Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.52%
1 Month-11.77%
3 Months-11.52%
6 Months-9.26%
1 Year-1.55%
3 Years (CAGR)+17.46%
5 Years (CAGR)+17.55%
10 Years (CAGR)+15.86%
Since Inception (Apr 2006)+14.07%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-13.14%
3 Year SIP+6.79%
5 Year SIP+13.32%
Since Inception (Apr 2006)+14.67%
Fund Details
Fund HouseHDFC Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹1,00,455 Cr
Expense Ratio1.34%
Min SIP₹20
Min Lumpsum₹100
Launch Date03 Apr 2006
AMFI Code101762
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
HDFC Flexi Cap Fund - Growth Plan aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.
About This Fund
HDFC Flexi Cap Fund - Growth Plan is a Flexi Cap mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹1,00,455 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.34%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations