HDFC Low Duration Fund - Direct Plan - Growth vs Sundaram Focused Fund (Formerly Known as Principal Focused Multicap 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 metrics, boasting a higher star rating of 5 and better returns across all timeframes, including a 5Y CAGR of 14.75% compared to Sundaram Focused Fund's 7.76%. However, this comes with a lower expense ratio of 0.75%, while Sundaram Focused Fund has a significantly higher expense ratio of 1.36%, which may impact net returns. For investors choosing between these funds, HDFC Low Duration Fund offers superior performance but at a lower cost, making it a more appealing option.
HDFC Low Duration Fund - Direct Plan - Growth
HDFC Mutual Fund
★★★★★
Equity · Flexi Cap
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)- Direct Plan - Growth Option
Sundaram Mutual Fund
★★★★★
Equity · Flexi Cap
| Metric | HDFC Low Duration Fund... | Sundaram Focused Fund ... |
|---|---|---|
| NAV | ₹2166.94 | ₹173.54 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.75% | 1.36% |
| AUM | ₹108,546 Cr | ₹1,031 Cr |
| 1M Return | -3.33% | -5.43% |
| 3M Return | -3.31% | -3.87% |
| 6M Return | +1.02% | +0.37% |
| 1Y Return | -3.32% | -4.11% |
| 3Y CAGR | +14.53% | +9.64% |
| 5Y CAGR | +14.75% | +7.76% |
| Risk Level | — | — |
| Fund Manager | Prashant Jain | Dhimant Shah |