SBI vs HDFC flexi cap mutual fund: From fund age, returns, top sectors & holdings – Who beats whom? – Mutual Funds

SBI vs HDFC flexi cap mutual fund: From fund age, returns, top sectors & holdings - Who beats whom? - Mutual Funds


SBI vs HDFC flexi cap mutual fund: Flexi cap funds have regained their status as a preferred investment vehicle in 2026 due to their ability to provide stability and high growth through dynamic asset allocation across market cycles. In this article, we have compared SBI vs HDFC flexi cap mutual funds. Let’s find out which performed well in terms of returns, expense ratio, standard deviation and others.

SBI vs HDFC flexi cap mutual fund comparison

SBI mutual fund is one of India’s oldest and largest mutual funds set up under the Trust Act 1882 by the SBI Mutual Fund Trustee Company Private Limited. It is a joint venture between the SBI and Amundi, a reputable asset management company based in France.

SBI Mutual Fund offers several equity schemes; many of these have delivered consistently good returns.

The SBI Flexicap Fund is an open-ended equity mutual fund managed by SBI Mutual Fund. Formerly known as the SBI Magnum MultiCap Fund, it was reclassified as a Flexi Cap fund. It invests primarily in stocks across large, mid, and small-cap companies to generate long-term capital growth.

The HDFC Flexi Cap Fund is an open-ended dynamic equity mutual fund scheme. It primarily invests across large cap, mid cap, and small cap companies. This flexibility allows the fund manager to adjust market-cap allocation based on valuations and market cycles.

SBI vs HDFC Flexi Cap Mutual Fund: Fund Age, returns, top sectors & holdings – Who comes out on top?

sub-category

SBI Flexi cap HDFC flexi cap Fund Age 13 years and 5 months 13 years and 5 months Fund Size Rs 22,403 Cr (As on 30-Apr-2026) Rs 1,00,479 Cr (As on 30-Apr-2026) 3-year return 10.39% 18.27% 5-year return 10.30% 18.01% 7-year return 12.04% 16.48% 10-year return 12.95% 16.60% Standard Deviation 13.73 13.11 Sharpe 0.45 0.99 Beta 0.87 0.82 Top 3 sectors

Financial (35.93%)

Energy & Utilities (11.92%)

Financial (37.27%)

Consumer Discretionary (13.79%)

Larsen & Toubro

ICICI Bank

HDFC flexi cap mutual fund outperformed SBI flexi cap mutual fund in terms of returns and other factors. Given above is the chart. Compare and see for yourself.

(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.)



Source link

Leave a Reply

Your email address will not be published. Required fields are marked *