3 Year return
25.29%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹66304.16 Cr.
Expense Ratio
0.76% (inclusive of GST)
Exit Load
1.00% - If Units are redeemed / switched-out within 1 year from the date of allotment. Nil - If Units are redeemed / switched-out after 1 year from the date of allotment.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
HDFC Mutual Fund Managers
PJ
Prashant Jain
Fund Manager since Jan 2002
Fund House Details
HDFC Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
JM Flexicap Fund |
28.05% |
2.5 |
|
Quant Flexi Cap Fund |
20.41% |
0 |
|
Parag Parikh Flexi Cap Fund |
17.77% |
3.5 |
Schemes by HDFC Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Quarterly IDCW Direct Plan Reinvestment
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Growth Direct Plan
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale IDCW Direct Plan Payout
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale Growth Direct Plan
Hybrid . Arbitrage Fund
HDFC Arbitrage Fund Wholesale Monthly IDCW Direct Plan Payout
About HDFC Flexi Cap Fund Growth Direct Plan
The Equity Mutual Fund Scheme, HDFC Flexi Cap Fund Growth Direct Plan, is brought forth by HDFC Mutual Fund. This scheme primarily invests in equity-related instruments, allowing for flexible allocation between large-cap, mid-cap, and small-cap stocks depending on market opportunities. Though it may display increased volatility when compared to large-cap funds, this strategy also presents the potential for superior long-term returns. It is essential to be aware that this scheme carries a relatively higher expense ratio.
Investment Objective of the Scheme
The main objective of the HDFC Flexi Cap Fund Growth Direct Plan scheme is to achieve long-term capital appreciation. It aims to do this by primarily investing in high-growth companies that possess unique competitive advantages and strong financial strengths. Additionally, the scheme also invests in TREPS and InvITs. In simple terms, the fund seeks to grow your investment over the long run by focusing on promising high-growth companies while spreading investments across different sectors to reduce potential risks.
Key Features of The Fund
| 5-year return | 23.43% |
| Expense Ratio | 0.76% |
| Fund Manager | Prashant Jain |
| Fund Size | ₹66304.16 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
The HDFC Flexi Cap Fund could appeal to investors seeking a long-term investment option. While it offers potential for high returns, investors should be mindful of moderate to high losses. The fund has consistently outperformed inflation, making it favoured among experienced investors in the Flexi Cap category. However, careful evaluation is essential to ensure alignment with individual financial goals and risk tolerance.
AMC Contact Details
| Name | HDFC Mutual Fund |
| Launch Date | July 2000 |
| Addresss | "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020 |
| Contact | 1800 3010 67671800 419 7676 |
| hello@hdfcfund.com | |
| Website | https://www.hdfcfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Leverage Expert Management for Your Investments with SIPs
FAQs
What is today's NAV of HDFC Flexi Cap Fund?
What is the AUM of HDFC Flexi Cap Fund?
What is the expense ratio of HDFC Flexi Cap Fund?
What are the returns of HDFC Flexi Cap Fund since inception?
What is the minimum SIP amount to invest in HDFC Flexi Cap Fund?
How do I invest in HDFC Flexi Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in HDFC Flexi Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in HDFC Flexi Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in HDFC Flexi Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
