HDFC Mutual Fund Scheme for Big Returns:HDFC Flexi Cap Fund, the equity scheme of the country’s largest fund house HDFC Mutual Fund, has been giving tremendous returns to its investors. This scheme has given huge profits to the investors in every period since its launch, due to which this scheme has become quite popular among the investors. If an investor had invested Rs 1 lakh in this fund at the time of its inception, then his current fund value would have been Rs 1.95 crore. Not only this, this scheme has shown investment doubling by 3 times in 5 years and more than 4 times in 10 years.
Important information about the scheme
HDFC Flexi Cap Fund is an open-ended dynamic equity scheme that invests in large, mid- and small-sized companies. The objective of this scheme is to achieve capital growth by investing in equity and equity related instruments. However, being a market-based equity scheme, there is no guarantee of returns.
- HDFC Flexi Cap Fund Launch Date: 1 January 1995
- Assets Under Management (AUM): Rs 66,225.06 crore (as on September 30, 2024)
- Benchmark Index: NIFTY 500 Total Returns Index
- Total Expense Ratio (Regular): 1.43%
- Total Expense Ratio (Direct): 0.77 %
- Risk Level: Very High
- Minimum SIP: Rs 100
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Past Returns of HDFC Flexi Cap Fund
HDFC Flexi Cap Fund has given good returns to its investors in every period since its launch. Be it 1 year, 3 years, 5 years or 10 years, this fund has never disappointed investors in giving profits.
Return on Lumpsum Investment:
– Since launch: Rs 1 lakh became Rs 1.95 crore (CAGR 19.38%)
– In 10 years: Rs 1 lakh becomes Rs 4.40 lakh (CAGR 15.96%)
– In 5 years: Rs 1 lakh becomes Rs 3.03 lakh (CAGR 24.83%)
– In 3 years: Rs 1 lakh becomes Rs 1.98 lakh (CAGR 25.67%)
– In 1 year: Rs 1 lakh becomes Rs 1.46 lakh (CAGR 45.76%)
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investment strategy
The investment strategy of HDFC Flexi Cap Fund is to invest by dividing it into large cap, mid cap and small cap companies, due to which it gets the benefit of the entire market. This fund tries to invest in such strong companies, which have the ability to survive even in difficult circumstances and can give better returns in the long term.
What is special in HDFC Flexi Cap Fund?
– Diversified Portfolio: This fund invests by dividing its portfolio among different sectors and segments, which helps in reducing risk and achieving stable returns.
– Suitable for long term: This fund is suitable for long term investors who want stable and better returns on their investments.
– Low portfolio turnover: The fund has a low turnover rate, making it a stable investment option.
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Top Holdings and Sectoral Allocation
The top holdings of HDFC Flexi Cap Fund include the names of major banks and IT companies, which gives it strength.
Top Holdings (as of September 30, 2024):
– HDFC Bank Ltd.: 9.42%
– ICICI Bank Ltd.: 9.23%
– Axis Bank Ltd.: 8.56%
– HCL Technologies Ltd.: 4.83%
Cipla Ltd.: 4.80%
– Bharti Airtel Ltd.: 4.78%
Sectoral Allocation:
– Financial services: 38.8%
– Healthcare: 12.5%
– Automobiles and auto components: 9.7%
– Information Technology: 9.4%
– Telecommunication: 4.6%
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For whom is this scheme suitable?
It is clear from the above data that HDFC Flexi Cap Fund has given excellent returns in the long term. This scheme can be a better option for those investors who want to earn profits by investing in a diversified portfolio and can face the ups and downs of the market.To invest in equity, it is necessary to have the ability to tolerate high risk. Apart from this, it can also be a better option for investors who want to take advantage of market diversification.The strategy and portfolio of this fund make it a strong investment option, which can give stable and attractive returns in the long run. Only those investors should invest in this fund, who are prepared to invest for at least 3 years or more. It should also be kept in mind that the past returns of a mutual fund cannot be considered as a guarantee of similar performance in future.
(Disclaimer: The purpose of this article is only to provide information, not to advise investment in any fund. Investments made in equity mutual funds are directly affected by the ups and downs of the stock market. Any investment decision should be taken by your investment advisor. Do it only after taking the opinion of.)