How has India’s 4-largest actively managed equity fund performed?

Which is India’s 4-largest actively managed equity fund?

HDFC Flexi Cap. Let’s look at its short and long-term performance.

Fund details

It is a flexi-cap fund with assets of Rs 49,659 crore. Value Research Rating: 4/5, Expense ratio: 0.83% (Rank: 41/71), Managed by: Roshi Jain , *Feb 29 data. Direct plan

1-year performance

Fund’s return: 44.4%, BSE 500 TRI return: 39.7%, Category rank: 13/73

5-year performance

Fund’s return: 20.1%, BSE 500 TRI return: 17.5%, Category rank: 9/44

Since inception (Jan 1995)

Fund’s return: 18.9%, Sensex return: 10.5%

Important note

Returns of direct plans as of March 14, 2024.

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