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Economic Times
06-08-2025
- Business
- Economic Times
MF Tracker: HDFC Flexi Cap Fund turns Rs 10,000 SIP to nearly Rs 21.50 crore in 31 years
HDFC Flexi Cap Fund, the second largest flexi cap fund, has turned Rs 10,000 monthly SIP to Rs 21.50 crore since its inception in January flexi cap fund is given five star rating by Value Research and Morningstar both.A monthly SIP of Rs 10,000 made in this fund 10 years ago would have been 31.84 lakh now with an XIRR of 18.78%. The similar amount made five years ago would have been Rs 10.42 lakh with an XIRR of 22.91%. And lastly, the similar amount invested three years ago would have been Rs 4.81 lakh now with an XIRR of 20.86%. Also Read | JioBlackRock Mutual Fund launches 5 index funds. Should you consider investing in these passive funds? If an investor chose to invest in this fund through lumpsum investment, the value of Rs 1 lakh invested since inception would have been Rs 1.96 crore now with a CAGR of 18.83%. Similar investment made 10 years ago would have been Rs 4.01 lakh with a CAGR of 14.90%. A lumpsum investment of Rs 1 lakh made in this flexi cap fund five years ago would have been Rs 3.49 lakh with a CAGR of 28.44% and in the last three years, the value would have been Rs 1.85 lakh now with a CAGR of 22.83%.This Rs 80,000 crore fund, is benchmarked against NIFTY 500 Index (TRI) and is managed by Roshi on trailing returns across different horizons, the fund has outperformed its benchmark and category average in the last six months, nine months, one year, three years, and five years. On the other hand, it has just underperformed its benchmark and category average in the last three the last six months, the fund has offered 7.12% return against a return of 5.89% by its benchmark and 4.87% as the category average. In the last nine months, the flexi cap fund posted a return of 5.07% compared to 2.32% by the benchmark and 0.63% as the category average. In the last one year, where the fund lost 0.71% and the category on an average lost 0.71%, the fund gained 6.22%. In the last three years, the fund posted a return of 22.88% against 16.44% by the benchmark and 16.66% as the category average. The fund delivered a return of 28.49% in the last five years, whereas the fund gave 21.53% and the category on an average gave 20.67%.On the basis of daily rolling returns, the fund has offered a CAGR of 14.15% in the last 10 years, and a CAGR of 16.57% and 25.77% in the last five years and three years respectively. In the last three years, the CAGR offered by HDFC Flexi Cap Fund was the second highest in the flexi cap category. In the last 10 years based on yearly rolling returns, the fund has delivered negative annual returns in 2015 and 2018 only where the fund lost 5.09% and 3.53% respectively. The highest annual returns in the last 10 years were offered in 2017 of around 36.86%. The annual returns offered by the fund in 2022 were the highest in the flexi cap category. The fund gave 18.29% annual return in 2022. Also Read | Only 3 equity MF categories offer positive average returns in July. International funds lead return chart An expert mentions that the fund adopts a dynamic investment approach, allocating assets across large-cap, mid-cap, and small-cap stocks based on market valuations and economic cycles although large cap stocks dominate the portfolio to account for over 70% of assets. That said, the flexibility of moving across market segments allows the fund to capitalize on emerging opportunities and several factors have contributed to the fund's superior track record over the years, the expert added.'In recent times the emphasis has been on investing in quality stocks with strong growth prospects and reasonable valuations, enhancing consistency and reducing volatility. The fund has strategically invested in stocks from sectors such as industrials, utilities, energy and consumer cyclicals, which have delivered pleasing results over the last few years. Also, by maintaining a diversified portfolio and adjusting allocations based on market conditions, the fund has managed risks effectively, providing investors with stable returns over the long term,' Himanshu Srivastava, Associate Director, Morningstar Investment Research investment objective of the fund is to generate capital appreciation / income from a portfolio, predominantly invested in equity and equity related instruments. In respect of each purchase / switch-in of units, an exit load of 1.00% is payable if units are redeemed/ switched-out within 1 year from the date of allotment. The minimum application amount, minimum additional purchase amount and minimum redemption amount is Rs 100 and any amount thereafter. The fund allocates 65-100% in equity and equity related instruments, 0-35% in debt securities and money market instruments and fixed income derivatives, 0-10% in units issued by REITs and InvITs, 0-10% in non-convertible preference shares, and 0-20% in units of mutual funds. Being a flexi cap fund, the fund holds 73.56% in large cap funds, 3.52% in mid caps, 13.15% in others, and 9.77% in small