HDFC Low Duration Fund - Direct Plan - Growth vs THE WEALTH COMPANY FLEXI CAP FUND - DIRECT GROWTH
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
HDFC Low Duration Fund - Direct Plan - Growth appears stronger due to its higher star rating of 5 and significantly better returns over the past year and in the 3Y and 5Y CAGR metrics, achieving 14.53% and 14.75% respectively, compared to the negative return of -8.0% for THE WEALTH COMPANY FLEXI CAP FUND. However, it has a lower expense ratio of 0.75% compared to 1.84% for the latter, which may indicate a tradeoff between higher costs and lower performance. For investors choosing between these funds, HDFC Low Duration Fund offers a more attractive performance profile, while THE WEALTH COMPANY FLEXI CAP FUND has a much smaller AUM, which could imply higher volatility.
HDFC Low Duration Fund - Direct Plan - Growth
HDFC Mutual Fund
★★★★★
Equity · Flexi Cap
THE WEALTH COMPANY FLEXI CAP FUND - DIRECT GROWTH
The Wealth Company Mutual Fund
★★★★★
Equity · Flexi Cap
| Metric | HDFC Low Duration Fund... | THE WEALTH COMPANY FLE... |
|---|---|---|
| NAV | ₹2166.94 | ₹9.22 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.75% | 1.84% |
| AUM | ₹108,546 Cr | ₹238 Cr |
| 1M Return | -3.33% | -4.61% |
| 3M Return | -3.31% | -8.89% |
| 6M Return | +1.02% | -7.46% |
| 1Y Return | -3.32% | -8.0% |
| 3Y CAGR | +14.53% | — |
| 5Y CAGR | +14.75% | — |
| Risk Level | — | — |
| Fund Manager | Prashant Jain | Umesh Sharma |