HDFC Low Duration Fund - Direct Plan - Growth vs SBI Retirement Benefit Fund - Aggressive Plan - 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 the provided metrics, boasting a higher star rating of 5 and better long-term returns with a 5Y CAGR of 14.75% compared to SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth's 9.22%. While HDFC's expense ratio is lower at 0.75%, SBI's is higher at 1.13%, which could impact net returns over time. Investors should consider HDFC for its superior performance and lower costs, while being aware of the tradeoff in AUM size, as HDFC has significantly higher assets under management.
HDFC Low Duration Fund - Direct Plan - Growth
HDFC Mutual Fund
★★★★★
Equity · Flexi Cap
SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth
SBI Mutual Fund
★★★★★
Equity · Flexi Cap
| Metric | HDFC Low Duration Fund... | SBI Retirement Benefit... |
|---|---|---|
| NAV | ₹2166.94 | ₹20.83 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.75% | 1.13% |
| AUM | ₹108,546 Cr | ₹3,066 Cr |
| 1M Return | -3.33% | -1.58% |
| 3M Return | -3.31% | -3.39% |
| 6M Return | +1.02% | +0.84% |
| 1Y Return | -3.32% | -3.63% |
| 3Y CAGR | +14.53% | +7.45% |
| 5Y CAGR | +14.75% | +9.22% |
| Risk Level | — | — |
| Fund Manager | Prashant Jain | Dinesh Ahuja |