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Aim to start your Wealth Creation Journey with an SIP in HDFC Flexi Cap Fund!
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Systematic Investment Plan, or "SIP", is considered to be a tool for wealth creation in the long term. How have SIPs made this possible?
- It captures the average effectively, despite the volatility in equity markets
- Initiates a long-term approach to investing
- Freedom from the cycle of greed and fear, helping you manage your emotions effectively
- Leads to higher investing discipline
In equity markets, winners keep changing among different market cap segments. Flexi Cap Funds offer flexibility to allocate across Large Caps, Mid Caps and Small Caps. Thus starting an SIP in HDFC Flexi Cap Fund can help you ensure a diversified allocation to all market cap segments.
Consider starting an SIP in HDFC Flexi Cap Fund now in order to help in your wealth creation journey!
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HDFC Flexi Cap Fund - SIP Performance - Regular Plan - Growth Option
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Since Inception SIP
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15 year SIP
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10 year SIP
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5 year SIP
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3 year SIP
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1 year SIP
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Total Amount Invested
(₹ in Lacs)
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36.60
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18.00
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12.00
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6.00
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3.60
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1.20
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Mkt Value As on June 30, 2025
(₹ in Lacs)
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2,191.97
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73.22
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33.04
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11.14
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5.10
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1.29
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Returns (Annualised)* (%)
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21.15
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16.97
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19.24
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25.05
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23.97
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13.69
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Benchmark Returns (Annualised)
(%) #
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15.30
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15.14
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16.48
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18.68
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18.93
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11.44
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Additional Benchmark Returns (Annualised) (%) ##
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14.02
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13.91
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15.11
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16.07
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16.10
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12.32
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Assuming Rs. 10,000 invested systematically on the first Business Day of every month over a period of time. CAGR returns are computed after accounting for the cash flow by using XIRR method (investment internal rate of return) for Regular Plan - Growth Option. The above investment simulation is for illustrative purposes only and should not be construed as a promise on minimum returns and safeguard of capital. SIP - Systematic Investment Plan.
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HDFC Flexi Cap Fund
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NAV as at June 30, 2025 ₹ 1998.760 (per unit)
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Period
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Scheme Returns (%)
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Benchmark Returns (%) #
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Additional Benchmark Returns (%) ##
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Value of ₹ 10,000 invested
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Scheme (₹)
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Benchmark (₹) #
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Additional Benchmark (₹) ##
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Last 1 Year
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10.77
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5.64
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7.49
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11,083
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10,568
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10,754
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Last 3 Years
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27.71
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21.97
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18.72
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20,845
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18,155
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16,741
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Last 5 Years
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30.18
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24.02
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21.33
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37,418
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29,352
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26,307
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Last 10 Years
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15.70
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14.35
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13.16
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43,047
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38,278
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34,474
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Since Inception^
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18.96
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12.61
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11.86
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1,998,760
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375,224
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305,580
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^Inception Date: January 1, 1995. The scheme is managed by Ms. Roshi Jain since July 29, 2022.
# NIFTY 500 Total Returns Index (TRI) ## NIFTY 50 Total Returns Index (TRI).
Returns greater than 1 year period are compounded annualized (CAGR). Different plans viz. Regular Plan and Direct Plan have a different expense structure. The expenses of the Direct Plan under the Scheme will be lower to the extent of the distribution expenses / commission charged in the Regular Plan. As NIFTY 50 TRI data is not available since inception of the scheme, additional benchmark performance is calculated using composite CAGR of NIFTY 50 PRI values from January 1, 1995 to June 29, 1999 and TRI values since June 30, 1999.
For performance of other funds managed by the Fund Manager, please click here
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Past performance may or may not be sustained in future and is not a guarantee of any future returns. Load is not taken into consideration for computation of performance. The above returns are for Regular plan - Growth Option. Returns as on 30th June, 2025.
HDFC AMC/MF is not guaranteeing or assuring any returns on investments.
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Name of Scheme
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Riskometer of Scheme@
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Name and Riskometer of Benchmark
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HDFC Flexi Cap Fund is suitable for investors who are seeking*:
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NIFTY 500 (Total Returns Index)
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- To generate long-term capital appreciation / income
- Investment predominantly in equity & equity related instruments
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*Investors should consult their financial advisers, if in doubt about whether the product is suitable for them.
@For latest Riskometer, investors may refer to the Monthly Portfolios disclosed on the website of the Fund viz. www.hdfcfund.com
Benchmark and Scheme Riskometer as on June 30, 2025.
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MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
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Mission: To be the wealth creator for every Indian
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Vision: To be the most respected asset manager in the world
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