HDFC Flexi Cap Fund vs Axis Small Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
17.84%
3Y Return
17.52%
dekho, humne do funds ki comparison ki hai, ek Multi Cap hai, HDFC Flexi Cap Fund, aur doosra Small Cap hai, Axis Small Cap Fund. chaliye, hum dekhte hai ki kaunsa fund long-term wealth creation ke liye better hai, aur kya woh aapke investment goals ke liye suitable hai.
| Parameter | AHDFC Flexi Cap Fund - Direct Plan - Growth | BAxis Small Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Axis Mutual Fund |
| Category | Multi Cap | Small Cap |
| NAV (₹) | 1945.71 | 124.14 |
| AUM (₹ Cr) | 10.05 Lac Cr | 2.74 Lac Cr |
| Expense Ratio (%) | 0.67% | 0.92% |
| Riskometer | Very High | Very High |
| Volatility | 12.97 | 17.03 |
| Sharpe Ratio | 0.87 | 0.65 |
| 1 Year Return (%) | -0.81% | 4.52% |
| 3 Year Return (%) | 17.84% | 17.52% |
| 5 Year Return (%) | 17.6% | 18.04% |
| Since Launch (%) | 14.35% | 22.39% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 April 2006 | 5 December 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Roshi Jain; Gopal Agrawal (3.8 years yrs) | Krishnaa Narayan; Mayank Hyanki; Tejas Sheth (2.8 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty Smallcap 250 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) | CCL Products (India) Ltd. (2.79%), Krishna Institute of Medical Sciences Ltd (2.47%), JB Chemicals & Pharmaceuticals Ltd. (2.23%) |
| Asset Allocation | Equity: 97.00% | T-Bills: 3.00% | Equity: 88.35% | ID: 1.76% | T-Bills: 0.55% |
| Portfolio Turnover | 26% | 12% |
🤖 AI Verdict – Which is Better?
haan, dono funds ke returns ache hai, lekin HDFC Flexi Cap Fund ka 3Y return 17.84% hai, aur expense ratio 0.67% hai, jo ki Axis Small Cap Fund se kam hai. sach ye hai, dono funds ka riskometer Very High hai, lekin HDFC Flexi Cap Fund ka volatility 12.97 hai, jo ki Axis Small Cap Fund se kam 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 Small Cap Fund?
- Expense ratio: 0.92%
- 3Y return: 17.52%
- AUM: 2.74 Lac Cr
- Sharpe Ratio: 0.65
📈 SIP Suitability
chaliye, hum dekhte hai ki kaunsa fund monthly SIP ke liye better hai. Axis Small Cap Fund ka 1Y return 4.52% hai, jo ki HDFC Flexi Cap Fund se zyada hai, lekin consistency aur return stability ke maamle me HDFC Flexi Cap Fund thoda better hai.
⚠️ Risk & Cost Analysis
dekho, dono funds ka riskometer Very High hai, lekin HDFC Flexi Cap Fund ka Sharpe ratio 0.87 hai, jo ki Axis Small Cap Fund ke 0.65 se zyada hai. iska matlab hai ki HDFC Flexi Cap Fund ne risk-adjusted returns me better perform kiya hai.
📊 Portfolio Diversification
haan, HDFC Flexi Cap Fund ka asset allocation me equity 97% hai, aur top 3 holdings me HDFC Bank, ICICI Bank, aur Reliance Industries hai. Axis Small Cap Fund ka asset allocation me equity 88.35% hai, aur top 3 holdings me CCL Products, Krishna Institute of Medical Sciences, aur JB Chemicals hai. sach ye hai, HDFC Flexi Cap Fund ka portfolio thoda more concentrated hai.
SIP Calculator – Compare Growth Potential
HDFC Flexi Cap Fund
₹1664275.59
@17.8% annual return (3Y)
Axis Small Cap Fund
₹1630847.06
@17.5% 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 Small Cap Fund ka 5Y return 18.04% hai, jo ki HDFC Flexi Cap Fund ke 17.6% se zyada hai.
Q2: Is the higher risk fund worth it?
dekho, dono funds ka riskometer Very High hai, lekin Axis Small Cap Fund ka volatility 17.03 hai, jo ki HDFC Flexi Cap Fund ke 12.97 se zyada hai, aur Sharpe ratio 0.65 hai, jo ki HDFC Flexi Cap Fund ke 0.87 se kam hai.
Q3: Which fund is more cost‑effective?
HDFC Flexi Cap Fund ka expense ratio 0.67% hai, jo ki Axis Small Cap Fund ke 0.92% se kam hai, isliye HDFC Flexi Cap 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