HDFC Flexi Cap Fund vs Quantum 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, hum do funds ki comparison karenge - HDFC Flexi Cap Fund aur Quantum Mutual Fund Large Cap Fund. Dono funds ki category alag hai, ek Multi Cap hai aur dusra Large Cap. Hum yeh jaanenge ki kaunsa fund long-term wealth creation ke liye behtar hai, aur kyun.
| Parameter | AHDFC Flexi Cap Fund - Direct Plan - Growth | BQuantum Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Quantum Mutual Fund |
| Category | Multi Cap | Large Cap |
| NAV (₹) | 1945.71 | 497.22 |
| AUM (₹ Cr) | 10.05 Lac Cr | 2.40 Lac Cr |
| Expense Ratio (%) | 0.67% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 12.97 | 11.75 |
| Sharpe Ratio | 0.87 | 0.7 |
| 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) | Atul Kumar (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% | 21% |
🤖 AI Verdict – Which is Better?
haan, HDFC Flexi Cap Fund 3Y return mein 17.84% deta hai, jo Quantum Mutual Fund Large Cap Fund se zyada hai. Iske alawa, HDFC Flexi Cap Fund ka expense ratio 0.67% hai, jo thoda zyada hai lekin risk-adjusted returns behtar hai. Isliye, hum kehte hain 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 Quantum Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.40 Lac Cr
- Sharpe Ratio: 0.7
📈 SIP Suitability
chaliye, dekhte hain ki kaunsa fund monthly SIP ke liye behtar hai. HDFC Flexi Cap Fund ka 3Y return 17.84% hai, jo stability aur consistency ke maamle mein behtar hai. Isliye, hum kehte hain ki HDFC Flexi Cap Fund SIP ke liye behtar hai.
⚠️ Risk & Cost Analysis
sach ye hai ki dono funds ka riskometer Very High hai, lekin HDFC Flexi Cap Fund ka Sharpe ratio 0.87 hai, jo Quantum Mutual Fund Large Cap Fund se behtar hai. Iske alawa, HDFC Flexi Cap Fund ka expense ratio 0.67% hai, jo thoda zyada hai. Lekin overall, HDFC Flexi Cap Fund risk-adjusted returns behtar deta hai.
📊 Portfolio Diversification
dekho, HDFC Flexi Cap Fund ka asset allocation 97% equity aur 3% T-Bills hai, jabki Quantum Mutual Fund Large Cap Fund ka asset allocation 96% equity aur 4% T-Bills hai. Dono funds ka top holdings concentration thoda zyada hai, lekin HDFC Flexi Cap Fund ka diversification thoda behtar hai.
SIP Calculator – Compare Growth Potential
HDFC Flexi Cap Fund
₹1664275.59
@17.8% annual return (3Y)
Quantum 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 5Y return mein 17.6% aur 3Y return mein 17.84% deta hai, jo Quantum Mutual Fund Large Cap Fund se behtar hai.
Q2: Is the higher risk fund worth it?
haan, HDFC Flexi Cap Fund ka Sharpe ratio 0.87 hai, jo Quantum Mutual Fund Large Cap Fund se behtar hai, isliye higher risk worth it hai.
Q3: Which fund is more cost‑effective?
Quantum 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