Archive · 31 Oct 2025
HDFC Flexi Cap Fund Delivers Significant Returns Over 30 Years
Imagine you saved a little bit of money each month, like $10, for many years.
A special investment called the HDFC Flexi Cap Fund helped that money grow a lot!
For 30 years, if you put away $10 every month, your savings turned into almost $2 crore.
Even if you put in a bigger chunk of money, $100,000, at the start, it also grew to $2 crore.
This fund is special because it invests in different kinds of companies – big, medium, and small – that are expected to do well over a long time.
The people managing the fund look for good companies that are not too expensive.
This way, the fund doesn't go up and down too much with the stock market, making it a good choice for people who want their money to grow steadily over many years.
The HDFC Flexi Cap Fund has demonstrated significant returns over 30 years, with a Rs 1,000 monthly SIP growing to nearly Rs 2 crore.
A lump sum investment of Rs 1,00,000 at the fund's inception in 1995 has also grown to approximately Rs 2 crore.
The fund has delivered annualized returns of around 19% on lump-sum investments and over 21% on SIPs since its launch.
It manages assets worth Rs 85,559 crore and invests flexibly across large, mid, and small-cap companies.
The fund's strategy focuses on value investing in high-quality businesses with strong growth potential and attractive valuations.
- Who
- HDFC Mutual Fund
- What
- The HDFC Flexi Cap Fund has shown significant long-term returns, with a Rs 1,000 monthly SIP growing to nearly Rs 2 crore over 30 years, and a lump sum investment of Rs 1,00,000 at launch growing to Rs 2 crore.
- When
- Over the last 30 years (data up to October 29, 2025 for NAV)
- Where
- India
- Why
- The fund's success is attributed to its investment strategy focusing on high-quality businesses with robust growth drivers, available at attractive valuations, and its flexibility to invest across all market capitalizations.
- Fund Name
- HDFC Flexi Cap Fund
- Launch Date
- January 1, 1995
- Assets Under Management
- Rs 85,559 crore
- Expense Ratio
- 1.37%
- Investment Strategy
- Value investing across large, mid, and small-cap companies with a long-term perspective.
- Benchmark
- NIFTY 500 TRI
- Fund Managers
- Roshi Jain and Dhruv Mutchal
