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

JM Value Fund (Direct) - Growth Option's expense ratio is 1.57% 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 JM Value Fund (Direct) - Growth Option 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.

JM Value Fund (Direct) - Growth Option vs UTI Nifty 500 Value 50 Index Fund - Direct Plan - Growth Option

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

JM Value Fund (Direct) - Growth Option has a 1-year return of -1.74% 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.

JM Value Fund (Direct) - Growth Option

JM Financial Mutual Fund

★★★★★

Equity · Value Oriented

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

UTI Mutual Fund

★★★★★

Equity · Value Oriented

Metric	JM Value Fund (Direct)...	UTI Nifty 500 Value 50...
NAV	₹107.39	₹20.49
Star Rating	★★	★★★★★
Expense Ratio	1.57%	0.73%
AUM	₹817 Cr	₹838 Cr
1M Return	-3.34%	-5.98%
3M Return	-0.71%	-7.98%
6M Return	+14.86%	-11.58%
1Y Return	-1.74%	+1.04%
3Y CAGR	+11.66%	+18.63%
5Y CAGR	+13.87%	—
Risk Level	—	—
Fund Manager	Asit Bhandarkar	Ayush Jain

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