Aditya Birla Sun Life Flexi Cap Fund vs HDFC Flexi Cap Fund
Over the last 3 years, HDFC Flexi Cap Fund returned 17.4% a year against 16.6% for Aditya Birla Sun Life Flexi Cap Fund (Direct plans). HDFC Flexi Cap Fund costs less (0.75% a year, Direct). They hold 25 stocks in common; the portfolio overlap is 34%. Data as of 5 Nov 2026.
| Aditya Birla Sun Life Flexi Cap Fund | HDFC Flexi Cap Fund | |
|---|---|---|
| Category | Flexi Cap | Flexi Cap |
| Fund house | Aditya Birla Sun Life Mutual Fund | HDFC Mutual Fund |
| Benchmark (TRI) | Nifty 500 | Nifty 500 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹28,241 cr | ₹1,10,925 cr |
| Direct plan | ||
| Rating | A | A+ |
| Expense ratio | 0.90% | 0.75% |
| 1Y return | 6.5% | 2.0% |
| 3Y return (a year) | 16.6% | 17.4% |
| 5Y return (a year) | 11.7% | 16.4% |
| 3Y vs index | +4.6% | +5.4% |
| Regular plan | ||
| Rating | A | A+ |
| Expense ratio | 1.67% | 1.35% |
| 1Y return | 5.7% | 1.4% |
| 3Y return (a year) | 15.7% | 16.6% |
| 5Y return (a year) | 10.8% | 15.6% |
| 3Y vs index | +3.6% | +4.6% |
| Risk and portfolio | ||
| Volatility, 3Y | 13.4% | 12.4% |
| Max fall, 5Y | -19.5% | -13.3% |
| Down capture, 3Y | 82 | 66 |
| Stocks held | 80 | 79 |
| Top 10 holdings | 27% | 44% |
Common questions
Aditya Birla Sun Life Flexi Cap Fund or HDFC Flexi Cap Fund: which has done better?
Over the last 3 years, HDFC Flexi Cap Fund returned 17.4% a year against 16.6% for Aditya Birla Sun Life Flexi Cap Fund (Direct plans).
How much do Aditya Birla Sun Life Flexi Cap Fund and HDFC Flexi Cap Fund overlap?
They hold 25 stocks in common; the portfolio overlap is 34%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.