caps. In comparison to the flexi cap category, the fund is overweight on large caps, others, and small caps. The flexi cap category on an average holds 65.93% in large caps, 12.79% in mid caps, 11.88% in others, and 9.40% in small caps. Also Read | Only 3 equity MF categories offer positive average returns in July. International funds lead return chart According to Srivastava, given the current market volatility, investing in a flexi cap fund can be a strategic choice due to its flexibility in allocating across large, mid, and small-cap stocks and with market fluctuations and uncertainties, Systematic Investment Plans (SIPs) are generally recommended as they help average the purchase cost over time and reduce the risk of market timing.'SIPs are particularly suited for long-term investors, allowing them to ride out short-term market volatility. However, there is no harm in making Lump-sum investments as well if investors have investible surplus to invest. That said, SIPs are a more disciplined form of investing in mutual funds and offer a balanced approach in uncertain market conditions,' he second largest flexi cap fund has the highest allocation in banks of around 35.07%, followed by 14.39% in automobile and ancillaries. With respect to the flexi cap category, the fund is overweight on banks, automobile & ancillaries, healthcare, insurance, iron & steel, and aviation among the top 10 stock holdings whereas is underweight in IT, telecom, power, and construction PE and PBV ratio of the multi asset allocation fund were recorded at 35.95 times and 5.42 times respectively whereas the dividend yield ratio was recorded at 1.03 times as of June 2025. ETMutualFunds analysed the other key ratios of the fund in a three year period. Based on the last three years, the scheme has offered a Treynor ratio of 1.97 and an alpha of 0.59. The sortino ratio of the scheme was recorded at return due to net selectivity was recorded at 0.55 and return due to improper diversification was recorded at 0.04 in the last three investment style of the fund is to invest in growth oriented large cap from HDFC Flexi Cap Fund, there are around 29 funds in the category which have a track record of three years. Out of these 30 funds, Motilal Oswal Flexi Cap Fund offered the highest return of 24.16% in the last three years, followed by Invesco India Flexi cap Fund which gave 22.91% return in the same time period. Parag Parikh Flexi Cap Fund, the largest flexi cap fund based on assets managed, offered 20.74%. Samco Flexi Cap Fund offered the lowest return of around 3.02% in the said time at the past performance, Sagar Shinde, VP Research at Fisdom told ETMutualFunds that the outlook for flexi cap funds remains constructive and given their mandate to shift between market caps, they are well-positioned to benefit from sectoral and cyclical shifts.'As markets evolve and valuation gaps emerge across segments, skilled fund managers can take advantage of these opportunities. However, performance will depend on the manager's ability to read market signals and rebalance effectively. Over the medium to long term, flexi cap funds should continue to deliver competitive returns, especially for investors seeking diversification and active management,' he added. Also Read | Mutual funds allocate Rs 5,294 crore into IPOs, backing small cap growth stories: Ventura Another expert, Chirag Muni, Executive Director at Anand Rathi Wealth Limited shared this with ETMutualFunds that flexi cap funds are designed to offer the advantage of diversification and active management and by allowing fund managers the freedom to shift allocations across large, mid, and small-cap stocks, these funds aim to deliver better risk-adjusted returns and according to their earnings estimates, the Nifty 50 is expected to deliver an EPS growth of around 10% for FY26. 'We expect this earnings to be reflected in price appreciation as well. Given this, we can expect flexi cap funds to deliver returns in the range of 13–15% over the coming year. Investors can consider investing in flexi cap funds, however, that should not be the sole equity component in your portfolio as they are largely tilted towards large cap stocks which can limit diversification,' Chirag to the Sebi mandate, flexi cap funds should have a minimum investment in equity and equity related instruments of around 65% of total assets and these are open ended dynamic equity schemes investing across large cap, mid cap, small cap cap mutual funds offer the fund managers the freedom to invest across market capitalisations and sectors/themes. It means the fund managers can invest anywhere based on his outlook on the cap schemes are typically recommended to moderate investors to create wealth over a long period of time. Ideally, one should invest in these schemes with an investment horizon of five to seven should always consider risk appetite, investment horizon, and goals before making any investment decisions. (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times) If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@ alongwith your age, risk profile, and Twitter handle.
