HDFC Flexi Cap Fund has delivered exceptional long-term returns, turning a ₹1 lakh investment at inception into approximately ₹1.84 crore as of March 31, 2025. Launched on January 1, 1995, the fund has posted a strong CAGR of 18.82%, significantly outperforming its benchmark, the NIFTY 500 TRI, by ₹1.51 crore over the period. A monthly SIP of ₹10,000 since inception, totaling ₹36.20 lakh, would now be worth an impressive ₹20.24 crore. The fund’s consistent performance through various market cycles has been driven by a disciplined investment philosophy, emphasizing quality companies, valuation prudence, and sectoral positioning. With a bottom-up stock selection strategy and structured risk management framework, HDFC Flexi Cap Fund focuses on sustainable growth and resilience. The fund diversifies across market capitalizations and sectors, guided by both quantitative and qualitative research by its in-house team.
In Guwahati, financial advisors note growing interest in diversified equity funds like HDFC Flexi Cap, especially among young investors aiming for long-term wealth creation. The fund’s performance is influencing investment patterns in the region, with investors leaning toward SIPs for disciplined investing.Mr. Navneet Munot, MD & CEO, HDFC AMC, commented: “HDFC Flexi Cap Fund’s journey over the past three decades is a testament to our disciplined investment philosophy and unwavering commitment to investor wealth creation. The Fund has navigated various market cycles and emerged stronger each time, reflecting the resilience of our investment processes. The fund performance reinforces our focus on delivering long-term value to our investors.”
Ms. Roshi Jain, Senior Fund Manager, HDFC AMC, added: “We take great pride in helping investors create wealth through this Fund. Our consistent focus on identifying high-quality businesses with sustainable growth drivers has enabled us to create wealth for our investors. With HDFC Flexi Cap Fund, we remain committed to our goal of delivering better risk-adjusted returns through a balanced and diversified approach.”