HDFC Flexi Cap Fund, an open-ended dynamic equity scheme investing across large-cap, mid-cap, and small-cap stocks, has emerged as a standout performer in the mutual fund space. Since its inception on January 1, 1995, the fund has delivered a stellar CAGR of 18.82% as of March 31, 2025. A lump sum investment of ₹1 lakh at inception would have grown to approximately ₹1.84 crore, significantly outperforming its benchmark NIFTY 500 TRI by ₹1.51 crore. Additionally, a monthly SIP of ₹10,000 since inception, amounting to ₹36.20 lakh, would now be worth approximately ₹20.24 crore. The fund follows a robust bottom-up stock selection strategy focused on quality companies with strong fundamentals and long-term growth potential, guided by a structured risk management framework built on compliance, research, portfolio construction, and diversification.
In Guwahati, the fund is gaining traction among retail investors, particularly first-time equity participants. Local financial advisors report increased interest in SIPs driven by the fund’s long-term performance and wealth creation potential.
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.”