Economic Times
10-07-2025
- Business
- Economic Times
Shaan Patel Asset Management launches first Alternative Investment Fund with a flexi-cap approach
In a strategic move aimed at redefining active equity investing for sophisticated investors, Shaan Patel Asset Management has officially launched its first Alternative Investment Fund (AIF) under the Category III segment. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads In a strategic move aimed at redefining active equity investing for sophisticated investors, Shaan Patel Asset Management has officially launched its first Alternative Investment Fund (AIF) under the Category III open-ended fund, which goes live on Thursday, has already attracted Rs 25 crore in investor commitments, ahead of its official rollout, signaling strong market a target corpus of Rs 200 crore, the new AIF is designed to cater to High Net Worth Individuals (HNIs) and family offices seeking a more agile, data-driven approach to equity minimum investment amount is set at Rs 1 crore, catering to investors looking to build long-term wealth through a differentiated, systematic, and forward-looking fund will follow a flexi-cap strategy, investing across large-cap, mid-cap, and small-cap stocks while maintaining a maximum allocation of 10% per individual portfolio will remain concentrated, holding just 12–15 high-conviction ideas driven by a combination of deep fundamental research and quantitative the heart of the fund's strategy is an 'intelligent churning' model, a proprietary approach that allows the fund to generate alpha repeatedly along a stock's growth entering and exiting positions dynamically based on valuation signals, the fund aims to reduce average purchase costs, lock in profits, and enhance long-term compounding — all while actively managing downside risks.'We don't believe in simply buying and holding indefinitely. Instead, we actively monitor every position, taking partial exits when valuations stretch and re-entering when opportunities arise — creating multiple points of alpha generation along the way,' Shaan Patel, CIO at Shaan Patel Asset Management, said.'Our quant-driven signals guide these moves with discipline and precision, enabling us to reduce drawdowns, lower average costs, and compound returns more effectively,' he added.'We firmly believe that the future of investing lies in being active, data-driven, and adaptive rather than passive and reactive. This approach empowers us to consistently capture market opportunities while protecting investor capital on the downside,' highlighted fund will be benchmarked against the NIFTY 500 Index, and is engineered to consistently outperform it through a systematic, active, and adaptive investment strategy aligns with a growing trend among modern investors who are increasingly gravitating toward quant-based and sector-focused funds that can respond to market volatility and tap into emerging themes.
Time of India
10-07-2025
- Business
- Time of India
Shaan Patel Asset Management launches first Alternative Investment Fund with a flexi-cap approach
In a strategic move aimed at redefining active equity investing for sophisticated investors, Shaan Patel Asset Management has officially launched its first Alternative Investment Fund (AIF) under the Category III segment. The open-ended fund, which goes live on Thursday, has already attracted Rs 25 crore in investor commitments, ahead of its official rollout, signaling strong market interest. With a target corpus of Rs 200 crore, the new AIF is designed to cater to High Net Worth Individuals (HNIs) and family offices seeking a more agile, data-driven approach to equity investing. The minimum investment amount is set at Rs 1 crore, catering to investors looking to build long-term wealth through a differentiated, systematic, and forward-looking approach. The fund will follow a flexi-cap strategy, investing across large-cap, mid-cap, and small-cap stocks while maintaining a maximum allocation of 10% per individual stock. Live Events The portfolio will remain concentrated, holding just 12–15 high-conviction ideas driven by a combination of deep fundamental research and quantitative analytics. At the heart of the fund's strategy is an 'intelligent churning' model, a proprietary approach that allows the fund to generate alpha repeatedly along a stock's growth journey. By entering and exiting positions dynamically based on valuation signals, the fund aims to reduce average purchase costs, lock in profits, and enhance long-term compounding — all while actively managing downside risks. 'We don't believe in simply buying and holding indefinitely. Instead, we actively monitor every position, taking partial exits when valuations stretch and re-entering when opportunities arise — creating multiple points of alpha generation along the way,' Shaan Patel, CIO at Shaan Patel Asset Management, said. 'Our quant-driven signals guide these moves with discipline and precision, enabling us to reduce drawdowns, lower average costs, and compound returns more effectively,' he added. 'We firmly believe that the future of investing lies in being active, data-driven, and adaptive rather than passive and reactive. This approach empowers us to consistently capture market opportunities while protecting investor capital on the downside,' highlighted Patel. The fund will be benchmarked against the NIFTY 500 Index, and is engineered to consistently outperform it through a systematic, active, and adaptive investment style. The strategy aligns with a growing trend among modern investors who are increasingly gravitating toward quant-based and sector-focused funds that can respond to market volatility and tap into emerging themes.
