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  • HDFC Flexi Cap Fund (Growth)

Formerly HDFC Equity Gr

HDFC Mutual Funds

HDFC Flexi Cap Fund (Growth)

EquityDiversified

Top Ranked

1025.828

NAV (Oct 20)

14.7%
5 Year CAGR
Scripbox Opinion

Top Ranked

HDFC Flexi Cap Fund (Growth) is a good choice within diversified mutual funds.

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

26 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

26,774 Cr. Category leader in size

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

1025.828

NAV (Oct 20)

Fund Returns

Last 1Y
77.6%
Last 3Y
20.3%
Last 5Y
14.7%
Last 10Y
15.3%
Since Inception
18.9%
6 Month CAGR
32.7%
info-icon-blue

Scheme Information

Investment Objective

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
1.72
Launched (26y ago)
Jan 01, 1995
AUM in Crores
26773.159
ISIN
INF179K01608
Lock-in
No Lock-in
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Prashant Jain

Fund Manager

user-avatar

Sankalp Baid

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 481,933 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 29 hybrid funds.

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  • tel-amc-about
    1800 3010 6767/ 1800 419 7676 (Toll-free)
  • mail-amc-about
    cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    21.7%

    15.6%

    top-ranked-badge

    23.2%

    16.9%

    top-ranked-badge

    7%

    7.2%

    top-ranked-badge

    7.8%

    8.1%

    top-ranked-badge

    22%

    15.9%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

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    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About HDFC Flexi Cap Fund (G)

    About HDFC Flexi Cap Fund (G)

    HDFC Flexi Cap Fund (G) is a Diversified Equity fund and has delivered an annualised return of 18.9% over a period of 26 years. The fund was previously known as HDFC Equity Gr . The fund is managed by HDFC Asset Management Company Limited. The fund managers are Prashant Jain, Sankalp Baid

    HDFC Flexi Cap Fund (G) Investment Objective

    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. . However, there is no assurance that the objective of the scheme will be realized.

    HDFC Flexi Cap Fund (G) NAV,AUM,Risk

    The HDFC Flexi Cap Fund (G) fund was launched on Jan 01, 1995. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-20 is ₹1025.83. The total AUM (Asset Under Management) of the fund as of 21/10/2021 is ₹26773.159. The category risk of the HDFC Flexi Cap Fund (G) fund is Very High Risk. The fund charges 1.72 % as expense ratio.

    HDFC Flexi Cap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 97.5% in this asset class. The top three holdings of the fund are , state bank of india , icici bank ltd , ntpc ltd , infosys ltd , larsen & toubro ltd , coal india ltd , itc ltd , reliance industries ltd , power finance corp ltd , axis bank ltd , hdfc bank ltd , rec ltd , bharti airtel ltd , sun pharmaceuticals industries ltd , tata motors ltd , lupin ltd , treps - tri-party repo , bharat petroleum corp ltd , cesc ltd , hindustan aeronautics ltd ordinary shares , bank of baroda , sbi life insurance company limited , hindustan petroleum corp ltd , cipla ltd , reliance industries ltd-partly paid up shares , aurobindo pharma ltd , hcl technologies ltd , beml ltd , bharat electronics ltd , tata communications ltd , kalpataru power transmission ltd , bharat dynamics ltd ordinary shares , indian railway finance corp ltd ordinary shares , gail (india) ltd , abb india ltd , sbi cards and payment services ltd ordinary shares , power grid corp of india ltd , cg power & industrial solutions ltd , cummins india ltd , varroc engineering ltd ordinary shares , skf india ltd , mahindra & mahindra ltd , oil & natural gas corp ltd , praj industries ltd , zee entertainment enterprises ltd , max healthcare institute ltd ordinary shares , bajaj auto ltd , wabco india ltd , maruti suzuki india ltd , net current assets , ramco systems ltd , time technoplast ltd , wipro ltd , reverse repo , simplex infrastructures ltd , hindustan construction co ltd

    HDFC Flexi Cap Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    HDFC Flexi Cap Fund (G) Investment volatility and Horizon

    This fund 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) Review

    HDFC Flexi Cap Fund (G) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, HDFC Flexi Cap Fund (G) has a score of 5 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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