HDFC Low Duration Fund - Direct Plan - Growth vs Kotak Nifty Alpha 50 Index Fund - Direct Plan - Growth

Side-by-side comparison of NAV, returns, expense ratio and star rating.

TopFund Analysis

HDFC Low Duration Fund - Direct Plan - Growth appears stronger than Kotak Nifty Alpha 50 Index Fund - Direct Plan - Growth, boasting a higher star rating of 5 compared to Kotak's 2, and significantly better long-term returns with a 5Y CAGR of 14.75% versus Kotak's lack of available data. However, the tradeoff is that HDFC has a lower expense ratio of 0.75%, which is more favorable than Kotak's 1.0881%, but the latter has a much smaller AUM of ₹55 Cr, indicating potential liquidity concerns. For investors deciding between these two funds, HDFC Low Duration Fund offers a more robust performance profile with lower costs.

HDFC Mutual Fund

HDFC Low Duration Fund - Direct Plan - Growth

HDFC Mutual Fund

★★★★★

Equity · Flexi Cap

Kotak Mahindra Mutual Fund

Kotak Nifty Alpha 50 Index Fund - Direct Plan - Growth

Kotak Mahindra Mutual Fund

★★★★★

Equity · Flexi Cap

Metric HDFC Low Duration Fund... Kotak Nifty Alpha 50 I...
NAV ₹2166.94 ₹9.59
Star Rating ★★★★★ ★★
Expense Ratio 0.75% 1.0881%
AUM ₹108,546 Cr ₹55 Cr
1M Return -3.33% -11.69%
3M Return -3.31% -7.37%
6M Return +1.02% -3.4%
1Y Return -3.32% -3.58%
3Y CAGR +14.53% —
5Y CAGR +14.75% —
Risk Level — —
Fund Manager Prashant Jain Abhishek Bisen