Which has the lower expense ratio, HSBC Value Fund - Direct Growth or UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option?

HSBC Value Fund - Direct Growth's expense ratio is 0.88% versus UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option's 0.73%. 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 UTI Nifty 500 Value 50 Index Fund - Direct Plan - 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 UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option

Q: HSBC Value Fund - Direct Growth vs UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option — which has given better returns?

HSBC Value Fund - Direct Growth has a 1-year return of 0.07% versus UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option's 1.04%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

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

HSBC Value Fund - Direct Growth

HSBC Mutual Fund

★★★★★

Equity · Value Oriented

UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option

UTI Mutual Fund

★★★★★

Equity · Value Oriented

Metric	HSBC Value Fund - Dire...	UTI Nifty 500 Value 50...
NAV	₹122.96	₹20.49
Star Rating	★★★★★	★★★★★
Expense Ratio	0.88%	0.73%
AUM	₹15,372 Cr	₹838 Cr
1M Return	-5.07%	-5.98%
3M Return	-4.41%	-7.98%
6M Return	+5.23%	-11.58%
1Y Return	+0.07%	+1.04%
3Y CAGR	+14.48%	+18.63%
5Y CAGR	+14.44%	—
Risk Level	—	—
Fund Manager	Sonal Gupta	Ayush Jain

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