DSP Value Fund - Direct Plan - Growth vs Sundaram Value Fund Direct Plan - Growth — which has given better returns?

DSP Value Fund - Direct Plan - Growth has a 1-year return of 3.47% versus Sundaram Value Fund Direct Plan - Growth's -8.11%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Which has the lower expense ratio, DSP Value Fund - Direct Plan - Growth or Sundaram Value Fund Direct Plan - Growth?

DSP Value Fund - Direct Plan - Growth's expense ratio is 1.55% versus Sundaram Value Fund Direct Plan - Growth's 1.78%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both DSP Value Fund - Direct Plan - Growth and Sundaram Value 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.

DSP Value Fund - Direct Plan - Growth vs Sundaram Value Fund Direct Plan - Growth

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

DSP Value Fund - Direct Plan - Growth

DSP Mutual Fund

★★★★★

Equity · Value Oriented

Sundaram Value Fund Direct Plan - Growth

Sundaram Mutual Fund

★★★★★

Equity · Value Oriented

Metric	DSP Value Fund - Direc...	Sundaram Value Fund Di...
NAV	₹23.72	₹213.06
Star Rating	★★★★★	★
Expense Ratio	1.55%	1.78%
AUM	₹2,220 Cr	₹1,284 Cr
1M Return	-4.21%	-5.44%
3M Return	-3.42%	-5.42%
6M Return	+4.74%	+1.07%
1Y Return	+3.47%	-8.11%
3Y CAGR	+15.36%	+5.44%
5Y CAGR	+12.25%	+6.98%
Risk Level	—	—
Fund Manager	Jay Kothari	S Krishnakumar

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