Which has the lower expense ratio, Bajaj Finserv Low Duration Fund - Direct - Growth or HDFC Balanced Advantage Fund - Growth Plan - Direct Plan?

Bajaj Finserv Low Duration Fund - Direct - Growth's expense ratio is 1.0% versus HDFC Balanced Advantage Fund - Growth Plan - Direct Plan's 0.78%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both Bajaj Finserv Low Duration Fund - Direct - Growth and HDFC Balanced Advantage Fund - Growth Plan - Direct Plan?

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.

Bajaj Finserv Low Duration Fund - Direct - Growth vs HDFC Balanced Advantage Fund - Growth Plan - Direct Plan

Q: Bajaj Finserv Low Duration Fund - Direct - Growth vs HDFC Balanced Advantage Fund - Growth Plan - Direct Plan — which has given better returns?

Bajaj Finserv Low Duration Fund - Direct - Growth has a 1-year return of 0.37% versus HDFC Balanced Advantage Fund - Growth Plan - Direct Plan's -2.61%. 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.

Bajaj Finserv Low Duration Fund - Direct - Growth

Bajaj Finserv Mutual Fund

★★★★★

Hybrid · Dynamic Asset Allocation

HDFC Balanced Advantage Fund - Growth Plan - Direct Plan

HDFC Mutual Fund

★★★★★

Hybrid · Dynamic Asset Allocation

Metric	Bajaj Finserv Low Dura...	HDFC Balanced Advantag...
NAV	₹11.81	₹546.11
Star Rating	★★	★★★★★
Expense Ratio	1.0%	0.78%
AUM	₹1,206 Cr	₹107,295 Cr
1M Return	-2.25%	-4.22%
3M Return	-2.43%	-3.6%
6M Return	+2.35%	+2.84%
1Y Return	+0.37%	-2.61%
3Y CAGR	—	+9.94%
5Y CAGR	—	+13.17%
Risk Level	—	—
Fund Manager	Sorbh Gupta	Srinivas Rao Ravuri

View Fund A View Fund B

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