An open-ended dynamic fairness fund often known as HDFC Flexi Cap Fund invests in large-, mid-, and small-cap shares. The fund, which invests primarily in fairness and equity-related devices, is ideally fitted to diversified portfolios. Since this flexi cap fund was launched on January 1, 1995, it has efficiently accomplished 28 years of operation in 2023. This fund offers flexibility to speculate throughout market capitalizations and diversification throughout sectors and themes. Let’s have a look at how the fund remodeled a SIP of ₹10,000 initiated since conception to ₹12 Cr at a CAGR of 21%.
Performance of HDFC Flexi Cap Fund
A month-to-month SIP of ₹10,000 would have remodeled your whole funding of ₹1.20 lakh into ₹1.39 lakh over the course of the final 12 months, throughout which the fund generated an annualised return of 30.29%. Your whole funding of ₹3.60 lakh would have grow to be ₹5.61 lakh with a month-to-month SIP of ₹10,000 given the fund’s annualised return over the previous three years of 31.03%.
Due to the fund’s annualised return of 20.82% over the earlier 5 years, a month-to-month SIP of ₹10,000 would have grown your whole funding of ₹6 lakh to ₹10.07 lakh. Owing to the fund’s annualised return of 16.11% over the earlier ten years, a month-to-month SIP of ₹10,000 would have grown your whole funding of ₹12 lakh to ₹27.92 lakhs.
Your complete funding of ₹18 lakhs would have grow to be ₹63.38 lakhs with a month-to-month SIP of ₹10,000 given the fund’s annualised return over the previous 15 years of 15.32%. With a CAGR of 21.00% from the fund’s inception, a month-to-month SIP of ₹10,000 would have remodeled your whole funding of ₹33.50 lakh into ₹12.94 crore.
When invested within the HDFC Flexi Cap Fund from the inception, a lump sum of ₹10,000 would have grown to ₹1.18 Cr at a CAGR of 18.63%, however the identical cash put within the NIFTY 500 TRI at first of the plan has grown to ₹24.73 Lacs at a CAGR of 12.17%.
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Performance of HDFC Flexi Cap Fund (hdfcfund.com)
The above returns are as of November 30, 2022 as per the information accessible on the newest factsheet of the fund.
Key particulars of HDFC Flexi Cap Fund
As of December 31, 2022, HDFC Flexi Cap Fund-Growth has belongings below administration (AUM) totalling ₹32,894 crores, with a month-to-month common AUM of ₹32,128 crores. The common development possibility’s NAV was at Rs. 1,144.27 as of January 6, 2023, whereas the direct development plan’s NAV stood at Rs. 1,230.32. The expense ratio for HDFC Flexi Cap Fund is 1.63% for the common plan and 1.03% for the direct plan.
The prime 10 holdings of HDFC Flexi Cap Fund are in ICICI Bank, State Bank of India, Infosys, HDFC Bank, NTPC, Bharti Airtel, HCL Technologies, • Larsen and Toubro, Mahindra & Mahindra and Housing Development Fin. Corp. Ltd. The prime 10 business allocations of fairness holding are in Banks, IT – Software, Finance, Power, Construction, Telecom – Services, Automobiles, Aerospace & Defense, Petroleum Products, and Insurance.
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