Franklin India Flexi Cap Fund vs HDFC Flexi Cap Fund
Over the last 3 years, HDFC Flexi Cap Fund returned 17.9% a year against 12.5% for Franklin India Flexi Cap Fund (Direct plans). In falling months, HDFC Flexi Cap Fund fell less: 66% of the index's fall, against 88%. They hold 26 stocks in common; the portfolio overlap is 47%. Data as of 12 Nov 2026.
| Franklin India Flexi Cap Fund | HDFC Flexi Cap Fund | |
|---|---|---|
| Category | Flexi Cap | Flexi Cap |
| Fund house | Franklin Templeton Mutual Fund | HDFC Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹18,228 cr | ₹1,10,438 cr |
| Direct plan | ||
| Rating | C | B |
| Expense ratio | 0.98% | 0.74% |
| 1Y return | -0.5% | 5.0% |
| 3Y return (a year) | 12.5% | 17.9% |
| 5Y return (a year) | 11.1% | 16.8% |
| 3Y vs index | +0.3% | +5.7% |
| Rating score, rank | 32 · #29 of 36 | 55 · #17 of 36 |
| Regular plan | ||
| Rating | C | B |
| Expense ratio | 1.77% | 1.34% |
| 1Y return | -1.2% | 4.3% |
| 3Y return (a year) | 11.6% | 17.1% |
| 5Y return (a year) | 10.2% | 16.0% |
| 3Y vs index | -0.6% | +4.9% |
| Rating score, rank | 33 · #29 of 36 | 57 · #13 of 36 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 99% | 100% |
| Deepest fall, 3Y | -16.4% | -13.3% |
| Volatility, 3Y | 13.7% | 12.7% |
| Max fall, 5Y | -17.6% | -13.3% |
| Down capture, 3Y | 88 | 66 |
| Stocks held | 57 | 79 |
| Top 10 holdings | 40% | 44% |
| Large / mid / small caps | 71 / 13 / 10% | 70 / 15 / 10% |
| Largest sector | Banks | Banks |
Common questions
Franklin India Flexi Cap Fund or HDFC Flexi Cap Fund: which is better?
On our track-record ratings (Direct plans), Franklin India Flexi Cap Fund is rated C and HDFC Flexi Cap Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Franklin India Flexi Cap Fund or HDFC Flexi Cap Fund: which has done better?
Over the last 3 years, HDFC Flexi Cap Fund returned 17.9% a year against 12.5% for Franklin India Flexi Cap Fund (Direct plans).
How much do Franklin India Flexi Cap Fund and HDFC Flexi Cap Fund overlap?
They hold 26 stocks in common; the portfolio overlap is 47%.
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.
More comparisons
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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