Aeterna Wealth

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 FundHDFC Flexi Cap Fund
CategoryFlexi CapFlexi Cap
Fund houseAditya Birla Sun Life Mutual FundHDFC Mutual Fund
Benchmark (TRI)Nifty 500Nifty 500
Age13.8 years13.8 years
AUM₹28,241 cr₹1,10,925 cr
Direct plan
RatingAA+
Expense ratio0.90%0.75%
1Y return6.5%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
RatingAA+
Expense ratio1.67%1.35%
1Y return5.7%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, 3Y13.4%12.4%
Max fall, 5Y-19.5%-13.3%
Down capture, 3Y8266
Stocks held8079
Top 10 holdings27%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.