Which has the lower expense ratio, Kotak FMP Series 300 - Direct Plan - Growth or UTI Quarterly Interval Fund - I -Direct Plan - Growth Option?

Kotak FMP Series 300 - Direct Plan - Growth's expense ratio is 0.24% versus UTI Quarterly Interval Fund - I -Direct Plan - Growth Option's 0.09%. 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 UTI Quarterly Interval Fund - I -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 UTI Quarterly Interval Fund - I -Direct Plan - Growth Option

Q: Kotak FMP Series 300 - Direct Plan - Growth vs UTI Quarterly Interval Fund - I -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 UTI Quarterly Interval Fund - I -Direct Plan - Growth Option's 6.49%. 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

UTI Quarterly Interval Fund - I -Direct Plan - Growth Option

UTI Mutual Fund

★★★★★

IDF · Gold

Metric	Kotak FMP Series 300 -...	UTI Quarterly Interval...
NAV	₹12.58	₹34.09
Star Rating	★★★★	★★★★★
Expense Ratio	0.24%	0.09%
AUM	₹15,811 Cr	₹1,346 Cr
1M Return	+0.5%	+0.43%
3M Return	+1.32%	+1.43%
6M Return	+2.77%	+2.97%
1Y Return	+6.11%	+6.49%
3Y CAGR	+7.11%	+6.33%
5Y CAGR	+26.27%	+5.0%
Risk Level	—	—
Fund Manager	Raviprakash Sharma	Ayush Jain

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