HDFC Flexi Cap Mutual Fund: Invest Now & Get Upto 150% Return

Introduction

When you decide to invest in mutual funds, there are numerous options accessible in the market. Some have advantages and disadvantages, while others have both. As a result, investors are unsure which option to take.

We understand investors’ this confusing situation. To facilitate your mutual fund selection process, we have developed the fascinating HDFC Flexicap Mutual Funds mutual fund scheme. We will present the insights of this program encompassing its financial features, prior performance if any, what they have in this plan, and so on that may certainly assist you in knowing the company’s performance and attributes.

 

HDFC Flexicap Mutual Funds: Complete Overview

Life is so uncertain today that it was never before. Humans have very little time for their lives in today's fast-paced world. Too many uncertainties in life have made the individual worry his financial security both now and in the future. Sometimes men's existence is challenged by geopolitical conflicts such as wars, sometimes by some chronic ailment, or untimely unexpected death, or if not from these, then by natural calamities like earthquakes, tsunamis, Landslides, etc. Due to this uncertainty, people started investing in financial schemes to lessen the potential harm from premature damage.

One such scheme is HDFC Flexicap Mutual Funds. The program was introduced on January 1, 1995. HDFC Asset Management Company (HDFC AMC) Limited is responsible for managing the HDFC Mutual Fund Program.  Now we will see about the consumer’s product i.e. HDFC Flexicap Mutual Funds.

It is an open-ended Flexi Cap Equity Scheme that comes under HDFC Mutual Funds focussing on capital appreciation over the long term. This scheme provides two plans HDFC Flexicap Mutual Funds-Regular Plan and HDFC Flexicap Mutual Funds-Direct Plan.

The AUM under this scheme is Rs.54692.16 crores as of 31 May 2024. It has 87.3% investment in domestic equities of which 60.18% is in Large-Cap stocks, 6.33% is in Mid-Cap stocks, and 3.91% is in Small Cap stocks, 0.73% investment in Debt, of which 0.73% is in Government securities and 9.15% in cash & cash equivalents.

 

 

HDFC Flexicap Mutual Funds: Scheme Overview

HDFC Flexicap Mutual Funds have an exit load of 1.0%  if the units are redeemed or switched out before 365 days, and no exit load after 1 year from the allotted date.

VRO	-
Expense ratio	1.48% as of 07 June, 2024
Exit load	1.0% if the fund is liquidated within 365 days of the allotment date, and zero if it isn't.
AUM (Fund size)	Rs.54692.16 crores
Lock-in	No
Benchmark	NIFTY 500 TRI
Min. investment	Rs. 100
Risk	Very High
Short-term capital gains (STCG)	15% if the investment is redeemed within a year.
Long-term capital gains (LTCG)	Following 1 year, pay a duty of 10% on returns of Rs.1 lakh+ in a monetary year.

 

Is HDFC Flexicap Mutual Funds for Me?

Now, you're probably wondering if this program is right for you. Then this part will explain to you who this scheme is intended for. In addition, investors should be prepared to lose money on their investments if things do not go as planned.

HDFC Flexicap Mutual Funds is good for such investors who want to invest their money for at least 36-48 months or more and seek high returns. Also, investors should be ready for the probability of losses in their investments if things don’t go well as expected.

 

 

The Objective of the HDFC Flexicap Mutual Funds

With a portfolio mostly made up of investments in stocks and securities related to stocks, the scheme aims to produce income and capital appreciation.

 

Peers of HDFC Flexicap Mutual Funds

Equity/ Flexi Cap Funds	1 Y Returns	Fund Size (Cr)	NAV (Rs/Unit)
JM Flexicap Fund-Growth	63.70	2,472.06	101.55
ICICI Prudential Retirement Fund - Pure Equity Plan-Growth	54.95	795.85	29.58
Parag Parikh Flexi Cap Fund Regular-Growth	36.83	66,383.82	75.18
HDFC Retirement Savings Fund Equity Plan Regular-Growth	38.26	5,159.41	48.37

 

Returns/ Performance of HDFC Flexicap Mutual Funds

The graph below shows the Annualised Returns of this Fund.

Portfolio Allocation

Asset	%  of allocation
Equity	86.83
Debts	0.73
Others	12.44

 

Graphical representation of Portfolio Allocation

 

Top Stock Holdings for HDFC Flexicap Mutual Funds

Stocks	Assets(%)	P/E	Return 1 Year %
HDFC Bank	9.66	19.75	-2.31
ICICI Bank	9.22	17.96	19.58
Axis Bank	7.86	14.48	21.75

 

HDFC Flexicap Mutual Funds Managers

• Roshi Jain

 

 

Conclusion

Closing financial backers ought to painstakingly think about their venture objective, time skyline, and hazard resilience. In this blog, we have carried experiences into the HDFC Flexicap Mutual Funds and its previous presentation. That will give you a thought regarding its market techniques, reserve-making achievement proportion, and so forth. Factors like execution, risk investigation, portfolio, and asset designation ought to be carefully determined. You are encouraged to counsel your monetary master prior to pursuing any choice in monetary ventures.

Hope this blog assisted you with the data that you were looking for. Keep hitting our website for such useful information.