HDFC Flexi Cap Fund Direct growth

Equity • Flexi Cap • Direct growth

Top rated fund from 246 Flexi Cap
Top rated fund

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₹1,000 invested for 5 years

Fund Info

Equity

Flexi Cap

Direct growth

Launched On
01 Jan 2013
11.9 years ago
Lock-in Period
No lock-in
NAV
as of 14 Nov 2024
₹2,005.44
+0.3158% (6.40)
AUM
₹64,929 Cr
Expense ratio
0.77%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20%

Units held more than 1Y

12.5%

Exit Load

If units sold before 1Y

1%

If units sold after 1Y

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

43.80%
Consumer Cyclical

Consumer Cyclical

14.68%
Healthcare

Healthcare

13.66%
Technology

Technology

8.86%
Communication Services

Communication Services

4.93%

Fund House

HDFC

HDFC

Inc: 01 Feb 1994 • Total AUM: ₹6,89,574 Cr • Rank #2
HDFC Mutual Fund, started in 1999, has Housing Development Finance Corporation as its sponsor. The fund house is headed by Navneet Munot as the CEO. As of 31 March 2024, it has an AUM of ₹6,59,013 Cr. It functions under the holding company abrdn Investment Management Limited with a customer base of 10.2 million spread across 200 plus cities.

Fund Managers

Roshi Jain

Experience: 2.83 yrs • Total AUM: 5,77,585 Cr

Dhruv Muchhal

Experience: 1.39 yrs • Total AUM: 52,59,224 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

Other top rated funds

Top rated

Parag Parikh Flexi Cap Fund

Equity • Flexi Cap • Direct Growth
3Y CAGR
16.26%
Expense ratio
0.63%
Returns vs category
High
Risk vs category
Low
Top rated

Canara Robeco Flexi Cap Fund

Equity • Flexi Cap • Direct Growth
3Y CAGR
12.03%
Expense ratio
0.57%
Returns vs category
Average
Risk vs category
Below Average
Top rated

Axis Flexi Cap Fund

Equity • Flexi Cap • Direct Growth
3Y CAGR
8.78%
Expense ratio
0.7%
Returns vs category
Below Average
Risk vs category
Below Average
Top rated

PGIM India Flexi Cap Fund

Equity • Flexi Cap • Direct Growth
3Y CAGR
8.26%
Expense ratio
0.43%
Returns vs category
Average
Risk vs category
Average
Top rated

UTI Flexi Cap Fund

Equity • Flexi Cap • Direct Growth
3Y CAGR
4.63%
Expense ratio
1.03%
Returns vs category
Average
Risk vs category
Average
1 / 5
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.