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EquityFlexi Cap FundDirect · Growth

HDFC Flexi Cap Fund - Growth Option - Direct Plan

HDFC · Scheme 118955

2,295.52 0.43%NAV · 2026-08-05
68
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
18.0%
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+2.58%
3 Months+7.43%
6 Months+1.22%
1 Year+6.87%
3 Years (CAGR)+17.96%
5 Years (CAGR)+18.55%
10 Years (CAGR)+16.71%
Since Launch+16.25%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns83
Consistency65
Risk-adjusted50
Downside protection55
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +18.0%
  • 3Y CAGR vs category: +3.9% vs category avg
  • Positive 3Y windows: 95% of rolling 3Y windows positive
  • Return stability: rolling-return std 8.6%
  • Alpha vs benchmark: +8.3%

What to watch

  • 1Y return: +6.9%
  • Sharpe ratio: 0.61
  • Sortino ratio: 0.76
  • Max drawdown: -42%

Risk metrics

Sharpe ratio
0.61
Sortino ratio
0.76
Volatility
17.14%
Max drawdown
-41.84%
Downside capture
78.60%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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