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Since its inception, the Rs 100,000-crore investment has grown to around Rs 1.88 billion, outperforming the benchmark NIFTY 500 TRI by (Rs 1.52 billion). Additionally, the SIP of Rs 10,000 crore (total investment of Rs 35.9 million) that has been systematically invested in the fund since its inception on the first business day of every month will increase to Rs 206.5 crore as of November 29, 2024. Become.
HDFC Flexi Cap Fund is one of the flagship equity schemes of HDFC Mutual Funds and is the fourth equity fund by the 30-year-old fund house. Over the past 30 years, the fund has successfully navigated multiple market cycles and demonstrated a strong investment philosophy of focusing on high-quality companies with strong fundamentals and long-term growth potential. The fund’s focus on quality businesses, valuation discipline and strategic long-term positioning makes it a trusted choice among investors, according to a press release from the fund house.
The fund’s investment strategy revolves around a bottom-up approach to stock selection, focusing on blue-chip companies with reasonable valuations. The idea is to select strong companies with medium- to long-term growth drivers. Risk-adjusted positions are determined within the portfolio after a thoughtful assessment of the industry and economic cycle and consideration of the company’s position within the sector, the release states. NFO Scorecard: 12 Equity Mutual Funds to Deliver More than 20% in 2024 HDFC Flexi Cap Fund has a robust risk management approach centered around four key pillars. Adhering to regulatory and internal risk guardrails ensures alignment with obligations backed by real-time checks and continuous monitoring. Our research-driven investment process, supported by our in-house team, emphasizes both quantitative and qualitative aspects. Portfolio construction considers industry cycles and company positioning to strategically evaluate position sizing. Diversification and market capitalization flexibility across sectors and themes underlines the fund’s commitment to resilient and well-managed investments.
“HDFC Flexi Cap Fund’s journey over the past three decades is a testament to our disciplined investment philosophy and unwavering commitment to wealth creation for our investors.The fund has weathered various market cycles and reflects the resilience of our investment process. This milestone reinforces our focus on delivering long-term value to our investors,” said M.D. and CEO, HDFC AMC. said Navneet Munot.
“We take great pride in helping investors create wealth through this fund, as a result of our consistent focus on identifying high-quality businesses with sustainable growth drivers. , we have been able to create wealth for our investors. Going forward, we will continue to enhance risk-adjusted returns through a balanced diversification approach,” said Senior Fund Manager, HDFC AMC. says Roshi Jain.
