HDFC Flexi Cap Fund vs Kotak Flexicap Fund
Updated June 2026 · both Flexi Cap funds · metrics from AMFI NAVs
In short: HDFC Flexi Cap Fund has the higher 3-year return (+17.27%); Kotak Flexicap Fund has the lower expense ratio (0.59%); HDFC Flexi Cap Fund has the better risk-adjusted return (Sharpe 0.91). This is analysis from past data, not a recommendation.
| Metric | HDFC Flexi Cap Fund | Kotak Flexicap Fund |
|---|---|---|
| 1Y return | -1.86% | -3.95% |
| 3Y CAGR | +17.27% | +13.50% |
| 5Y CAGR | +17.14% | +12.01% |
| Sharpe ratio | 0.91 | 0.50 |
| Max drawdown | -13.3% | -17.8% |
| Volatility | 13.4% | 14.1% |
| Alpha | +4.79% | +1.07% |
| Expense ratio (Direct) | 0.78% | 0.59% |
| AUM | ₹97.4K Cr | ₹55.5K Cr |
Winner on each row highlighted (lower is better for expense ratio and volatility; max drawdown closer to zero is better). Computed from AMFI NAVs - see methodology. No paid placement.
FAQ
Which has the lower expense ratio?
Kotak Flexicap Fund has the lower Direct-plan expense ratio (0.59%), versus 0.78% for the other. Over long horizons a lower TER compounds into a meaningful difference.
Which has performed better over 3 years?
HDFC Flexi Cap Fund has the higher 3-year CAGR (+17.27%). Past performance does not predict future returns - check volatility and drawdown too, shown above.
How are these figures calculated?
All returns, risk metrics and alpha are computed independently from AMFI daily NAVs using a disclosed methodology. FindMF takes no commission and this comparison is not a recommendation.