HDFC Flexi Cap Fund: 54% return in last one year, performance analysis and top holdings
HDFC Flexi Cap Direct Plan Growth is a Flexi Cap mutual fund offered by HDFC Mutual Fund. This fund has been in operation for 11 years, having been founded on January 1, 2013. The assets under management (AUM) of HDFC Flexi Cap Direct Plan-Growth is at ₹59,124 Crores, making it a medium-sized fund in its category. With an expense ratio of 0.79%, the fund is higher than the majority of similar Flexi Cap funds.
The majority of the fund’s money is invested in the financial, healthcare, technology, automotive and construction industries. Compared to other funds in the category, it has less exposure to the financial and healthcare industries.
HDFC Flexi Cap Fund Performance
The growth returns for the last year on the HDFC Flexi Cap Direct Plan are 46.27%. It has generated 17.99% average yearly returns since its debut. Every three years, the fund’s investment doubles.
The HDFC Flexi Cap Direct Plan-Growth scheme frequently outperforms most other funds in its category in terms of return returns. It performs better than average at controlling losses in a declining market.
HDFC Flexi Cap Fund Returns
| Period | HDFC Flexi Cap Fund | Category average |
|---|---|---|
| 1 month | 4.22% | 4.6% |
| 3 months | 15.45% | 18.61% |
| 6 months | 21.73% | 24.81% |
| 1 year | 54.01% | 56.9% |
| 3 years | 30.46% | 26.69% |
| 5 years | 29.42% | 28.7% |
HDFC Flexi Cap Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
HDFC Bank Ltd.
|
Financial | Equity | 9.66% |
|
ICICI Bank Ltd.
|
Financial | Equity | 9.22% |
|
Axis Bank Ltd.
|
Financial | Equity | 7.86% |
|
Cipla Ltd.
|
Healthcare | Equity | 5.08% |
|
Bharti Airtel Ltd.
|
Communication | Equity | 4.52% |
HDFC Flexi Cap Fund Suitability
You can expect returns from fixed income options and profits that easily surpass the rate of inflation when you invest for a period of five years or more. However, be ready for fluctuations in the value of your investment along the way.
This is a flexi-cap fund, which allows the fund management team to invest in firms of various sizes based on where it expects the most return. Flexi-cap funds are best suited for equities fund investors due to their versatility, as the job of stock selection is entirely left to fund management, which is the very idea of mutual fund investment.
Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.