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 3.86% versus HSBC Value Fund - Direct Growth's 0.07%. 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 1.11% versus HSBC Value Fund - Direct Growth's 0.88%. 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	₹858.61	₹122.96
Star Rating	★★★★	★★★★★
Expense Ratio	1.11%	0.88%
AUM	₹8,265 Cr	₹15,372 Cr
1M Return	-4.07%	-5.07%
3M Return	-2.36%	-4.41%
6M Return	+11.74%	+5.23%
1Y Return	+3.86%	+0.07%
3Y CAGR	+15.06%	+14.48%
5Y CAGR	+12.86%	+14.44%
Risk Level	—	—
Fund Manager	Miten Lathia	Sonal Gupta

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