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HDFC Mutual Fund

HDFC Flexi Cap Fund

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Open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks.

Category: Equity
4.8/5
high Risk

1Y

0%

3Y

0%

5Y

0%

10Y

%

Since Inception

0%

Current NAV

0.00

Lumpsum

5,000

SIP

500/month

Start SIP Now

Start SIP or make lumpsum investment

Investment Objective

To provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities. The fund follows a Equity investment strategy managed by HDFC Mutual Fund.

Key Features

  • NAV: ₹0.00
  • Equity category fund
  • Managed by HDFC Mutual Fund
  • Min SIP: ₹500/month

Portfolio Holdings

Asset Allocation

Asset allocation data not available for this fund.

Top 5 Holdings

Sector Allocation

Strengths

  • Consistent returns
  • Experienced fund manager

Limitations

  • High expense ratio

Fund Details

Expense Ratio

0%

Exit Load

1%

AUM

0 Cr

Fund Manager

Fund Management Team

Why this card?

Low Expense

Calculated based on rewards, fees, and benefits analysis.

4.9
Pro Score
Returns0/10
Cost Efficiency10/10
Rating9.6/10

This card ranks in the Top 10% for cost efficiency.

Start Investing

SIP from ₹500/month

VIEW ON BROKER on HDFC Mutual Fund's website

Zero commission • Instant investment

Suitable For

  • Long-term wealth creation (5+ years)
  • SIP investors building corpus
  • Goal-based investing (retirement, education)

Tax Information

Equity taxation: STCG (<1yr) at 20%. LTCG (>1yr) above ₹1.25L at 12.5%.

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AI Logic: "Smart Advisor" recommendations are simulated algorithmic suggestions, not personalized advice.

Please consult a SEBI-registered investment advisor before making any financial decisions.

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Returns vs Benchmark (Nifty 50 TRI)

PeriodHDFC Flexi Cap FundNifty 50 TRIDifference
1Y0%
3Y0%
5Y0%

Return Calculator

Monthly investment

Based on 12% CAGR (estimated returns)

PeriodInvestedValueGain
1Y₹60,000₹64,047+₹4,047
3Y₹1.8 L₹2.2 L+₹37,538
5Y₹3.0 L₹4.1 L+₹1.1 L
10Y₹6.0 L₹11.6 L+₹5.6 L
15Y₹9.0 L₹25.2 L+₹16.2 L
20Y₹12.0 L₹50.0 L+₹38.0 L

Projections are illustrative. Mutual fund investments are subject to market risks. Past performance does not guarantee future returns.

How to Invest in HDFC Flexi Cap Fund

1

Complete KYC

PAN + Aadhaar verification (one-time, 2 min)

2

Choose Plan

Direct plan recommended (lower expense ratio)

3

Set SIP Amount

Minimum ₹500/month

4

Start Investing

Auto-debit from bank account every month

Frequently Asked Questions

Is HDFC Flexi Cap Fund a good investment?

HDFC Flexi Cap Fund has delivered 0% returns over 3 years with a high risk profile. It's rated 4.8/5. Whether it's good for you depends on your investment horizon (we recommend 5+ years for equity funds) and risk tolerance.

What is the minimum SIP amount for HDFC Flexi Cap Fund?

The minimum SIP amount is ₹500/month. For lumpsum investment, the minimum is ₹5,000.

What is the expense ratio of HDFC Flexi Cap Fund?

The expense ratio is 0%. This is the annual fee charged by HDFC Mutual Fund for managing the fund. We recommend comparing with similar funds in the Equity category.

Should I choose Direct or Regular plan?

Direct plans have 0.5-1% lower expense ratios (no distributor commission). Over 10+ years, this difference compounds to lakhs. We always recommend Direct plans for informed investors.

Can I withdraw from HDFC Flexi Cap Fund anytime?

Yes, you can redeem your investment anytime. Exit load: 1%. Redemption amount is typically credited within 1-3 business days.

How are returns taxed?

Equity taxation: STCG (<1yr) at 20%. LTCG (>1yr) above ₹1.25L at 12.5%.

Frequently Asked Questions

Is HDFC Flexi Cap Fund a good investment?
HDFC Flexi Cap Fund has delivered 0% returns over 3 years with a high risk profile. It's rated 4.8/5. Whether it's good for you depends on your investment horizon (we recommend 5+ years for equity funds) and risk tolerance.
What is the minimum SIP amount for HDFC Flexi Cap Fund?
The minimum SIP amount is ₹500/month. For lumpsum investment, the minimum is ₹5,000.
What is the expense ratio of HDFC Flexi Cap Fund?
The expense ratio is 0%. This is the annual fee charged by HDFC Mutual Fund for managing the fund. We recommend comparing with similar funds in the Equity category.
Should I choose Direct or Regular plan?
Direct plans have 0.5-1% lower expense ratios (no distributor commission). Over 10+ years, this difference compounds to lakhs. We always recommend Direct plans for informed investors.
Can I withdraw from HDFC Flexi Cap Fund anytime?
Yes, you can redeem your investment anytime. Exit load: 1%. Redemption amount is typically credited within 1-3 business days.
How are returns taxed?
Equity taxation: STCG (<1yr) at 20%. LTCG (>1yr) above ₹1.25L at 12.5%.
InvestingPro Verdict

HDFC Flexi Cap Fund

4.8
Returns0.0/10
Consistency5.0/10
Expense Ratio10.0/10
Fund Management10.0/10

HDFC Flexi Cap Fund is a Equity fund managed by HDFC Mutual Fund with an expense ratio of 0%. Best for investors with high risk appetite and long horizon.

Reviewed by InvestingPro Editorial Team

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