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, Multi Cap aur Small Cap categories mein do funds ki comparison kar rahe hain - HDFC Flexi Cap Fund aur Axis Small Cap Fund. Chaliye, in funds ke returns, risk, aur expenses ko compare karte hain, taaki aapko pata chale ki kaunsa fund aapke long-term wealth creation ke liye better 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 ki comparison karne ke baad, hum kah sakte hain ki HDFC Flexi Cap Fund ka 3Y return thoda zyada hai, lekin expense ratio thoda kam hai. Risk bhi dono funds mein very high hai, lekin HDFC Flexi Cap Fund ka Sharpe ratio thoda better hai. Isliye, hum HDFC Flexi Cap Fund ko long-term wealth creation ke liye better maante hain.
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
Sach ye hai ki dono funds mein SIP kar sakte hain, lekin consistency aur return stability ki baat karein to HDFC Flexi Cap Fund ka 3Y return thoda zyada stable hai. Isliye, hum HDFC Flexi Cap Fund ko SIP ke liye better maante hain.
⚠️ Risk & Cost Analysis
Dekho, riskometer dono funds mein very high hai, lekin volatility aur Sharpe ratio ki baat karein to HDFC Flexi Cap Fund ka Sharpe ratio thoda better hai. Expense ratio bhi HDFC Flexi Cap Fund mein thoda kam hai. Isliye, hum kah sakte hain ki HDFC Flexi Cap Fund better risk-adjusted returns deta hai.
📊 Portfolio Diversification
Chaliye, asset allocation ki baat karein to HDFC Flexi Cap Fund mein equity allocation zyada hai, lekin top holdings ki baat karein to Axis Small Cap Fund mein thoda zyada diversification hai. Lekin, sector risk ki baat karein to HDFC Flexi Cap Fund mein banking sector ki holdings zyada 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 HDFC Flexi Cap Fund ke 17.6% se thoda zyada hai.
Q2: Is the higher risk fund worth it?
Haan, dono funds mein very high risk hai, lekin HDFC Flexi Cap Fund ka Sharpe ratio 0.87 hai, jo Axis Small Cap Fund ke 0.65 se thoda better hai.
Q3: Which fund is more cost‑effective?
HDFC Flexi Cap Fund ka expense ratio 0.67% hai, jo Axis Small Cap Fund ke 0.92% se thoda kam 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