HDFC Flexi Cap Fund SIP and Lump Sum Return :HDFC Mutual Fund’s scheme HDFC Flexi Cap Fund is at third place in terms of Assets Under Management (AUM) in the mutual fund industry. The current asset under management of this scheme, which was started on January 1, 1995, is Rs 64,928.56 crore. Whereas the expense ratio of HDFC Flexi Cap Fund – Regular Plan is 1.43 percent. This fund is not only big in size, but has also proved to be excellent in giving returns. Since its launch, it has given high returns in almost every phase, be it SIP or lump sum. The fund’s portfolio has many strong stocks, on the basis of which it has proved to be a winner in terms of giving returns. At the same time, the special investment strategy of this fund also increases the chances of high returns.
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HDFC Flexi Cap: Top 10 stocks in portfolio
ICICI Bank: 9.85%
HDFC Bank: 9.62%
Axis Bank: 8.57%
Cipla: 4.59%
Kotak Mahindra Bank : 4.40%
SBI Life: 4.37%
Bharti Airtel: 4.18%
Maruti Suzuki: 4.14%
HCL Technologies: 3.95%
Piramal Pharma: 2.99%
Looking at the portfolio, it is clear that this fund mainly invests in financial, pharma, telecom, auto, IT sectors. At the same time, it selects the stocks of the market leaders i.e. top companies in their respective sectors from these sectors for the portfolio.
Best SIP Return: Top smallcap fund with high rating, made Rs 5 crore from SIP of Rs 10 thousand, left behind the giants in giving returns
HDFC Flexicap Fund: SIP Performance of the fund
The inception date of HDFC Flexi Cap Fund is January 1, 1995. This means that it will complete 30 years of its launch in the coming January. In this fund, SIP data of 29 years is available on value research.
Annualized return of SIP in 29 years: 21.75%
Monthly SIP amount: Rs 5500
Total investment in 29 years: Rs 19,14,000
Total value of SIP in 29 years: Rs 10,15,24,697
SIP Star: Amazing scheme with 4 star rating, SIP of Rs 10,000 turned into Rs 1 crore, money increased 12 times on one time investment
HDFC Flexicap Fund: Performance of Lump Sum Investment
Return in 1 year: 45.76%
Value of investment of Rs 1 lakh: Rs 1,46,066
3 year return: 25.67% per annum
Value of investment of Rs 1 lakh: Rs 1,98,616
5 year return: 24.83% per annum
Value of investment of Rs 1 lakh: Rs 3,03,471
10 year return: 15.96% per annum
Value of investment of Rs 1 lakh: Rs 4,40,220
Returns since launch: 19.38% per annum
Value of investment of Rs 1 lakh: Rs 1,95,03,950
Mutual Fund Star: 6 strong years of Baroda BNP Paribas Balanced Advantage Fund, investors’ money doubled, 16% annualized return in SIP
What is Flexi Cap Funds?
In flexi cap funds, the fund manager has complete freedom to invest in any stock falling in large-cap, mid-cap and small-cap segments. This flexibility allows the manager to allocate funds among stocks of different segments and sectors as per the market conditions. If the fund manager feels that large caps are performing well, he can allocate a large portion of the fund to large-cap stocks. Similarly, if needed, fund allocation in mid-cap or small-cap stocks can also be increased or decreased.
(Note: It is not guaranteed whether the past returns in any equity fund will continue or not. This may or may not continue in the future. There are risks in the market, so seek expert advice before investing.)
