Which has the lower expense ratio, Kotak FMP Series 300 - Direct Plan - Growth or Union Fixed Maturity Plan - Series 13 - Direct Plan - Growth Option?

Kotak FMP Series 300 - Direct Plan - Growth's expense ratio is 0.24% versus Union Fixed Maturity Plan - Series 13 - Direct Plan - Growth Option's 0.24%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both Kotak FMP Series 300 - Direct Plan - Growth and Union Fixed Maturity Plan - Series 13 - 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.

Kotak FMP Series 300 - Direct Plan - Growth vs Union Fixed Maturity Plan - Series 13 - Direct Plan - Growth Option

Q: Kotak FMP Series 300 - Direct Plan - Growth vs Union Fixed Maturity Plan - Series 13 - Direct Plan - Growth Option — which has given better returns?

Kotak FMP Series 300 - Direct Plan - Growth has a 1-year return of 6.11% versus Union Fixed Maturity Plan - Series 13 - Direct Plan - Growth Option's 5.99%. 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.

Kotak FMP Series 300 - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

IDF · Gold

Union Fixed Maturity Plan - Series 13 - Direct Plan - Growth Option

Union Mutual Fund

★★★★★

IDF · Gold

Metric	Kotak FMP Series 300 -...	Union Fixed Maturity P...
NAV	₹12.58	₹12.31
Star Rating	★★★★	★★★★
Expense Ratio	0.24%	0.24%
AUM	₹15,811 Cr	₹17,647 Cr
1M Return	+0.5%	+0.46%
3M Return	+1.32%	+1.3%
6M Return	+2.77%	+2.7%
1Y Return	+6.11%	+5.99%
3Y CAGR	+7.11%	+6.92%
5Y CAGR	+26.27%	+25.81%
Risk Level	—	—
Fund Manager	Raviprakash Sharma	Raviprakash Sharma

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