HDFC Low Duration Fund - Direct Plan - Growth vs TATA Flexi Cap Fund Direct Plan - Reinvestment 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 based on its higher star rating of 5 and significantly better returns, with a 1-year return of -3.32% compared to TATA Flexi Cap Fund's -11.43%, as well as superior 3-year and 5-year CAGR figures. However, it comes with a lower expense ratio of 0.75% compared to TATA's 0.89%, which may be a consideration for cost-conscious investors. Overall, HDFC Low Duration Fund offers better performance metrics, while TATA Flexi Cap Fund has a higher expense ratio and lower AUM, indicating a tradeoff between performance and cost.
HDFC Low Duration Fund - Direct Plan - Growth
HDFC Mutual Fund
★★★★★
Equity · Flexi Cap
TATA Flexi Cap Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Tata Mutual Fund
★★★★★
Equity · Flexi Cap
| Metric | HDFC Low Duration Fund... | TATA Flexi Cap Fund Di... |
|---|---|---|
| NAV | ₹2166.94 | ₹24.74 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.75% | 0.89% |
| AUM | ₹108,546 Cr | ₹3,454 Cr |
| 1M Return | -3.33% | -5.5% |
| 3M Return | -3.31% | -6.56% |
| 6M Return | +1.02% | -6.51% |
| 1Y Return | -3.32% | -11.43% |
| 3Y CAGR | +14.53% | +8.43% |
| 5Y CAGR | +14.75% | +7.37% |
| Risk Level | — | — |
| Fund Manager | Prashant Jain | Sonam Udasi |