HSBC Value Fund - Direct Growth vs JM Value Fund (Direct) - Growth Option — which has given better returns?

HSBC Value Fund - Direct Growth has a 1-year return of 0.07% versus JM Value Fund (Direct) - Growth Option's -1.74%. 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 Value Fund - Direct Growth or JM Value Fund (Direct) - Growth Option?

HSBC Value Fund - Direct Growth's expense ratio is 0.88% versus JM Value Fund (Direct) - Growth Option's 1.57%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both HSBC Value Fund - Direct Growth and JM Value Fund (Direct) - 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 Value Fund - Direct Growth vs JM Value Fund (Direct) - Growth Option

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

HSBC Value Fund - Direct Growth

HSBC Mutual Fund

★★★★★

Equity · Value Oriented

JM Value Fund (Direct) - Growth Option

JM Financial Mutual Fund

★★★★★

Equity · Value Oriented

Metric	HSBC Value Fund - Dire...	JM Value Fund (Direct)...
NAV	₹122.96	₹107.39
Star Rating	★★★★★	★★
Expense Ratio	0.88%	1.57%
AUM	₹15,372 Cr	₹817 Cr
1M Return	-5.07%	-3.34%
3M Return	-4.41%	-0.71%
6M Return	+5.23%	+14.86%
1Y Return	+0.07%	-1.74%
3Y CAGR	+14.48%	+11.66%
5Y CAGR	+14.44%	+13.87%
Risk Level	—	—
Fund Manager	Sonal Gupta	Asit Bhandarkar

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