HSBC Value Fund - Direct Growth vs SBI Nifty IT ETF — which has given better returns?

HSBC Value Fund - Direct Growth has a 1-year return of 0.07% versus SBI Nifty IT ETF's -8.34%. 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 SBI Nifty IT ETF?

HSBC Value Fund - Direct Growth's expense ratio is 0.88% versus SBI Nifty IT ETF's 0.08%. 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 SBI Nifty IT ETF?

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 SBI Nifty IT ETF

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

HSBC Value Fund - Direct Growth

HSBC Mutual Fund

★★★★★

Equity · Value Oriented

SBI Nifty IT ETF

SBI Mutual Fund

★★★★★

Equity · Value Oriented

Metric	HSBC Value Fund - Dire...	SBI Nifty IT ETF
NAV	₹122.96	₹9.95
Star Rating	★★★★★	★★
Expense Ratio	0.88%	0.08%
AUM	₹15,372 Cr	—
1M Return	-5.07%	+9.94%
3M Return	-4.41%	+11.48%
6M Return	+5.23%	+1.24%
1Y Return	+0.07%	-8.34%
3Y CAGR	+14.48%	+2.14%
5Y CAGR	+14.44%	-0.47%
Risk Level	—	—
Fund Manager	Sonal Gupta	Viral Chhadva

View Fund A View Fund B

Compare More Funds SIP Calculator SIP vs Lumpsum Guide ELSS Tax Saving Funds