HDFC Flexi Cap Fund - Growth Plan vs Sundaram Flexicap Fund Direct Growth — which has given better returns?

HDFC Flexi Cap Fund - Growth Plan has a 1-year return of 2.58% versus Sundaram Flexicap Fund Direct Growth's -3.49%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

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

HDFC Flexi Cap Fund - Growth Plan's expense ratio is 0.77% versus Sundaram Flexicap Fund Direct Growth's 0.11%. 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 Sundaram Flexicap Fund Direct Growth?

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 Sundaram Flexicap Fund Direct Growth

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

HDFC Flexi Cap Fund - Growth Plan

HDFC Mutual Fund

★★★★★

Equity · Flexi Cap

Sundaram Flexicap Fund Direct Growth

Motilal Oswal Mutual Fund

★★★★★

Equity · Flexi Cap

Metric	HDFC Flexi Cap Fund - ...	Sundaram Flexicap Fund...
NAV	₹2018.05	₹10.64
Star Rating	★★★★★	★★★
Expense Ratio	0.77%	0.11%
AUM	₹106,495 Cr	₹38 Cr
1M Return	+3.35%	-0.13%
3M Return	+3.84%	+3.41%
6M Return	-1.94%	-2.9%
1Y Return	+2.58%	-3.49%
3Y CAGR	+17.4%	+10.08%
5Y CAGR	+18.41%	+11.16%
Risk Level	—	—
Fund Manager	Prashant Jain	Swapnil P Mayekar

open_in_new View Fund A open_in_new View Fund B

Compare More Funds SIP Calculator SIP vs Lumpsum Guide ELSS Tax Saving Funds