HDFC Low Duration Fund - Direct Plan - Growth vs Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-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, showcasing a higher star rating of 5 and significantly better returns with a 3Y CAGR of 14.53% and a 5Y CAGR of 14.75%, compared to Sundaram Focused Fund's 3Y CAGR of 8.74% and 5Y CAGR of 8.09%. However, this comes with a lower expense ratio of 0.75% versus Sundaram's 1.35%, indicating a tradeoff between cost efficiency and performance. For investors choosing between these two funds, HDFC Low Duration Fund offers a more robust performance track record, making it a compelling option despite its larger AUM.
HDFC Low Duration Fund - Direct Plan - Growth
HDFC Mutual Fund
★★★★★
Equity · Flexi Cap
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option
Sundaram Mutual Fund
★★★★★
Equity · Flexi Cap
| Metric | HDFC Low Duration Fund... | Sundaram Focused Fund ... |
|---|---|---|
| NAV | ₹2166.94 | ₹176.86 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.75% | 1.35% |
| AUM | ₹108,546 Cr | ₹1,096 Cr |
| 1M Return | -3.33% | -4.35% |
| 3M Return | -3.31% | -2.11% |
| 6M Return | +1.02% | +4.55% |
| 1Y Return | -3.32% | -1.34% |
| 3Y CAGR | +14.53% | +8.74% |
| 5Y CAGR | +14.75% | +8.09% |
| Risk Level | — | — |
| Fund Manager | Prashant Jain | Dhimant Shah |