- Mutual Funds
- HDFC Mutual Funds
- HDFC Flexi Cap Fund (Growth)
Formerly HDFC Equity Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1454.248
NAV (Dec 7)
Fund Returns
Last 1Y | 23.8% |
Last 3Y | 27.9% |
Last 5Y | 19.1% |
Last 10Y | 17.2% |
Since Inception | 18.8% |
6 Month CAGR | 19.3% |
Scheme Information
To generate capital appreciation / income from a portfolio,predominantly invested in equity & equity related instruments. There is no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 1.59 |
Launched (28y ago) | Jan 01, 1995 |
AUM in Crores | 39395.619 |
ISIN | INF179K01608 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.9 |
Standard Deviation (5yr) | 20.8 |
Beta (3yr) | 0.99 |
Beta (5yr) | 1.04 |
Sharpe Ratio (3yr) | 1.458 |
Sharpe Ratio (5yr) | 0.656 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Flexi Cap Fund (Growth) | 11,87,405 | 4,54,793 | 19.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
9.2%hdfc bank ltd
9.2%treps - tri-party repo
7.7%ntpc ltd
5.4%hcl technologies ltd
5%Allocation by Sector
financial services
35.9%healthcare
11.5%technology
10.7%industrials
8.3%utilities
7.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,816 cr | ||
₹ 9,101 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
28% | 12.8% | ||
7.1% | 5.5% | ||
5.4% | 7.8% | ||
4.6% | 5.8% | ||
8.7% | 6.2% |
HDFC Flexi Cap Fund (G) Review
HDFC Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 18.8% over a period of 28 years. The fund was previously known as HDFC Equity Gr. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Dhruv Muchhal, Priya Ranjan, Roshi Jain.
Nav of HDFC Flexi Cap Fund (G) as of 12/7/2023 is ₹1454.25 with the total AUM as of 12/8/2023 is ₹39395.619. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Flexi Cap Fund (G) was launched on Jan 01, 1995. The category risk of the fund is Very High Risk.
The minimum SIP amount for HDFC Flexi Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HDFC Flexi Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
HDFC Flexi Cap Fund (G) is rated as a 4 fund in Equity and delivered 23.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Flexi Cap Fund (G).
Frequently Asked Questions
What is HDFC Flexi Cap Fund (G)?
How to invest in HDFC Flexi Cap Fund (G)?
You can invest in HDFC Flexi Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HDFC Flexi Cap Fund (G)?
The minimum sip amount for HDFC Flexi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Flexi Cap Fund (G) good to invest in?
As per Scripbox experts, HDFC Flexi Cap Fund (G) is a Top Ranked fund. You can investHDFC Flexi Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HDFC Flexi Cap Fund (G)?
The expense ratio of the HDFC Flexi Cap Fund (G) is 1.59% for regular plan.