Flexicap funds Peer Comparison
September 7, 2025
admin
Flexicap Funds Peer Comparison
| Fund Scheme | 5-Year Return (Annualized) | 3-Year Return | Expense Ratio* | Key Differentiator |
|---|---|---|---|---|
| HDFC Flexi Cap Fund | ~29.22% | ~25.46% | Not specified | Best 5-yr CAGR among peers (Aug 2025) |
| Parag Parikh Flexi Cap Fund (PPFAS) | ~25.04% | ~23.34% | ~0.63% (Direct) | Largest AUM, consistent returns, lower expenses |
| Kotak Flexicap Fund vs. Parag Parikh (Regular) | ~18.13% (Parag) vs. ~19.37% | ~18.2% vs. ~16.68% | ~1.33–1.46% | Parag shows lower volatility and higher alpha |
| Category Average (Flexi Cap) | ~16.34% (5-yr) | ~13.05% (3-yr) | Typical range | Benchmark for category performance |
*Expense ratios: Parag Parikh’s Direct Plan ~0.63%, category average ~0.69%
Insights:
-
HDFC Flexi Cap is outperforming peers with the highest 5-year CAGR (~29.2%).
-
Parag Parikh Flexi Cap offers a blend of strong returns (~25%), massive AUM, and low costs.
-
Kotak Flexicap underperforms slightly in returns but shows reasonable stability.
-
Union FoF, being an NFO, lacks past data but must outshine these benchmarks to stand out.
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
Quicklinks