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HDFC Flexi Cap Fund - Growth Option - Direct Plan

HDFC Mutual Fund · Equity · mandate: ≥65% in equities, any market cap · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
101,793 cr
TER direct / regular
0.74% / 1.37%
Active return /yr (full)
6.7%
Score
78
Rank (Score, pool)
#2 of 245
Percentile (full, pool)
91
IR vs benchmark
1.13
CAGR (absolute)
20.1%
Max drawdown
-34.3%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

20192020202120222023202420252026-14830Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

2013201420152016201720182019202020212022202320242025202681423764Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

20132014201520162017201820192020202120222023202420252026-34-170Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY226.0%6.8%0.66828.0%21.6%27.6%12
FY2313.3%10.3%4.13983.0%-1.6%11.6%12
FY244.0%2.6%1.18692.4%40.1%44.1%12
FY259.8%7.2%1.83944.6%5.9%15.7%12
FY262.2%1.5%0.48654.4%-3.1%-0.9%12
FY27*-0.4%-2.2%-0.19386.8%15.1%14.7%5
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019-0.0-0.3-0.6-0.9
2020-1.7-1.7-1.0-0.4-1.6-1.3-2.1+2.0-5.0-0.4+2.7+2.3-8.1
2021+2.4+5.0-2.6-0.5+3.0-0.7+0.0-3.5+2.6+1.2-1.2-0.3+5.2
2022+5.2-1.0+0.3+1.6+2.2+1.2-0.4+0.0+0.6+2.6+0.7+0.7+14.6
2023+1.9+0.9+0.4-1.1-0.5+0.6+0.5+0.7-0.2+0.5+0.3-0.3+3.7
2024+0.4+1.6+0.5-0.2+1.5-0.4-1.0+0.7+0.9+2.7+0.4+0.2+7.3
2025+1.1+3.4-0.8+0.9-2.3-1.0+1.4+1.9+0.5-1.0-0.4+0.0+3.7
2026+2.0+0.4-0.3-3.4-0.2+1.6+0.8+0.7+1.4
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-8.6-1.0+4.1-0.1-4.6-5.6-4.3+5.6+12.3+1.6+4.6+2.3
2014-4.9+4.7+9.6+2.7+14.8+8.4-1.4+4.8+1.3+4.3+5.2-3.5+54.9
2015+4.7-2.0-2.1-2.0+1.8-0.8+3.4-6.6-0.6+1.4+0.9-2.2-4.3
2016-8.6-11.0+15.5+3.0+4.4+2.9+5.5+3.0-0.0+2.6-4.7-1.9+8.2
2017+6.0+3.6+4.0+3.6+2.0-0.4+6.6-3.2-1.7+8.9+1.1+2.8+38.0
2018+3.1-6.6-5.7+5.5-1.7-3.3+7.1+5.3-7.8-0.3+0.9+2.2-2.6
2019+0.0-2.1+10.7-1.0+3.4+0.5-7.6-3.7+3.3+3.8+1.0+0.0+7.4
2020-1.9-7.9-24.6+13.6-3.9+7.0+4.6+5.5-5.2+2.3+14.5+9.7+7.0
2021+0.5+12.8-1.6-0.1+10.0+1.3+1.5+3.0+6.1+1.5-4.0+2.1+37.0
2022+4.7-4.9+4.4+0.8-2.1-3.8+9.3+4.7-2.6+6.6+4.1-2.4+19.1
2023-1.4-1.8+0.7+3.4+3.2+4.9+4.5+0.1+1.9-2.3+7.4+7.6+31.5
2024+2.3+3.1+1.3+3.3+2.2+6.6+3.4+1.8+3.0-3.7+0.4-1.2+24.3
2025-2.4-4.3+6.5+4.1+1.4+2.8-1.4+0.1+1.7+3.3+0.5-0.2+12.2
2026-1.3+0.8-11.7+7.0-0.2+3.3+3.0+1.0+0.8

Quarterly average AUM & estimated net flows

201320142015201620172018201920202021202220232024202520269,67955,736101,793AUM (quarter avg), ₹cr
-7,79016,335
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.