HDFC Low Duration Fund - Direct Plan - Growth vs TATA Focused 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 to be the stronger option based on its higher star rating of 5 and better returns, particularly with a 3Y CAGR of 14.53% and a 5Y CAGR of 14.75%, compared to TATA Focused Fund Direct Plan's lower returns of 8.02% and 2.5% over the same periods. However, investors should note the tradeoff of a higher expense ratio of 0.75% for HDFC compared to TATA's 1.02%, which may impact net returns. Overall, for investors choosing between these two funds, HDFC Low Duration Fund offers a more robust performance profile despite a slightly lower expense ratio.
HDFC Low Duration Fund - Direct Plan - Growth
HDFC Mutual Fund
★★★★★
Equity · Flexi Cap
TATA Focused Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
Axis Mutual Fund
★★★★★
Equity · Flexi Cap
| Metric | HDFC Low Duration Fund... | TATA Focused Fund Dire... |
|---|---|---|
| NAV | ₹2166.94 | ₹61.68 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.75% | 1.02% |
| AUM | ₹108,546 Cr | ₹10,476 Cr |
| 1M Return | -3.33% | -5.88% |
| 3M Return | -3.31% | -1.31% |
| 6M Return | +1.02% | +6.6% |
| 1Y Return | -3.32% | -4.55% |
| 3Y CAGR | +14.53% | +8.02% |
| 5Y CAGR | +14.75% | +2.5% |
| Risk Level | — | — |
| Fund Manager | Prashant Jain | Jinesh Gopani |