HDFC Mid Cap Fund - Growth Plan vs Kotak-Small Cap Fund - Growth - Direct — which has given better returns?

HDFC Mid Cap Fund - Growth Plan has a 1-year return of 7.21% versus Kotak-Small Cap Fund - Growth - Direct's 9.6%. 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, HDFC Mid Cap Fund - Growth Plan or Kotak-Small Cap Fund - Growth - Direct?

HDFC Mid Cap Fund - Growth Plan's expense ratio is 0.75% versus Kotak-Small Cap Fund - Growth - Direct's 0.84%. 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-Small Cap Fund - Growth - Direct?

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-Small Cap Fund - Growth - Direct

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-Small Cap Fund - Growth - Direct

Nippon India Mutual Fund

★★★★★

Equity · Mid Cap

Metric	HDFC Mid Cap Fund - Gr...	Kotak-Small Cap Fund -...
NAV	₹207.21	₹319.59
Star Rating	★★★★★	★★★★★
Expense Ratio	0.75%	0.84%
AUM	₹100,858 Cr	₹49,169 Cr
1M Return	+5.18%	+5.66%
3M Return	+8.36%	+8.6%
6M Return	+4.47%	+8.6%
1Y Return	+7.21%	+9.6%
3Y CAGR	+20.89%	+23.17%
5Y CAGR	+20.56%	+21.07%
Risk Level	—	—
Fund Manager	Chirag Setalvad	Manish Gunwani

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