Which has the lower expense ratio, HSBC Medium Duration Fund - Regular Growth or UTI Medium Duration Fund - Direct Plan - Growth Option?

HSBC Medium Duration Fund - Regular Growth's expense ratio is 0.41% versus UTI Medium Duration Fund - Direct Plan - Growth Option'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 HSBC Medium Duration Fund - Regular Growth and UTI Medium Duration 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.

HSBC Medium Duration Fund - Regular Growth vs UTI Medium Duration Fund - Direct Plan - Growth Option

Q: HSBC Medium Duration Fund - Regular Growth vs UTI Medium Duration Fund - Direct Plan - Growth Option — which has given better returns?

HSBC Medium Duration Fund - Regular Growth has a 1-year return of 5.83% versus UTI Medium Duration Fund - Direct Plan - Growth Option's 4.99%. 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.

HSBC Medium Duration Fund - Regular Growth

HSBC Mutual Fund

★★★★★

Debt · Medium Duration

UTI Medium Duration Fund - Direct Plan - Growth Option

UTI Mutual Fund

★★★★★

Debt · Medium Duration

Metric	HSBC Medium Duration F...	UTI Medium Duration Fu...
NAV	₹23.81	₹20.7
Star Rating	★	★★
Expense Ratio	0.41%	0.84%
AUM	₹693 Cr	₹38 Cr
1M Return	+0.71%	+0.79%
3M Return	+2.08%	+2.03%
6M Return	+3.67%	+3.09%
1Y Return	+5.83%	+4.99%
3Y CAGR	+7.95%	+7.11%
5Y CAGR	+6.93%	+6.83%
Risk Level	—	—
Fund Manager	Jalpan Shah	Amandeep Chopra, Ritesh Nambiar

open_in_new View Fund A open_in_new View Fund B

Compare More Funds SIP Calculator SIP vs Lumpsum Guide ELSS Tax Saving Funds