Time of India
07-06-2025
- Business
- Time of India
Dalal Street Week Ahead: Nifty near breakout as resistance seen at 25,100; PSU banks, energy lead sectoral momentum
After consolidating for two weeks, the Nifty finally appeared to be flexing its muscles for a potential move higher. Over the past five sessions, the Nifty traded with an underlying positive bias and ended near the week's high point while also attempting to move past a crucial pattern of resistance. The past week saw the Index oscillating in the 527-point range, which was in line with the previous weeks. The volatility also cooled off; the India VIX came off by 9% to 14.63 on a weekly basis. While staying largely in a range trading with a positive bias, the headline Index closed with a net weekly gain of 252.35 points (+1.02%). Over the past couple of weeks, the Nifty has traded in a well-defined range created between 24,500-25,100 levels. This would mean that the markets would remain devoid of directional bias unless they take out 25,100 on the higher side or violate the 24,500 level. Despite visibly strong undercurrents, staying reactive to the markets rather than getting predictive would be prudent. Although there are heightened possibilities of the Nifty taking out the 25,100 level, we must consider it as resistance until it is taken out convincingly. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Villa For Sale in Dubai Might Surprise You Villas in Dubai | Search ads Learn More Undo The coming week is set to see a stable start; the levels of 25150 and 25400 are likely to act as resistance points. The supports come in at 24,800 and 24500. The trading range is expected to get wider than usual. The weekly RSI is 60.94; it continues to remain neutral and does not show any divergence against the price. The weekly MACD is bullish and remains above its signal line. A strong white candle emerged; this shows the bullish trend that the markets had during the week. Live Events A pattern analysis of the weekly chart shows that the Nifty resisted the upward rising trendline that began from the low of 21,350 and joined the subsequent rising bottoms. The Nifty has attempted to penetrate it after resisting it for a couple of weeks. Overall, the coming week may see the markets trading with an underlying bullish bias. However, for this to culminate in a good trending move, the Index will have to take out the 25,100-25,150 zone convincingly on the upside. Until this happens, the markets may continue to consolidate in a broad trading range. Unless there is a strong move that surpasses the 25,100-25,150 zone, one must consider this level as an immediate resistance point. Some pockets have run up too hard over the past few days; one must also focus on protecting gains at current levels rather than chasing the up moves. Fresh purchases must be kept limited in stocks with strong technical setups and the presence of relative strength. A cautiously positive approach is advised for the coming week. In our look at Relative Rotation Graphs®, we compared various sectors against the CNX500 (NIFTY 500 Index), representing over 95% of the free-float market cap of all the listed stocks. Relative Rotation Graphs (RRG) show that the Nifty PSU Bank Index continues to build on its relative momentum while staying inside the leading quadrant. It may continue outperforming the markets relatively. The Infrastructure, Consumption, and PSE Index are also inside the leading quadrant but are seen giving up on their relative momentum. The Nifty Bank Index has rolled inside the weakening quadrant. The Nifty Services Sector, Financial Services, and Commodity Indice are also inside the weakening quadrant. Individual performance of components from these groups may be seen, but overall relative performance may slow down over the coming weeks. The Nifty FMCG Index has rolled inside the lagging quadrant. The Nifty Metal and Pharma Indice are languishing in this quadrant. The Nifty IT index is also inside the lagging quadrant, but is seen in a strong bottoming-out process while improving its relative momentum. The Nifty Energy, Media, Realty, and Auto Indices are inside the improving quadrant and may continue improving their relative performance against the broader markets. Important Note: RRG™ charts show the relative strength and momentum of a group of stocks. In the above Chart, they show relative performance against NIFTY500 Index (Broader Markets) and should not be used directly as buy or sell signals. Milan Vaishnav, CMT, MSTA, is a Consulting Technical Analyst and founder of and and is based in Vadodara. He can be reached at
