North India Statesman
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Mutual fund investment: The Flexi Cap Scheme of HDFC Mutual Fund has shocked investors with its excellent performance in 30 years. Launched on January 1, 1995, the fund has given an annual return of 19% on lump sum investment, while SIP has given more than 21% return on investment. The fund has converted an investment of Rs 25,000 to Rs 49.96 lakh and a monthly SIP of Rs 5,000 to Rs 10 crore.
50,000 investment: 99.93 lakh rupees
25,000 investment: 49.96 lakh rupees
SIP Return: 21.28% Annual (30 years)
Monthly SIP: Rs 5,000
Total investment: 18 lakh rupees
Price after 30 years: Rs 10.19 crore
Other SIP Performance
20 years: 16.37% returns, SIP of 5,000 became 78.57 lakhs
15 years: 16.91% return, SIP of 5,000 made Rs 36.36 lakh
10 years: 19.11% return, SIP of 5,000 became 16.39 lakh rupees
Fund characteristics
As of 30 June 2025, HDFC Flexi Cap Fund has a managing assets (AUM) of Rs 79,584.54 crore. The regular plan expense ratio of this fund is 1.38% and fund managers are Roshi Jain and Dhruv Muthal. The fund invested dynamically in large-cap, mid-cap and small-cap companies, which is ideal for investors seeking diversification. However, its risk measure is ‘very high’ and benchmark Nifty is 500 TRI.
Investment strategy
This fund invests in high-quality companies that have strong growth factors and attractive evaluation. Its long -term investment strategy focuses on stable returns and diversification. HDFC Flexi Cap Fund is a great option for long -term investors due to its frequent high returns and diverse portfolio. However, it is necessary to take decisions keeping in mind the high risk.
