltd.as AVP in Research Dept., as Research Analyst with UTI Sec Ltd. and with IIT Investrust Ltd. as Sr.Manager in Research Dept.

Get your FAQs right

When comparing Tata Small Cap Fund - Direct (G) vs UTI-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.
Yes, you can invest in both Tata Small Cap Fund - Direct (G) and UTI-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.
While comparing Tata Small Cap Fund - Direct (G) and UTI-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.
Yes, you can typically switch between Tata Small Cap Fund - Direct (G) and UTI-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.
Yes, you can compare Tata Small Cap Fund - Direct (G) and UTI-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.

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