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

HSBC Value Fund - Direct Growth has a 1-year return of 0.07% versus Sundaram Value Fund Direct Plan - Growth's -8.11%. 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 Sundaram Value Fund Direct Plan - Growth?

HSBC Value Fund - Direct Growth's expense ratio is 0.88% versus Sundaram Value Fund Direct Plan - Growth's 1.78%. 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 Sundaram Value 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 Sundaram Value 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

Sundaram Value Fund Direct Plan - Growth

Sundaram Mutual Fund

★★★★★

Equity · Value Oriented

Metric	HSBC Value Fund - Dire...	Sundaram Value Fund Di...
NAV	₹122.96	₹213.06
Star Rating	★★★★★	★
Expense Ratio	0.88%	1.78%
AUM	₹15,372 Cr	₹1,284 Cr
1M Return	-5.07%	-5.44%
3M Return	-4.41%	-5.42%
6M Return	+5.23%	+1.07%
1Y Return	+0.07%	-8.11%
3Y CAGR	+14.48%	+5.44%
5Y CAGR	+14.44%	+6.98%
Risk Level	—	—
Fund Manager	Sonal Gupta	S Krishnakumar

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