HDFC Flexi Cap Fund, an open-ended dynamic equity scheme

It has completed 29 years in operation, delivering a remarkable 18.87% Compound Annual Growth Rate (CAGR).  

An SIP of Rs 10,000 invested monthly since inception would have grown to Rs 16.5 crore by December 31, 2023.

This fund invests across large-, mid-, and small-cap stocks using a bottom-up approach.  

It mainly focuses on quality companies with growth potential in the medium to long term.

Meet Roshi Jain, the Senior Fund Manager extraordinaire at HDFC Mutual Fund.

HDFC Flexi Cap Fund follows a research-driven process backed by an experienced in-house team covering 400+ stocks.

Diversification across sectors, themes, and a valuation-focused approach ensures sustainable alpha creation through a disciplined and scalable process.