HSBC Value Fund - Direct Growth vs Kotak Contra Fund - Direct Plan - Growth — which has given better returns?

HSBC Value Fund - Direct Growth has a 1-year return of 3.38% versus Kotak Contra Fund - Direct Plan - Growth's 2.83%. 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 Kotak Contra Fund - Direct Plan - Growth?

HSBC Value Fund - Direct Growth's expense ratio is 0.91% versus Kotak Contra Fund - Direct Plan - Growth's 0.7938%. 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 Kotak Contra Fund - Direct 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 Value Fund - Direct Growth vs Kotak Contra Fund - Direct Plan - Growth

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

HSBC Value Fund - Direct Growth

HSBC Mutual Fund

★★★★★

Equity · Value Oriented

Kotak Contra Fund - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Value Oriented

Metric	HSBC Value Fund - Dire...	Kotak Contra Fund - Di...
NAV	₹126.87	₹181.07
Star Rating	★★★★	★★★★
Expense Ratio	0.91%	0.7938%
AUM	₹14,828 Cr	₹5,331 Cr
1M Return	+5.05%	+2.84%
3M Return	+3.75%	+4.27%
6M Return	+2.12%	+0.13%
1Y Return	+3.38%	+2.83%
3Y CAGR	+20.19%	+17.72%
5Y CAGR	+18.43%	+16.37%
Risk Level	—	—
Fund Manager	Sonal Gupta	Deepak Gupta

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