HDFC Flexi Cap Fund Delivers 18.37% CAGR, Rs 10,000 Monthly SIP Grows To Rs 22.96 Crore
Mumbai: HDFC Flexi Cap Fund has delivered a compound annual growth rate (CAGR) of 18.37 percent since inception, with a Rs 10,000 monthly systematic investment plan (SIP) growing to approximately Rs 22.96 crore as of August 31, 2026. The scheme was launched on January 1, 1995, and has completed more than three decades across multiple equity market cycles, HDFC Asset Management Company said. Rs 1…
HDFC Flexi Cap Fund has produced a compound annual growth rate (CAGR) of 18.37 percent since its launch in January 1995, making it a long-term performer across various market cycles. The fund's Rs 10,000 monthly SIP has grown to approximately Rs 22.96 crore as of August 31, 2026, compared to Rs 1 lakh which would have grown to around Rs 2 crore given the same tenure.
In contrast, a Rs 1 lakh investment tied to the NIFTY 500 Index (TRI) would have grown to around Rs 37.71 lakh. Notably, the fund surpassed the NIFTY 500 Index (TRI) in 21 out of the past 31 years. The fund, managed by Amit Ganatra since February 2026, invests across large-cap, mid-cap, and small-cap companies using a valuation discipline and business fundamentals approach to identify companies with sustainable competitive advantages.
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