HDFC Flexi Cap Fund vs Quant 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 mutual funds compare kiye hain - HDFC Flexi Cap Fund aur Quant Mutual Fund Large Cap Fund. Dono funds ki category alag hai, ek Multi Cap hai aur doosra Large Cap. Aage chaliye, humein pata chalega kaunsa fund long-term wealth creation ke liye behtar hai, aur kyun.
| Parameter | AHDFC Flexi Cap Fund - Direct Plan - Growth | BQuant Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Quant Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 1945.71 | 497.22 |
| AUM (₹ Cr) | 10.05 Lac Cr | 2.47 Lac Cr |
| Expense Ratio (%) | 0.67% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.97 | 12.4 |
| Sharpe Ratio | 0.87 | 0.66 |
| 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% | 27% |
🤖 AI Verdict – Which is Better?
Haan, dono funds ki comparison ke baad, humne dekha ki HDFC Flexi Cap Fund ka 3Y return 17.84% hai, jo Quant Mutual Fund Large Cap Fund se zyada hai. Iske alawa, expense ratio bhi thoda zyada hai, lekin riskometer dono funds ka very high hai. Sach ye hai ki HDFC Flexi Cap Fund long-term wealth creation ke liye 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 Quant Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.47 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
Chaliye, SIP ke liye dono funds ki comparison karte hain. Dekho, HDFC Flexi Cap Fund ka consistency aur return stability thoda zyada hai, isliye yeh fund 10+ years ke SIP ke liye behtar hai. Lekin, Quant Mutual Fund Large Cap Fund bhi ek accha vikalp hai.
⚠️ Risk & Cost Analysis
Riskometer dono funds ka very high hai, lekin volatility aur Sharpe ratio ki comparison ke baad, humne dekha ki HDFC Flexi Cap Fund ka Sharpe ratio 0.87 hai, jo Quant Mutual Fund Large Cap Fund se zyada hai. Iske alawa, expense ratio bhi thoda zyada hai, lekin overall risk-adjusted returns HDFC Flexi Cap Fund ka behtar hai.
📊 Portfolio Diversification
Dekho, asset allocation ki comparison ke baad, humne dekha ki dono funds ki equity allocation zyada hai, lekin HDFC Flexi Cap Fund ki T-Bills allocation thodi kam hai. Top holdings ki comparison ke baad, humne dekha ki dono funds ki top holdings me HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hain, lekin concentration thoda alag hai.
SIP Calculator – Compare Growth Potential
HDFC Flexi Cap Fund
₹1664275.59
@17.8% annual return (3Y)
Quant 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 Quant 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 Quant Mutual Fund Large Cap Fund se zyada hai, isliye higher risk worth it hai.
Q3: Which fund is more cost‑effective?
Quant Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo HDFC Flexi Cap Fund se kam hai, isliye 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