HDFC Value Fund - Growth Plan vs HSBC Value Fund - Direct Growth — which has given better returns?

HDFC Value Fund - Growth Plan has a 1-year return of 5.0% versus HSBC Value Fund - Direct Growth's 3.38%. 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 Value Fund - Growth Plan or HSBC Value Fund - Direct Growth?

HDFC Value Fund - Growth Plan's expense ratio is 1.14% versus HSBC Value Fund - Direct Growth's 0.91%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both HDFC Value Fund - Growth Plan and HSBC Value Fund - Direct 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 Value Fund - Growth Plan vs HSBC Value Fund - Direct Growth

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

HDFC Value Fund - Growth Plan

HDFC Mutual Fund

★★★★★

Equity · Value Oriented

HSBC Value Fund - Direct Growth

HSBC Mutual Fund

★★★★★

Equity · Value Oriented

Metric	HDFC Value Fund - Grow...	HSBC Value Fund - Dire...
NAV	₹771.04	₹126.87
Star Rating	★★★	★★★★
Expense Ratio	1.14%	0.91%
AUM	₹7,583 Cr	₹14,828 Cr
1M Return	+6.98%	+5.05%
3M Return	+7.15%	+3.75%
6M Return	+3.1%	+2.12%
1Y Return	+5.0%	+3.38%
3Y CAGR	+18.12%	+20.19%
5Y CAGR	+16.17%	+18.43%
Risk Level	—	—
Fund Manager	Miten Lathia	Sonal Gupta

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