Axis Nifty 500 Index Fund - Direct Plan - Growth Option 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 outperforms Axis Nifty 500 Index Fund - Direct Plan - Growth Option on several metrics, particularly in returns with a 1-year loss of only -3.32% compared to Axis's -6.01%, and impressive 3Y and 5Y CAGR figures of 14.53% and 14.75%, respectively. However, this comes with a higher expense ratio of 0.75% compared to Axis's 0.17%, which could impact net returns over time. For investors choosing between these funds, HDFC's stronger performance and higher AUM may appeal despite the higher cost.

Axis Mutual Fund

Axis Nifty 500 Index Fund - Direct Plan - Growth Option

Axis Mutual Fund

★★★★★

Equity · Flexi Cap

HDFC Mutual Fund

HDFC Low Duration Fund - Direct Plan - Growth

HDFC Mutual Fund

★★★★★

Equity · Flexi Cap

Metric Axis Nifty 500 Index F... HDFC Low Duration Fund...
NAV ₹9.69 ₹2166.94
Star Rating ★★ ★★★★★
Expense Ratio 0.17% 0.75%
AUM ₹313 Cr ₹108,546 Cr
1M Return -3.5% -3.33%
3M Return -5.37% -3.31%
6M Return -3.07% +1.02%
1Y Return -6.01% -3.32%
3Y CAGR — +14.53%
5Y CAGR — +14.75%
Risk Level — —
Fund Manager Karthik Kumar Prashant Jain