Which has the lower expense ratio, HDFC Flexi Cap Fund - Growth Plan or Helios Flexi Cap Fund - Direct Plan - Growth Option?

HDFC Flexi Cap Fund - Growth Plan's expense ratio is 0.77% versus Helios Flexi Cap Fund - Direct Plan - Growth Option's 0.85%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both HDFC Flexi Cap Fund - Growth Plan and Helios Flexi Cap Fund - Direct Plan - Growth Option?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

HDFC Flexi Cap Fund - Growth Plan vs Helios Flexi Cap Fund - Direct Plan - Growth Option

Q: HDFC Flexi Cap Fund - Growth Plan vs Helios Flexi Cap Fund - Direct Plan - Growth Option — which has given better returns?

HDFC Flexi Cap Fund - Growth Plan has a 1-year return of 2.58% versus Helios Flexi Cap Fund - Direct Plan - Growth Option's 9.12%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

HDFC Flexi Cap Fund - Growth Plan

HDFC Mutual Fund

★★★★★

Equity · Flexi Cap

Helios Flexi Cap Fund - Direct Plan - Growth Option

Helios Mutual Fund

★★★★★

Equity · Flexi Cap

Metric	HDFC Flexi Cap Fund - ...	Helios Flexi Cap Fund ...
NAV	₹2036.32	₹16.19
Star Rating	★★★★★	★★★★
Expense Ratio	0.77%	0.85%
AUM	₹106,495 Cr	₹7,577 Cr
1M Return	+3.35%	+5.9%
3M Return	+3.84%	+10.92%
6M Return	-1.94%	+6.25%
1Y Return	+2.58%	+9.12%
3Y CAGR	+17.4%	—
5Y CAGR	+18.41%	—
Risk Level	—	—
Fund Manager	Prashant Jain	Alok Bahl

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