Which has the lower expense ratio, HSBC Medium to Long Duration Fund - Direct Growth or UTI Medium to Long Duration Fund-Growth - Direct?

HSBC Medium to Long Duration Fund - Direct Growth's expense ratio is 0.69% versus UTI Medium to Long Duration Fund-Growth - Direct's 1.3%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both HSBC Medium to Long Duration Fund - Direct Growth and UTI Medium to Long Duration 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.

HSBC Medium to Long Duration Fund - Direct Growth vs UTI Medium to Long Duration Fund-Growth - Direct

Q: HSBC Medium to Long Duration Fund - Direct Growth vs UTI Medium to Long Duration Fund-Growth - Direct — which has given better returns?

HSBC Medium to Long Duration Fund - Direct Growth has a 1-year return of 3.56% versus UTI Medium to Long Duration Fund-Growth - Direct's 3.35%. 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 to Long Duration Fund - Direct Growth

HSBC Mutual Fund

★★★★★

Debt · Medium to Long Duration

UTI Medium to Long Duration Fund-Growth - Direct

UTI Mutual Fund

★★★★★

Debt · Medium to Long Duration

Metric	HSBC Medium to Long Du...	UTI Medium to Long Dur...
NAV	₹48.82	₹83.14
Star Rating	★★★	★★
Expense Ratio	0.69%	1.3%
AUM	₹49 Cr	₹303 Cr
1M Return	+1.17%	+0.73%
3M Return	+2.06%	+1.93%
6M Return	+2.97%	+2.82%
1Y Return	+3.56%	+3.35%
3Y CAGR	+6.76%	+6.46%
5Y CAGR	+5.66%	+8.7%
Risk Level	—	—
Fund Manager	Sanjay Shah	Amandeep Chopra

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