Overview (as on 05 Mar 2021)

NAV

₹58.969

1y returns

34.439%

Fund AUM

₹21,241 Cr

Expense Ratio

1.18%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
35.86%
Industrials
13.40%
Utilities
10.55%
Health
9.20%
Energy
8.94%
Tech
8.33%
Defensive
5.33%
Consumer
3.28%
Communication
2.99%
Basic Materials
2.13%
Size Breakup
Large Cap
80.44%
Mid Cap
14.15%
Small Cap
5.41%

Key Metrics

Beta 

1.09

Std deviation 

22.25%

Sharpe Ratio 

NA

Holdings

Fund Details

Investment Objectives
"To generate capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments. There is no assurance that the investment objective of the Scheme will be realized."
Scheme Name
HDFC Flexi Cap Fund -Direct Plan Dividend Payout Option
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Chirag Dagli
Fund House Details
Fund House
HDFC Asset Management Company Limited
Email
NA
Phone
+912222821144
Address
HDFC Asset Management Company Limited,“HUL House”, 2nd Floor,,H.T. Parekh Marg,165-166, Backbay Reclamation,,Churchgate,

Other Related Plans

Peer Funds

HDFC Flexi Cap Fund -Direct Plan Dividend Payou...

NAV

₹58.969

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Chirag Dagli
Chirag Dagli

Manager

Work Experience
"null"
Anand Laddha
Anand Laddha

leader

Work Experience
"null"
Prashant Jain
Prashant Jain

manager

Qualifications
CFA - AIMR, USA, PGDM-IIM Bangalore, B.Tech. - IIT, Kanpur
Work Experience
"Mr. Prashant Jain is the Executive Director & Chief Investment Officer of HDFC Asset Management Company. He is 27 years of experience in fund management and research in the Mutual Fund industry. His prior assignments include Zurich Asset Management Company (India) Private Limited and Chief Investment Officer of SBI Mutual Funds. Mr. Jain has a PGDM from IIM Bangalore, B. Tech from IIT, Kanpur and is also CFA Charterholder."

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