HSBC Short Duration Fund - Direct Growth vs Kotak Bond Short Term Plan-(Growth) — which has given better returns?

HSBC Short Duration Fund - Direct Growth has a 1-year return of 4.77% versus Kotak Bond Short Term Plan-(Growth)'s 4.14%. 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, HSBC Short Duration Fund - Direct Growth or Kotak Bond Short Term Plan-(Growth)?

HSBC Short Duration Fund - Direct Growth's expense ratio is 0.32% versus Kotak Bond Short Term Plan-(Growth)'s 0.39%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both HSBC Short Duration Fund - Direct Growth and Kotak Bond Short Term Plan-(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.

HSBC Short Duration Fund - Direct Growth vs Kotak Bond Short Term Plan-(Growth)

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

HSBC Short Duration Fund - Direct Growth

HSBC Mutual Fund

★★★★★

Income/Debt Oriented · Short Term Fund

Kotak Bond Short Term Plan-(Growth)

Kotak Mahindra Mutual Fund

★★★★★

Income/Debt Oriented · Short Term Fund

Metric	HSBC Short Duration Fu...	Kotak Bond Short Term ...
NAV	₹29.98	₹55.26
Star Rating	★★★★★	★★★★
Expense Ratio	0.32%	0.39%
AUM	₹4,184 Cr	₹14,291 Cr
1M Return	-0.12%	-0.12%
3M Return	+0.69%	+0.57%
6M Return	+2.72%	+2.35%
1Y Return	+4.77%	+4.14%
3Y CAGR	+7.32%	+6.68%
5Y CAGR	+6.26%	+5.61%
Risk Level	—	—
Fund Manager	Jalpan Shah	Deepak Agrawal

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