HDFC Low Duration Fund - Direct Plan - Growth vs JM Focused Fund (Direct) - 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 the metrics provided, boasting a higher 5-year CAGR of 14.75% compared to JM Focused Fund's 10.46%. Additionally, HDFC's lower expense ratio of 0.75% versus JM's 1.25% enhances its appeal for cost-conscious investors. However, JM Focused Fund has a significantly lower AUM of ₹273 Cr, which may indicate less stability or investor confidence compared to HDFC's substantial ₹108546 Cr. For investors choosing between them, HDFC Low Duration Fund offers better returns and lower costs, making it a more attractive option.

HDFC Mutual Fund

HDFC Low Duration Fund - Direct Plan - Growth

HDFC Mutual Fund

★★★★★

Equity · Flexi Cap

JM Financial Mutual Fund

JM Focused Fund (Direct) - Growth Option

JM Financial Mutual Fund

★★★★★

Equity · Flexi Cap

Metric HDFC Low Duration Fund... JM Focused Fund (Direc...
NAV ₹2166.94 ₹22.93
Star Rating ★★★★★ ★★★
Expense Ratio 0.75% 1.25%
AUM ₹108,546 Cr ₹273 Cr
1M Return -3.33% -2.71%
3M Return -3.31% -4.01%
6M Return +1.02% +1.68%
1Y Return -3.32% -4.94%
3Y CAGR +14.53% +10.46%
5Y CAGR +14.75% +10.46%
Risk Level — —
Fund Manager Prashant Jain Asit Bhandarkar, Chaitanya Choksi