Which has the lower expense ratio, HDFC Floating Rate Debt Fund - Direct Plan - Growth Option or Tata Floating Rate Fund -Direct Plan-Growth?

HDFC Floating Rate Debt Fund - Direct Plan - Growth Option's expense ratio is 0.27% versus Tata Floating Rate Fund -Direct Plan-Growth's 0.31%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both HDFC Floating Rate Debt Fund - Direct Plan - Growth Option and Tata Floating Rate Fund -Direct Plan-Growth?

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.

HDFC Floating Rate Debt Fund - Direct Plan - Growth Option vs Tata Floating Rate Fund -Direct Plan-Growth

Q: HDFC Floating Rate Debt Fund - Direct Plan - Growth Option vs Tata Floating Rate Fund -Direct Plan-Growth — which has given better returns?

HDFC Floating Rate Debt Fund - Direct Plan - Growth Option has a 1-year return of 6.11% versus Tata Floating Rate Fund -Direct Plan-Growth'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.

HDFC Floating Rate Debt Fund - Direct Plan - Growth Option

HDFC Mutual Fund

★★★★★

Debt · Floater

Tata Floating Rate Fund -Direct Plan-Growth

Tata Mutual Fund

★★★★★

Debt · Floater

Metric	HDFC Floating Rate Deb...	Tata Floating Rate Fun...
NAV	₹54.5	₹13.87
Star Rating	★★★★	★★
Expense Ratio	0.27%	0.31%
AUM	₹16,451 Cr	₹116 Cr
1M Return	+0.58%	+0.64%
3M Return	+1.73%	+1.78%
6M Return	+3.46%	+3.42%
1Y Return	+6.11%	+5.99%
3Y CAGR	+7.81%	+7.61%
5Y CAGR	+6.9%	+6.73%
Risk Level	—	—
Fund Manager	Shobhit Mehrotra	Akhil Mittal

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