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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.77 | 34.51 | 2.32 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 50.90 | 1.64 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Flexi Cap Fund(IDCW) | 24.34% | 12.91% | 6.42% |
Kotak Flexicap Fund(IDCW-Payout) | 26.15% | 14.26% | 13.24% |
UTI Flexi Cap Fund(IDCW) | 19.73% | 3.92% | 12.16% |
Aditya Birla SL Flexi Cap Fund(IDCW-Reinv) | 19.19% | 6.57% | 11.00% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
9.85 %
Holdings
9.62 %
Holdings
8.57 %
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
82
Total AUM
₹ 7,62,509.16 Cr.
Roshi Jain
AUM: ₹97,128.51 Cr.
|
Exp: 9=12yrs
CFA, PGDM, ACA
Ms. Roshi Jain has 12 years of experience includes equity reasearch and audit .She joined Franklin Templeton in May 2005 was involved in Equity Research. Her experience also includes Goldman Sachs, London, Goldman Sachs, Singapore / HK, Wipro Ltd. And S. R. Batliboi & Co.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
This Flexi Cap Fund has given 32% CAGR in 3 Years | HDFC Flexi Cap Mutual Fund
1 year ago•Mutual Funds at Groww
HDFC Flexi Cap Fund | Celebrating 28 years of Wealth Creation
1 year ago•HDFC Mutual Fund
HDFC Flexi Cap Fund | Celebrating 28 years of wealth creation
1 year ago•HDFC Mutual Fund
Finding Opportunities across the Market with HDFC Flexi Cap Fund
2 years ago•HDFC Mutual Fund
10,000 महीने निवेश निवेश करके बन सकते थे 9.57 करोड़|SIP Of 10,000 in Hdfc Flexi Cap fund 9.57 crore
3 years ago•Invest Empires
Parag Parikh Flexi Cap Fund vs Kotak Flexicap Fund | Flexi Cap Mutual Fund Comparison
3 years ago•Time To Invest
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%