HDFC Flexi Cap Fund vs Axis Bluechip Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
17.84%
3Y Return
21.36%
dekho, aapke paas do fund options hain - HDFC Flexi Cap Fund aur Axis Bluechip Fund. Dono hi alag categories mein aate hain, Multi Cap aur Large Cap. hum is article mein in dono funds ko compare karenge aur aapko bataayenge ki kaunsa fund aapke long-term wealth creation ke liye behtar hai. chaliye, shuru karte hain.
| Parameter | AHDFC Flexi Cap Fund - Direct Plan - Growth | BAxis Bluechip Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Axis Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 1945.71 | 20.09 |
| AUM (₹ Cr) | 10.05 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 0.67% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.97 | 11.32 |
| Sharpe Ratio | 0.87 | 1.31 |
| 1 Year Return (%) | -0.81% | 5.85% |
| 3 Year Return (%) | 17.84% | 21.36% |
| 5 Year Return (%) | 17.6% | 5.92% |
| Since Launch (%) | 14.35% | 16.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 April 2006 | 28 September 2021 |
| Exit Load | Nil | Nil |
| Fund Manager | Roshi Jain; Gopal Agrawal (3.8 years yrs) | Ashish Naik; Shreyash Devalkar (7.8 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% | 16% |
🤖 AI Verdict – Which is Better?
haan, Axis Bluechip Fund ka 3Y return 21.36% hai, jo HDFC Flexi Cap Fund se zyada hai. iske alawa, Axis Bluechip Fund ka expense ratio 0.52% hai, jo HDFC Flexi Cap Fund ke 0.67% se kam hai. lekin, dono funds ka riskometer Very High hai. sach ye hai, Axis Bluechip Fund ka consistency aur returns HDFC Flexi Cap Fund se behtar 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 Axis Bluechip Fund?
- Expense ratio: 0.52%
- 3Y return: 21.36%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.31
📈 SIP Suitability
dekho, agar aap monthly SIP ke liye soch rahe hain, to Axis Bluechip Fund behtar hai. iska 3Y return aur consistency HDFC Flexi Cap Fund se zyada hai. chaliye, SIP ke liye Axis Bluechip Fund ko chun sakte hain.
⚠️ Risk & Cost Analysis
dekho, dono funds ka riskometer Very High hai, lekin Axis Bluechip Fund ka volatility 11.32 hai, jo HDFC Flexi Cap Fund ke 12.97 se kam hai. iske alawa, Axis Bluechip Fund ka Sharpe ratio 1.31 hai, jo HDFC Flexi Cap Fund ke 0.87 se zyada hai. haan, Axis Bluechip Fund ka expense ratio bhi kam hai.
📊 Portfolio Diversification
chaliye, portfolio diversification ki baat karte hain. HDFC Flexi Cap Fund ka asset allocation mein Equity 97% hai, jabki Axis Bluechip Fund ka 96% hai. dono funds ke top holdings mein HDFC Bank, ICICI Bank, aur Reliance Industries hain. lekin, Axis Bluechip Fund ka holdings concentration thoda zyada hai.
SIP Calculator – Compare Growth Potential
HDFC Flexi Cap Fund
₹1664275.59
@17.8% annual return (3Y)
Axis Bluechip Fund
₹2089333.11
@21.4% 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?
Axis Bluechip Fund ka 5Y return 5.92% hai, lekin HDFC Flexi Cap Fund ka 5Y return 17.6% hai, isliye HDFC Flexi Cap Fund gives better returns in the long run.
Q2: Is the higher risk fund worth it?
haan, Axis Bluechip Fund ka Sharpe ratio 1.31 hai, jo HDFC Flexi Cap Fund ke 0.87 se zyada hai, isliye higher risk fund worth it hai.
Q3: Which fund is more cost‑effective?
Axis Bluechip Fund ka expense ratio 0.52% hai, jo HDFC Flexi Cap Fund ke 0.67% se kam hai, isliye Axis Bluechip Fund more cost-effective hai.
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