HDFC Low Duration Fund - Direct Plan - Growth vs HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
HDFC Low Duration Fund - Direct Plan - Growth appears to be the stronger option based on its higher star rating of 5 and better performance metrics, with a 1Y return of -3.32% and 5Y CAGR of 14.75%, compared to HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option's 1Y return of -9.87% and 5Y CAGR of 10.83%. However, investors should note that HDFC Low Duration Fund has a lower expense ratio of 0.75% versus 0.92% for the retirement fund, which can be a meaningful tradeoff for those sensitive to costs. In summary, for investors choosing between these two funds, HDFC Low Duration Fund offers stronger returns and a lower expense ratio.
HDFC Low Duration Fund - Direct Plan - Growth
HDFC Mutual Fund
★★★★★
Equity · Flexi Cap
HDFC Retirement Savings Fund - Hybrid-Debt Plan - Growth Option
HDFC Mutual Fund
★★★★★
Equity · Flexi Cap
| Metric | HDFC Low Duration Fund... | HDFC Retirement Saving... |
|---|---|---|
| NAV | ₹2166.94 | ₹53.1 |
| Star Rating | ★★★★★ | ★★★★ |
| Expense Ratio | 0.75% | 0.92% |
| AUM | ₹108,546 Cr | ₹6,644 Cr |
| 1M Return | -3.33% | -0.75% |
| 3M Return | -3.31% | -4.49% |
| 6M Return | +1.02% | -3.2% |
| 1Y Return | -3.32% | -9.87% |
| 3Y CAGR | +14.53% | +9.08% |
| 5Y CAGR | +14.75% | +10.83% |
| Risk Level | — | — |
| Fund Manager | Prashant Jain | Shobhit Mehrotra, Chirag Setalvad, Rakesh Vyas |