Which has the lower expense ratio, BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH or Invesco India Low Duration Fund - Direct Plan - Growth?

BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH's expense ratio is 0.98% versus Invesco India Low Duration Fund - Direct Plan - Growth's 0.64%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH and Invesco India Low Duration Fund - Direct Plan - Growth?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH vs Invesco India Low Duration Fund - Direct Plan - Growth

Q: BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH vs Invesco India Low Duration Fund - Direct Plan - Growth — which has given better returns?

BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH has a 1-year return of 15.33% versus Invesco India Low Duration Fund - Direct Plan - Growth's 11.39%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH

Bajaj Finserv Mutual Fund

★★★★★

Equity · Small Cap

Invesco India Low Duration Fund - Direct Plan - Growth

Invesco Mutual Fund

★★★★★

Equity · Small Cap

Metric	BAJAJ FINSERV SMALL CA...	Invesco India Low Dura...
NAV	₹11.12	₹52.11
Star Rating	★★★★	★★★★★
Expense Ratio	0.98%	0.64%
AUM	₹2,646 Cr	₹16,175 Cr
1M Return	-3.24%	-4.68%
3M Return	+2.47%	-0.97%
6M Return	+27.21%	+17.42%
1Y Return	+15.33%	+11.39%
3Y CAGR	—	+20.83%
5Y CAGR	—	+18.31%
Risk Level	—	—
Fund Manager	Nimesh Chandan	Taher Badshah

View Fund A View Fund B

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