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, humne do funds ka comparison kiya hai - HDFC Flexi Cap Fund aur Quantum Mutual Fund Large Cap Fund. dono funds ki category alag hai, ek multi cap hai aur doosra large cap. chaliye, aage chalte hain aur dekhte hain ki kaunsa fund long-term wealth creation ke liye better hai.
| 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 ka 3Y return 17.84% 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 ke maamle mein dono funds very high riskometer hai, isliye humein expense ratio aur return ko dekhna hoga, aur yahaan HDFC Flexi Cap Fund thoda 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 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
sach ye hai, dono funds long-term SIP ke liye suitable hain, lekin consistency aur return stability ki baat karein to HDFC Flexi Cap Fund ka 5Y return 17.6% hai, jo thoda zyada stable hai. isliye, hum kehte hain ki HDFC Flexi Cap Fund SIP ke liye better hai.
⚠️ Risk & Cost Analysis
dekho, riskometer dono funds ka very high hai, lekin volatility aur Sharpe ratio ki baat karein to HDFC Flexi Cap Fund ka volatility 12.97 hai aur Sharpe ratio 0.87 hai, jo thoda better hai. expense ratio ki baat karein to Quantum Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo kam hai. isliye, hum kehte hain ki HDFC Flexi Cap Fund risk-adjusted returns ke maamle mein better hai.
📊 Portfolio Diversification
chaliye, asset allocation ki baat karein to HDFC Flexi Cap Fund ka equity allocation 97% hai aur T-Bills 3% hai, jabki Quantum Mutual Fund Large Cap Fund ka equity allocation 96% hai aur T-Bills 4% hai. top holdings ki baat karein to dono funds mein HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hain, lekin concentration thoda alag hai. isliye, hum kehte hain ki HDFC Flexi Cap Fund thoda diversified 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 ka 5Y return 17.6% hai, jo Quantum Mutual Fund Large Cap Fund se zyada hai, isliye HDFC Flexi Cap Fund better returns deta hai.
Q2: Is the higher risk fund worth it?
haan, HDFC Flexi Cap Fund ka volatility 12.97 hai, jo thoda zyada hai, lekin Sharpe ratio 0.87 hai, jo better 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 Quantum Mutual Fund Large Cap 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