HDFC Low Duration Fund - Direct Plan - Growth vs Tata Retirement Savings Fund- Progressive Plan -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 higher star rating of 5 and superior returns, particularly in the 3Y CAGR and 5Y CAGR at 14.53% and 14.75%, compared to Tata Retirement Savings Fund- Progressive Plan -Direct Plan-Growth Option's 10.87% and 8.91%. However, HDFC's lower expense ratio of 0.75% offers a slight edge over Tata's 0.82%, which may benefit long-term investors despite the latter's smaller AUM of ₹2104 Cr versus HDFC's ₹108546 Cr. Investors should consider HDFC's stronger performance metrics against Tata's higher expense ratio when making their choice.
HDFC Low Duration Fund - Direct Plan - Growth
HDFC Mutual Fund
★★★★★
Equity · Flexi Cap
Tata Retirement Savings Fund- Progressive Plan -Direct Plan-Growth Option
Tata Mutual Fund
★★★★★
Equity · Flexi Cap
| Metric | HDFC Low Duration Fund... | Tata Retirement Saving... |
|---|---|---|
| NAV | ₹2166.94 | ₹79.1 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.75% | 0.82% |
| AUM | ₹108,546 Cr | ₹2,104 Cr |
| 1M Return | -3.33% | -6.08% |
| 3M Return | -3.31% | -6.88% |
| 6M Return | +1.02% | -0.59% |
| 1Y Return | -3.32% | -2.35% |
| 3Y CAGR | +14.53% | +10.87% |
| 5Y CAGR | +14.75% | +8.91% |
| Risk Level | — | — |
| Fund Manager | Prashant Jain | Murthy Nagarajan, Sonam Udasi |