ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH vs HDFC Low Duration Fund - Direct Plan - Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
HDFC Low Duration Fund - Direct Plan - Growth appears stronger based on its higher star rating of 5 and significantly better 3-year and 5-year CAGR returns of 14.53% and 14.75%, respectively, compared to ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH's 10.43% and 8.64%. However, investors should note the tradeoff in AUM, as HDFC has a much larger asset base of ₹108546 Cr compared to Aditya Birla's ₹1197 Cr, which may indicate different levels of investor confidence and market presence. For investors deciding between these funds, HDFC Low Duration Fund offers stronger performance metrics but comes with a larger scale and lower expense ratio.
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH
Aditya Birla Sun Life Mutual Fund
★★★★★
Equity · Flexi Cap
HDFC Low Duration Fund - Direct Plan - Growth
HDFC Mutual Fund
★★★★★
Equity · Flexi Cap
| Metric | ADITYA BIRLA SUN LIFE ... | HDFC Low Duration Fund... |
|---|---|---|
| NAV | ₹22.22 | ₹2166.94 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 1.17% | 0.75% |
| AUM | ₹1,197 Cr | ₹108,546 Cr |
| 1M Return | -2.67% | -3.33% |
| 3M Return | -4.47% | -3.31% |
| 6M Return | -0.49% | +1.02% |
| 1Y Return | -3.05% | -3.32% |
| 3Y CAGR | +10.43% | +14.53% |
| 5Y CAGR | +8.64% | +14.75% |
| Risk Level | — | — |
| Fund Manager | Ajay Garg | Prashant Jain |