HDFC Flexi Cap Fund vs Edelweiss Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
17.84%
3Y Return
14.7%
dekho, aaj hum HDFC Flexi Cap Fund aur Edelweiss Mutual Fund Large Cap Fund ki tulna karenge, jo ki Multi Cap aur Large Cap categories mein aate hain, lekin hum yeh bhi dekhenge ki kaun sa fund long-term wealth creation ke liye behtar hai, aur kyon.
| Parameter | AHDFC Flexi Cap Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Edelweiss Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 1945.71 | 497.22 |
| AUM (₹ Cr) | 10.05 Lac Cr | 2.33 Lac Cr |
| Expense Ratio (%) | 0.67% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.97 | 12.9 |
| Sharpe Ratio | 0.87 | 0.64 |
| 1 Year Return (%) | -0.81% | -4.02% |
| 3 Year Return (%) | 17.84% | 14.7% |
| 5 Year Return (%) | 17.6% | 12.03% |
| Since Launch (%) | 14.35% | 11.65% |
| 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) | Bharat Lahoti (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% | 32% |
🤖 AI Verdict – Which is Better?
haan, HDFC Flexi Cap Fund ka 3Y return 17.84% hai, jo ki Edelweiss Mutual Fund Large Cap Fund se zyada hai, aur iska expense ratio 0.67% hai, jo ki theek hai, lekin risk bhi very high hai, to isliye hum HDFC Flexi Cap Fund ko 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 Edelweiss Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.33 Lac Cr
- Sharpe Ratio: 0.64
📈 SIP Suitability
chaliye, dekhte hain, HDFC Flexi Cap Fund aur Edelweiss Mutual Fund Large Cap Fund mein se kaun sa fund SIP ke liye behtar hai, to hum yeh dekhenge ki kaun sa fund consistent returns dega, aur kaun sa fund jyada stable hai.
⚠️ Risk & Cost Analysis
sach ye hai, HDFC Flexi Cap Fund ka riskometer very high hai, aur volatility 12.97 hai, lekin Sharpe ratio 0.87 hai, jo ki Edelweiss Mutual Fund Large Cap Fund se zyada hai, to isliye hum yeh maante hain ki HDFC Flexi Cap Fund better risk-adjusted returns dega.
📊 Portfolio Diversification
dekho, HDFC Flexi Cap Fund ka asset allocation 97% equity aur 3% T-Bills hai, aur top 3 holdings mein HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hain, jo ki Edelweiss Mutual Fund Large Cap Fund se thoda alag hai, lekin dono funds mein sector risk hai.
SIP Calculator – Compare Growth Potential
HDFC Flexi Cap Fund
₹1664275.59
@17.8% annual return (3Y)
Edelweiss Mutual Fund Large Cap Fund
₹1367804.07
@14.7% 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 ki Edelweiss Mutual Fund Large Cap Fund se zyada hai.
Q2: Is the higher risk fund worth it?
haan, HDFC Flexi Cap Fund ka Sharpe ratio 0.87 hai, jo ki Edelweiss Mutual Fund Large Cap Fund se zyada hai, to isliye hum yeh maante hain ki higher risk worth it hai.
Q3: Which fund is more cost‑effective?
Edelweiss Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo ki HDFC Flexi Cap Fund se kam hai, lekin exit load N/A 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