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

HSBC Value Fund - Direct Growth has a 1-year return of 3.38% versus UTI Value Fund - Direct Plan - Growth Option's -1.39%. 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 UTI Value Fund - Direct Plan - Growth Option?

HSBC Value Fund - Direct Growth's expense ratio is 0.91% versus UTI Value Fund - Direct Plan - Growth Option's 1.2%. 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 Value 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 Value Fund - Direct Plan - Growth Option

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

HSBC Value Fund - Direct Growth

HSBC Mutual Fund

★★★★★

Equity · Value Oriented

UTI Value Fund - Direct Plan - Growth Option

UTI Mutual Fund

★★★★★

Equity · Value Oriented

Metric	HSBC Value Fund - Dire...	UTI Value Fund - Direc...
NAV	₹126.87	₹181.08
Star Rating	★★★★	★★★
Expense Ratio	0.91%	1.2%
AUM	₹14,828 Cr	₹9,439 Cr
1M Return	+5.05%	+5.79%
3M Return	+3.75%	+4.11%
6M Return	+2.12%	-2.3%
1Y Return	+3.38%	-1.39%
3Y CAGR	+20.19%	+15.6%
5Y CAGR	+18.43%	+13.52%
Risk Level	—	—
Fund Manager	Sonal Gupta	Vetri Subramaniam, Amit Premchandani

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