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

HDFC Flexi Cap Fund - Growth Plan has a 1-year return of 2.58% versus Tata Flexi Cap Fund-Direct Plan-Growth's -2.33%. 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 Tata Flexi Cap Fund-Direct Plan-Growth?

HDFC Flexi Cap Fund - Growth Plan's expense ratio is 0.77% versus Tata Flexi Cap Fund-Direct Plan-Growth's 0.84%. 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 Tata Flexi Cap Fund-Direct Plan-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 Tata Flexi Cap Fund-Direct Plan-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

Tata Flexi Cap Fund-Direct Plan-Growth

Tata Mutual Fund

★★★★★

Equity · Flexi Cap

Metric	HDFC Flexi Cap Fund - ...	Tata Flexi Cap Fund-Di...
NAV	₹2036.32	₹26.85
Star Rating	★★★★★	★★★
Expense Ratio	0.77%	0.84%
AUM	₹106,495 Cr	₹3,638 Cr
1M Return	+3.35%	+2.82%
3M Return	+3.84%	+3.17%
6M Return	-1.94%	-3.04%
1Y Return	+2.58%	-2.33%
3Y CAGR	+17.4%	+12.75%
5Y CAGR	+18.41%	+11.5%
Risk Level	—	—
Fund Manager	Prashant Jain	Sonam Udasi

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