HDFC Low Duration Fund - Direct Plan - Growth vs SBI Nifty 500 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 based on its higher star rating of 5 and better long-term returns, with a 5-year CAGR of 14.75% compared to SBI Nifty 500 Index Fund- Direct Plan- Growth's lower star rating of 2 and lack of available long-term return data. However, HDFC’s higher expense ratio of 0.75% versus SBI’s 0.34% could be a meaningful tradeoff for investors, as it may impact net returns over time. Investors should consider the balance between HDFC's higher performance potential and expense ratio when choosing between these funds.
HDFC Low Duration Fund - Direct Plan - Growth
HDFC Mutual Fund
★★★★★
Equity · Flexi Cap
SBI Nifty 500 Index Fund- Direct Plan- Growth
SBI Mutual Fund
★★★★★
Equity · Flexi Cap
| Metric | HDFC Low Duration Fund... | SBI Nifty 500 Index Fu... |
|---|---|---|
| NAV | ₹2166.94 | ₹9.2 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.75% | 0.34% |
| AUM | ₹108,546 Cr | ₹733 Cr |
| 1M Return | -3.33% | -3.53% |
| 3M Return | -3.31% | -5.44% |
| 6M Return | +1.02% | -3.2% |
| 1Y Return | -3.32% | -6.07% |
| 3Y CAGR | +14.53% | — |
| 5Y CAGR | +14.75% | — |
| Risk Level | — | — |
| Fund Manager | Prashant Jain | Viral Chhadva |