Which has the lower expense ratio, HDFC Value Fund - Growth Plan or UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option?

HDFC Value Fund - Growth Plan's expense ratio is 1.11% versus UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option's 0.73%. 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 UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option?

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 UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option

Q: HDFC Value Fund - Growth Plan vs UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option — which has given better returns?

HDFC Value Fund - Growth Plan has a 1-year return of 3.86% versus UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option's 1.04%. 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 Value Fund - Growth Plan

HDFC Mutual Fund

★★★★★

Equity · Value Oriented

UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option

UTI Mutual Fund

★★★★★

Equity · Value Oriented

Metric	HDFC Value Fund - Grow...	UTI Nifty 500 Value 50...
NAV	₹858.61	₹20.49
Star Rating	★★★★	★★★★★
Expense Ratio	1.11%	0.73%
AUM	₹8,265 Cr	₹838 Cr
1M Return	-4.07%	-5.98%
3M Return	-2.36%	-7.98%
6M Return	+11.74%	-11.58%
1Y Return	+3.86%	+1.04%
3Y CAGR	+15.06%	+18.63%
5Y CAGR	+12.86%	—
Risk Level	—	—
Fund Manager	Miten Lathia	Ayush Jain

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