HDFC Flexi Cap vs Parag Parikh Flexi Cap
Data updated · direct-growth plans · not investment advice
HDFC Flexi Cap currently edges it with a Smart Score of 84/100 vs 77/100. HDFC Flexi Cap has the stronger risk-adjusted profile (Sortino 0.96 vs 0.89), 3-year returns of 14.2% vs 12.4%, and an expense ratio of 0.77% vs 0.69%. 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 | -5.5% | -5.1%BEST | ||
3Y return | 14.2%BEST | 12.4% | ||
5Y return | 14.3%BEST | 10.6% | ||
Since launch | 15.4% | 17.8%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +1.6% | +2.0%BEST | ||
3Y vs index | +5.2%BEST | +3.4% | ||
5Y vs index | +6.4%BEST | +2.7% | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.69BEST | 0.67 | ||
Sortino ratio | 0.96BEST | 0.89 | ||
Std deviation | 13.56 | 10.10BEST | ||
Alpha | 4.76BEST | 3.60 | ||
Beta | 0.82 | 0.58 | ||
| Cost & size | ||||
Expense ratio | 0.77% | 0.69%BEST | ||
Fund size | ₹1.09L Cr | ₹1.45L CrBEST | ||
Portfolio P/E | 23.55 | 15.82BEST | ||
| Ratings | ||||
Value Research | ★★★★★ | ★★★★★BEST | ||
Morningstar | ★★★★★ | ★★★★★BEST | ||
| Details | ||||
Fund manager | Amit Ganatra | — | ||
Benchmark | Nifty 500 TRI | Nifty 500 TRI | ||
Riskometer | High | High | ||
Start date | 01 Jan 2013 | 24 May 2013 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is HDFC Flexi Cap better than Parag Parikh Flexi Cap?
HDFC Flexi Cap currently edges it with a Smart Score of 84/100 vs 77/100. HDFC Flexi Cap has the stronger risk-adjusted profile (Sortino 0.96 vs 0.89), 3-year returns of 14.2% vs 12.4%, and an expense ratio of 0.77% vs 0.69%. Scores are relative to all Flexi Cap peers and refresh with every data update.
Which is cheaper — HDFC Flexi Cap or Parag Parikh Flexi Cap?
Parag Parikh Flexi Cap has the lower expense ratio: 0.69% vs 0.77% (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 0.96 vs 0.89. Sharpe ratios: HDFC Flexi Cap 0.69, Parag Parikh Flexi Cap 0.67.