84
Flexi CapStrong Buy
HDFC Flexi Cap
HDFC · Direct–Growth · rank #1 of 48 by Smart Score
Data updated
Trailing returns
1 Year
-3.4%
+1.3% vs index
3 Years
14.7%
+5.4% vs index
5 Years
14.7%
+6.7% vs index
Since launch
15.6%
Year-by-year performance
2021
+37.0%+6.4% vs index
2022
+19.1%+15.3% vs index
2023
+31.4%+4.9% vs index
2024
+24.3%+8.7% vs index
2025
+12.2%+4.5% vs index
2026
-3.9%+2.1% vs index
Why this score
HDFC Flexi Cap scores 84/100 — the top-rated Flexi Cap fund of 48 (Strong Buy). It stands out for 5y return and 3y return — beating 94% of peers on 5y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
5Y return14.65% · 94th percentile in category
3Y return14.74% · 80th percentile in category
Sharpe ratio0.69 · 88th percentile in category
Sortino ratio0.95 · 99th percentile in category
Fund size108546.98 Cr · 97th percentile in category
Expense ratio0.77% · 80th percentile in category
Top holdings
1.ICICI Bank Ltd8.8%
2.Axis Bank Ltd6.11%
3.HDFC Bank Ltd6.03%
4.State Bank of India3.94%
5.Zomato Ltd3.46%
79 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.