HDFC Low Duration Fund - Direct Plan - Growth vs TATA Flexi Cap Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
HDFC Low Duration Fund - Direct Plan - Growth appears stronger across the metrics, boasting 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 TATA Flexi Cap Fund's 3Y CAGR of 8.38% and 5Y CAGR of 7.62%. However, investors should note that HDFC's expense ratio is lower at 0.75% compared to TATA's 0.88%, which could be a tradeoff for those prioritizing cost efficiency. For investors choosing between these funds, HDFC Low Duration Fund offers superior performance but at a slightly lower expense ratio.
HDFC Low Duration Fund - Direct Plan - Growth
HDFC Mutual Fund
★★★★★
Equity · Flexi Cap
TATA Flexi Cap Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option
Tata Mutual Fund
★★★★★
Equity · Flexi Cap
| Metric | HDFC Low Duration Fund... | TATA Flexi Cap Fund - ... |
|---|---|---|
| NAV | ₹2166.94 | ₹25.17 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.75% | 0.88% |
| AUM | ₹108,546 Cr | ₹3,454 Cr |
| 1M Return | -3.33% | -3.5% |
| 3M Return | -3.31% | -6.37% |
| 6M Return | +1.02% | -5.91% |
| 1Y Return | -3.32% | -9.37% |
| 3Y CAGR | +14.53% | +8.38% |
| 5Y CAGR | +14.75% | +7.62% |
| Risk Level | — | — |
| Fund Manager | Prashant Jain | Sonam Udasi |