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HDFC vs Franklin India Flexi Cap Fund: For investors navigating volatile markets, choosing a suitable flexi-cap mutual fund has become increasingly crucial. Besides, the flexi-cap category funds have remained a favourite for long-term investors seeking diversification in the competitive landscape of Indian equity mutual funds.
With several top-performing flexi schemes available in the market, many settle for popular picks. However, experts caution that choosing the best fund requires looking beyond past returns to assess strategy and risk profile.
HDFC vs Franklin India Flexi Cap Fund (Direct)
In this article, we have given the performance comparison of the two flexi-cap mutual funds – HDFC Flexi Cap Fund – Direct and Franklin India Flexi Cap Fund – Direct.
HDFC vs Franklin India Flexi Cap Fund: Comparison of Lump Sum Investment
HDFC Flexi Cap Fund – Direct: Lump Sum Investment
HDFC Flexi Cap has delivered a robust 19.86 per cent CAGR, turning the initial capital investment of Rs 10,000 to Rs 6,12,166 in 10 years.
- Scheme returns (in percentage) in 10 years: 19.86% CAGR
- One-time investment: Rs 1,00,000
- Value of investment after 10 years: Rs 6,12,166
Franklin India Flexi Cap Fund – Direct: Lump Sum Investment
Franklin India Flexi Cap has delivered a massive 16.35 per cent CAGR, turning the initial capital investment of Rs 10,000 into Rs 4,54,820 in 10 years.
- Scheme Returns (in percentage) in 10 years: 16.35% CAGR
- One-time investment: Rs 1,00,000
- Value of Investment after 10 years: Rs 4,54,820
This show nearly 3.5 per cent difference in annual growth resulted in HDFC investors earning over Rs 1.57 lakh more than their Franklin counterparts on the same Rs 10,000 capital investment.
HDFC vs Franklin India Flexi Cap Fund: Comparison of SIP return
Investment in SIP (Systematic Investment Plan) also tells a similar story, with HDFC dominating between the two.
HDFC Flexi Cap Fund – Direct: SIP Return
For an investor starting with an investment of Rs 10,000 SIP per month, with an upfront investment of Rs 1,00,000 and a total of Rs 13,00,000 with 16.95 per cent CAGR in 10 years, the final corpus stands at Rs 33,96,458.
- Scheme Returns (%) in 10 years: 16.95% CAGR
- Monthly SIP amount: Rs 10,000
- Upfront investment: Rs 1,00,000
- Total investment: Rs 13,00,000
- SIP value after 10 years: Rs 33,96,458
Franklin India Flexi Cap Fund – Direct: SIP Return
For an investor starting with an investment of Rs 10,000 SIP per month, with an upfront investment of Rs 1,00,000 and a total of Rs 13,00,000 with 14.27 per cent CAGR in 10 years, the final corpus stands at Rs 29,08,030.
- Scheme Returns (%) in 10 years: 14.27% CAGR
- Monthly SIP amount: Rs 10,000
- Upfront investment: Rs 1,00,000
- Total investment: Rs 13,00,000
- SIP value after 10 years: Rs 29,08,030
The data above show while both the funds doubled the total invested amount of Rs 13 lakh, HDFC’s superior yield generated an additional Rs 4.88 lakh in wealth.
About Franklin India Flexi Cap Fund
What is Franklin India Flexi Cap Fund (erstwhile Franklin India Equity Fund)?
The Franklin India Flexi Cap Fund is an open-ended equity fund that invests in companies across market capitalisation. It is suitable for investors seeking long-term wealth creation with relatively higher volatility and return potential than large-cap equity funds.
The fund has the flexibility to invest across large, mid and small-sized companies with allocations ranging from 0 to 100% in each market cap segment.
- It aims to manage the market cap allocations based on relative opportunities available.
- The fund has consistently declared a dividend every year for the last 25 years.
Why should you invest in Franklin India Flexi Cap Fund?
- The fund has the flexibility to invest across large, mid and small-sized companies.
- It aims to manage the market cap allocations based on relative opportunities available.
- The fund has consistently declared a dividend every year for the last 20 years
Which top 10 companies where this fund has invested in?
Larsen & Toubro Ltd. (Capital Goods)
State Bank of India (Banks)
Reliance Industries Ltd. (Energy)
Kotak Mahindra Bank Ltd. (Banks)
Mahindra & Mahindra Ltd. (Automobiles & Components)
Franklin India Flexi Cap Fund: Portfolio
Franklin India Flexi Cap Fund: Top 10 holdings
Reliance Industries – 3.20%
Kotak Mahindra Bank – 3.15%
Mahindra & Mahindra – 2.79%
Franklin India Flexi Cap Fund: Sector breakdown
Cement & Cement Products – 4.04%
Telecom – Services – 3.64%
Petroleum Products – 3.34%
Aerospace & Defence – 3.25%
About HDFC Flexi Cap Fund – Direct
HDFC Flexi Cap Fund is an open-ended dynamic equity scheme investing across Large Cap, Mid Cap, Small Cap stocks.
The objective of the HDFC Flexi Cap Fund is to generate capital appreciation/income from a portfolio, predominantly invested in equity & equity related instruments. There is no assurance that the investment objective of the scheme will be achieved.
Current NAV: The Current Net Asset Value of the HDFC Flexi Cap Fund – Direct Plan as of April 6, 2026 is Rs 2,056.41 for the growth option of its direct plan.
HDFC Flexi Cap Fund Top Holdings (%)
SBI Life Insurance – 4.06%
Kotak Mahindra Bank – 3.76%
Maruti Suzuki India – 2.96%
HDFC Flexi Cap Fund Details
Launch Date: January 1, 2013
Benchmark: NIFTY 500 Total Return Index
Return since launch: 15.7%
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money-related decisions.)
