HDFC Flexi Cap Fund vs Aditya Birla Sun Life Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
17.84%
3Y Return
14.14%
dekho, aapko dono funds ke categories compare karne honge, ek Multi Cap hai, HDFC Flexi Cap Fund, aur doosra Large Cap hai, Aditya Birla Sun Life Large Cap Fund. aap yaha se seekhenge ki kaunsa fund aapke long term wealth creation ke liye behtar hai, chaliye.
| Parameter | AHDFC Flexi Cap Fund - Direct Plan - Growth | BAditya Birla Sun Life Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Aditya Birla Sun Life |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 1945.71 | 1009.42 |
| AUM (₹ Cr) | 10.05 Lac Cr | 1.90 Lac Cr |
| Expense Ratio (%) | 0.67% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.97 | 12.61 |
| Sharpe Ratio | 0.87 | 0.61 |
| 1 Year Return (%) | -0.81% | 2.72% |
| 3 Year Return (%) | 17.84% | 14.14% |
| 5 Year Return (%) | 17.6% | 10.5% |
| Since Launch (%) | 14.35% | 14.49% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 April 2006 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Roshi Jain; Gopal Agrawal (3.8 years yrs) | Mahesh Patil (3.5 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 50 |
| Top 3 Holdings | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 97.00% | T-Bills: 3.00% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 26% | 29% |
🤖 AI Verdict – Which is Better?
haan, HDFC Flexi Cap Fund 3Y return mein behtar hai, 17.84% ke saath, aur expense ratio bhi thoda high hai, 0.67%, lekin overall riskadjusted returns ke liye yeh behtar hai, sach ye hai.
Why consider HDFC Flexi Cap Fund?
- Expense ratio: 0.67%
- 3Y return: 17.84%
- AUM: 10.05 Lac Cr
- Sharpe Ratio: 0.87
Why consider Aditya Birla Sun Life Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.14%
- AUM: 1.90 Lac Cr
- Sharpe Ratio: 0.61
📈 SIP Suitability
dekho, dono funds ke returns compare karte hain, HDFC Flexi Cap Fund ka 3Y return thoda behtar hai, aur consistency bhi, isliye yeh monthly SIP ke liye behtar hai, chaliye.
⚠️ Risk & Cost Analysis
riskestaurant, volatility, Sharpe ratio, expense ratio sab compare karne honge, dekho, HDFC Flexi Cap Fund ka riskometer very high hai, lekin Sharpe ratio bhi behtar hai, 0.87, isliye yeh risk-adjusted returns ke liye behtar hai.
📊 Portfolio Diversification
asset allocation compare karte hain, HDFC Flexi Cap Fund ka equity allocation 97% hai, aur top holdings mein HDFC Bank, ICICI Bank, Reliance Industries hain, Aditya Birla Sun Life Large Cap Fund bhi similar hai, lekin thoda diversified hai, chaliye.
SIP Calculator – Compare Growth Potential
HDFC Flexi Cap Fund
₹1664275.59
@17.8% annual return (3Y)
Aditya Birla Sun Life Large Cap Fund
₹1321695.07
@14.1% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
HDFC Flexi Cap Fund ka 5Y return 17.6% hai, jo Aditya Birla Sun Life Large Cap Fund se behtar hai, 10.5% ke saath, isliye yeh long run mein behtar hai.
Q2: Is the higher risk fund worth it?
haan, HDFC Flexi Cap Fund ka riskometer very high hai, lekin Sharpe ratio bhi behtar hai, 0.87, isliye yeh risk worth it hai, sach ye hai.
Q3: Which fund is more cost‑effective?
Aditya Birla Sun Life Large Cap Fund ka expense ratio 0.52% hai, jo HDFC Flexi Cap Fund se kam hai, 0.67%, isliye yeh cost-effective hai, chaliye.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price