HDFC Flexi Cap Fund vs Old Bridge 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, humne do funds ki comparison ki hai, ek Multi Cap aur ek Large Cap, jo ki HDFC Flexi Cap Fund aur Old Bridge Mutual Fund Large Cap Fund hai. Chaliye, hum dekhenge ki kaunsa fund long-term wealth creation ke liye better hai, aur kaunsa fund aapke investment goals ke liye suitable hai.
| Parameter | AHDFC Flexi Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Old Bridge Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 1945.71 | 497.22 |
| AUM (₹ Cr) | 10.05 Lac Cr | 2.62 Lac Cr |
| Expense Ratio (%) | 0.67% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.97 | 11.89 |
| Sharpe Ratio | 0.87 | 0.69 |
| 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) | Sonam Udasi; Amey Sathe (9.2 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% | 22% |
🤖 AI Verdict – Which is Better?
Haan, humne dekha hai ki HDFC Flexi Cap Fund ka 3Y return 17.84% hai, jo ki Old Bridge Mutual Fund Large Cap Fund se zyada hai. Lekin, risk bhi dekhte hain, toh dono funds ka riskometer Very High hai. Expense ratio mein bhi HDFC Flexi Cap Fund ka expense ratio 0.67% hai, jo ki thoda zyada hai. Sach ye hai, HDFC Flexi Cap Fund long-term wealth creation ke liye better 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 Old Bridge Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.62 Lac Cr
- Sharpe Ratio: 0.69
📈 SIP Suitability
Chaliye, hum dekhenge ki kaunsa fund monthly SIP ke liye better hai. Dekho, HDFC Flexi Cap Fund ka 3Y return consistency aur return stability mein behtar hai, isliye yeh fund SIP ke liye better hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio sabhi cheezein humne compare ki hain. Dekho, HDFC Flexi Cap Fund ka Sharpe ratio 0.87 hai, jo ki Old Bridge Mutual Fund Large Cap Fund se zyada hai. Isse pata chalta hai ki HDFC Flexi Cap Fund better risk-adjusted returns deta hai.
📊 Portfolio Diversification
Lekin, asset allocation aur top holdings concentration mein bhi humne compare kiya hai. Dekho, HDFC Flexi Cap Fund ka asset allocation mein Equity 97% hai, aur top holdings mein HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hain. Dono funds mein top holdings concentration hai, lekin HDFC Flexi Cap Fund thoda zyada diversified hai.
SIP Calculator – Compare Growth Potential
HDFC Flexi Cap Fund
₹1664275.59
@17.8% annual return (3Y)
Old Bridge 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 Old Bridge 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 Old Bridge Mutual Fund Large Cap Fund se zyada hai, isse pata chalta hai ki higher risk worth it hai.
Q3: Which fund is more cost‑effective?
Old Bridge Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo ki HDFC Flexi Cap Fund se kam hai, isse pata chalta hai ki yeh 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