Which has the lower expense ratio, HDFC Mid Cap Fund - Growth Plan or KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-GROWTH?

HDFC Mid Cap Fund - Growth Plan's expense ratio is 0.75% versus KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-GROWTH's 0.4207%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both HDFC Mid Cap Fund - Growth Plan and KOTAK NIFTY MIDCAP 150 INDEX 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.

HDFC Mid Cap Fund - Growth Plan vs KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-GROWTH

Q: HDFC Mid Cap Fund - Growth Plan vs KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-GROWTH — which has given better returns?

HDFC Mid Cap Fund - Growth Plan has a 1-year return of 7.21% versus KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-GROWTH's 3.56%. 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.

HDFC Mid Cap Fund - Growth Plan

HDFC Mutual Fund

★★★★★

Equity · Mid Cap

KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-GROWTH

Kotak Mahindra Mutual Fund

★★★★★

Equity · Mid Cap

Metric	HDFC Mid Cap Fund - Gr...	KOTAK NIFTY MIDCAP 150...
NAV	₹204.77	₹11.67
Star Rating	★★★★★	★★
Expense Ratio	0.75%	0.4207%
AUM	₹100,858 Cr	₹39 Cr
1M Return	+5.18%	-0.58%
3M Return	+8.36%	+2.89%
6M Return	+4.47%	+8.22%
1Y Return	+7.21%	+3.56%
3Y CAGR	+20.89%	—
5Y CAGR	+20.56%	—
Risk Level	—	—
Fund Manager	Chirag Setalvad	Abhishek Bisen

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