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HDFC Flexi Cap Fund
HDFC Flexi Cap Direct Plan ▲ Outlook: Strengthening
Ranked #2 of 2 in Flexi Cap
58
★★★★★
SmartMoney Score™
Returns (Annualised)
1 Year
18.2%
3 Year
21.5%
5 Year
19.8%
Risk & Cost Metrics
Std Dev (3Y)
14.5%
Sortino
1.55
Max Drawdown
-19.2%
Beta
0.95
Alpha
+6.1%
Expense
0.77%
AUM
₹65,800 Cr
Mgr Tenure
18 yrs
See the full 20-factor breakdown ▸
Performance
3Y Risk-Adjusted Return 65
5Y Risk-Adjusted Return 49
Excess Return vs Benchmark 66
Up-Market Participation 57
Risk & Downside
Volatility (Std Dev) 49
Maximum Drawdown 51
Downside-Adjusted Return (Sortino) 55
Down-Market Protection 54
Cost & Efficiency
Expense Ratio vs Category 38
Jensen's Alpha 65
Information Ratio 69
Alpha per Unit of Market Risk 67
Portfolio Quality
Diversification 47
Quality of Holdings 53
Portfolio Liquidity 55
Size vs Mandate (AUM Fit) 57
Stewardship & Momentum
Manager Tenure 82
Fund-House Pedigree 67
Relative Strength (1Y vs peers) 58
Performance Trajectory 53
Pillar Scores
Performance 59/100
Risk & Downside 52/100
Cost & Efficiency 60/100
Portfolio Quality 53/100
Stewardship & Momentum 65/100
vs Benchmark (3Y)
Fund
21.5%
vs
Benchmark
15.5%
Outperformed by 6.0%
Disclaimer: The SmartMoney Score™ is a proprietary,
rules-based educational rating. Data shown is illustrative and may not reflect real-time
performance. The "Outlook" describes the fund's recent trajectory and is not a
buy/sell recommendation. Past performance does not guarantee future returns. This is not
investment advice — consult a SEBI-registered investment adviser before investing. Mutual fund
investments are subject to market risks; read all scheme-related documents carefully.