HDFC Low Duration Fund - Direct Plan - Growth vs Helios Flexi Cap Fund - Direct 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 stronger based on its higher star rating of 5 and better long-term returns, with a 5Y CAGR of 14.75% compared to Helios Flexi Cap Fund's lack of 3Y and 5Y return data. However, investors should note the tradeoff of a slightly lower expense ratio at 0.75% for HDFC compared to 0.86% for Helios, which may impact net returns over time. For investors choosing between these funds, HDFC Low Duration Fund offers a more established performance record, while Helios Flexi Cap Fund has a smaller AUM and lower rating.
HDFC Low Duration Fund - Direct Plan - Growth
HDFC Mutual Fund
★★★★★
Equity · Flexi Cap
Helios Flexi Cap Fund - Direct Plan - Growth Option
Helios Mutual Fund
★★★★★
Equity · Flexi Cap
| Metric | HDFC Low Duration Fund... | Helios Flexi Cap Fund ... |
|---|---|---|
| NAV | ₹2166.94 | ₹15.45 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.75% | 0.86% |
| AUM | ₹108,546 Cr | ₹8,783 Cr |
| 1M Return | -3.33% | -4.75% |
| 3M Return | -3.31% | -3.8% |
| 6M Return | +1.02% | +7.37% |
| 1Y Return | -3.32% | +0.06% |
| 3Y CAGR | +14.53% | — |
| 5Y CAGR | +14.75% | — |
| Risk Level | — | — |
| Fund Manager | Prashant Jain | Alok Bahl |