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 3.38% versus JM Value Fund (Direct) - Growth Option's -4.44%. 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 0.91% versus JM Value Fund (Direct) - Growth Option's 1.49%. 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	₹126.87	₹104.83
Star Rating	★★★★	★★
Expense Ratio	0.91%	1.49%
AUM	₹14,828 Cr	₹805 Cr
1M Return	+5.05%	+5.87%
3M Return	+3.75%	+6.7%
6M Return	+2.12%	+1.98%
1Y Return	+3.38%	-4.44%
3Y CAGR	+20.19%	+16.03%
5Y CAGR	+18.43%	+16.66%
Risk Level	—	—
Fund Manager	Sonal Gupta	Asit Bhandarkar

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