HDFC Flexi Cap vs 360 One Flexi Cap
Data updated · direct-growth plans · not investment advice
HDFC Flexi Cap currently edges it with a Smart Score of 86/100 vs 74/100. HDFC Flexi Cap has the stronger risk-adjusted profile (Sortino 1.32 vs 1.15), 3-year returns of 17.6% vs 19.1%, and an expense ratio of 0.74% vs 0.91%. Scores are relative to all Flexi Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 6.6% | 14.0%BEST | ||
3Y return | 17.6% | 19.1%BEST | ||
5Y return | 19.0%BEST | — | ||
Since launch | 16.2% | 18.8%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +1.4% | +8.8%BEST | ||
3Y vs index | +5.1% | +6.6%BEST | ||
5Y vs index | +7.6%BEST | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.93BEST | 0.83 | ||
Sortino ratio | 1.32BEST | 1.15 | ||
Std deviation | 13.14BEST | 15.16 | ||
Alpha | 4.74 | 5.11BEST | ||
Beta | 0.81 | 1.01 | ||
| Cost & size | ||||
Expense ratio | 0.74%BEST | 0.91% | ||
Fund size | ₹1.11L CrBEST | ₹2.2k Cr | ||
Portfolio P/E | 24.29BEST | — | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | Amit Ganatra | — | ||
Benchmark | Nifty 500 TRI | BSE 500 TRI | ||
Riskometer | High | High | ||
Start date | 01 Jan 2013 | 30 Jun 2023 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is HDFC Flexi Cap better than 360 One Flexi Cap?
HDFC Flexi Cap currently edges it with a Smart Score of 86/100 vs 74/100. HDFC Flexi Cap has the stronger risk-adjusted profile (Sortino 1.32 vs 1.15), 3-year returns of 17.6% vs 19.1%, and an expense ratio of 0.74% vs 0.91%. Scores are relative to all Flexi Cap peers and refresh with every data update.
Which is cheaper — HDFC Flexi Cap or 360 One Flexi Cap?
HDFC Flexi Cap has the lower expense ratio: 0.74% vs 0.91% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), HDFC Flexi Cap leads with 1.32 vs 1.15. Sharpe ratios: HDFC Flexi Cap 0.93, 360 One Flexi Cap 0.83.