How does a Flexi Cap Fund work?

A flexi cap fund dynamically allocates investments across different market capitalizations based on market conditions, valuations, and growth opportunities.

What is the key advantage of a Flexi Cap Fund?

The main advantage is flexibility — the fund manager can shift allocation between large, mid, and small caps to optimize risk-reward potential. Please refer Scheme Documents above for more details

Is HDFC Flexi Cap Fund suitable for long-term investment?

Yes, it is generally suited for investors with a long-term horizon (5+ years) who want diversified equity exposure.

Who should invest in HDFC Flexi Cap Fund?

Investors seeking long-term capital appreciation, diversification across market caps, and professional portfolio management may consider this fund.

Since it invests in equities across market caps, the fund carries market risk. However, diversification across large, mid, and small caps aims to manage volatility.

How is Flexi Cap different from Multi Cap funds?

Flexi Cap funds have complete flexibility in allocation across market caps, whereas Multi Cap funds follow SEBI-defined minimum allocation rules for each market segment.

Can I invest through SIP in HDFC Flexi Cap Fund?

Yes, investors can start a SIP to invest regularly and benefit from rupee cost averaging over time.

What is the investment strategy of HDFC Flexi Cap Fund?

The fund follows a diversified approach focusing on quality businesses, valuation discipline, and long-term growth opportunities across sectors and market caps.

What makes HDFC Flexi Cap Fund different from large-cap funds?

Unlike large-cap funds that mainly invest in large cap companies, this fund can invest across the entire market spectrum, providing wider growth opportunities.

What is the minimum SIP amount in HDFC Flexi Cap Fund?

The minimum SIP amount for HDFC Flexi Cap Fund is ₹100 (or as specified by the scheme). Investors can start a Systematic Investment Plan with small periodic investments and increase the amount over time based on their financial goals.You can refer website or the scheme information document for the latest investment requirements.

What benchmark does HDFC Flexi Cap Fund use?

HDFC Flexi Cap Fund is benchmarked against NIFTY 500 Total Returns Index (TRI), which represents the performance of a broad range of companies across different market capitalisations.

HDFC Flexi Cap Fund

Q: What is HDFC Flexi Cap Fund?

HDFC Flexi Cap Fund is an open-ended equity mutual fund that invests across large-cap, mid-cap, and small-cap stocks, giving the fund manager flexibility to capture opportunities across market segments.

Equity

DIRECTREGULAR

About HDFC Flexi Cap Fund

An open ended dynamic equity scheme investing across large cap, mid cap & small cap stocks

30+ Years of Growth & Trust

Since inception, HDFC Flexi Cap Fund has navigated multiple market cycle over more than 3 decades

Flexi Cap Funds offer fund managers complete flexibility to allocate assets across large, mid, and small-cap stocks, based on market conditions. This adaptability makes HDFC Flexi Cap Fund attractive to investors seeking diversified exposure to the equity market.

What is HDFC Flexi Cap Fund?

Fund Description: HDFC Flexi Cap Fund is an open-ended equity mutual fund scheme that invests across large-cap, mid-cap, and small-cap companies.

This allows the fund to combine:

Stability from established market leaders
Growth potential from mid-sized companies
Emerging opportunities from smaller businesses

helping create a balanced approach to long-term wealth creation.

Who can consider HDFC Flexi Cap Fund?

This fund may suit investors who:

Have a long-term investment horizon (5+ years)
Want diversified equity exposure across market caps
Are comfortable with short-term market volatility for long-term growth

How to start investing

Investors can start investing in HDFC Flexi Cap Fund through the following steps:

Complete your KYC
Keep PAN, Aadhaar and bank details ready.
Visit HDFC Mutual Fund Website / App
Go to the fund page and click Invest Now.
Choose Investment Mode
SIP – invest a fixed amount monthly
Lump Sum – invest one time
Select Plan & Option
Direct or Regular Plan
Growth or IDCW option
Enter Amount & Payment Details
Set SIP date or make payment online.
Confirm & Start Investing
Your investment will be processed and units will be allotted.

Returns

16.00%

Inception Date

01/01/2013

Riskometer

Very High

Min SIP

₹ 100

Ideal for

Wealth Creation

3 Years and above

Entry Load

An entry load is a fee charged to investors when they purchase units of a Mutual Fund scheme. This fee was used to cover distribution and marketing expenses incurred by the Asset Management Company (AMC). Currently, Mutual Funds in India do not levy entry loads.

TER

The Total Expense Ration (TER) represents the costs for running and managing a Mutual Fund scheme. It is calculated as a percentage of the scheme’s average Net Asset Value (NAV). The daily NAV of a Mutual Fund is disclosed after deducting these expenses.

Disclaimer

Including Additional Expenses and Goods and Service Tax on Management Fees, if any. Click here to view the Total Expense Ratio

0.75

Lock in

A lock-in period is the fixed duration during which investors cannot sell or redeem their investments/Mutual Fund units. For example, Equity Linked Savings Schemes (ELSS) Funds have a 3-year lock-in.

NAV NA

Net Asset Value (NAV) per unit is the total market value of securities of a scheme minus liabilities divided by the total number of outstanding units on a given date.

AUM (31/07/2026)

Assets Under Management (AUM) is the total market value of all assets that a Mutual Fund manages on behalf of its investors.

₹110,736.41 Cr.

Benchmark

A benchmark is a standard market index used to compare a Fund’s performance. It helps investors know whether the Fund is performing better, worse, or similar to the market.

NIFTY 500 Total Retu...

NIFTY 500 Total Returns Index