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 3.38% versus Sundaram Value Fund Direct Plan - Growth's -3.52%. 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 0.91% 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	₹126.87	₹221.83
Star Rating	★★★★	★
Expense Ratio	0.91%	1.78%
AUM	₹14,828 Cr	₹1,300 Cr
1M Return	+5.05%	+5.5%
3M Return	+3.75%	+1.83%
6M Return	+2.12%	-3.43%
1Y Return	+3.38%	-3.52%
3Y CAGR	+20.19%	+9.19%
5Y CAGR	+18.43%	+10.64%
Risk Level	—	—
Fund Manager	Sonal Gupta	S Krishnakumar

open_in_new View Fund A open_in_new View Fund B

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