87
Flexi CapStrong Buy
HDFC Flexi Cap
HDFC · Direct–Growth · rank #1 of 47 by Smart Score
Data updated
Trailing returns
1 Year
4.7%
+1.7% vs index
3 Years
16.6%
+5.1% vs index
5 Years
18.0%
+7.6% vs index
Since launch
16.0%
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
-0.1%+2.0% vs index
Why this score
HDFC Flexi Cap scores 87/100 — the top-rated Flexi Cap fund of 47 (Strong Buy). It stands out for 5y return and sharpe ratio — beating 98% 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 return18.01% · 98th percentile in category
Sharpe ratio0.93 · 99th percentile in category
3Y return16.62% · 76th percentile in category
Sortino ratio1.17 · 99th percentile in category
Fund size110736.41 Cr · 97th percentile in category
Expense ratio0.74% · 86th percentile in category
Top holdings
1.ICICI Bank Ltd9.21%
2.HDFC Bank Ltd6.11%
3.Axis Bank Ltd6.01%
4.State Bank of India4.14%
5.SBI Life Insurance Company Ltd3.56%
75 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.