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SmartFigure

Two funds walk into a table. Only the numbers talk.

Bank of India Flexi Cap Fund vs HDFC Flexi Cap Fund

Pick two or three funds. We’ll tell you in plain words which grew faster, which was calmer, which costs less and what your money would have become. Figures are for the Direct plan, Growth option, where a fund has one.

  • Bank of India Flexi Cap Fund
  • HDFC Flexi Cap Fund

The short version

Who comes out ahead on each measure, over the 5 years all of them have been around.

  • Grew faster

    ABank of India Flexi Cap Fund

    Bank of India Flexi Cap Fund returned 16.4% a year over 5 years, against 16% for HDFC Flexi Cap Fund. ₹1 lakh invested 5 years ago would be about ₹2.14 Lakh today, against ₹2.1 Lakh.

  • Smoother ride

    BHDFC Flexi Cap Fund

    HDFC Flexi Cap Fund swung the least: about 12% a year either way, against 17.7% for Bank of India Flexi Cap Fund. Lower means fewer scary days.

  • Fell less in a crash

    No fair winner yet

    At its worst, Bank of India Flexi Cap Fund fell 23.7% from its peak, against 41.8% for HDFC Flexi Cap Fund. On ₹1 lakh, that's a dip to ₹58,161 at the bottom for HDFC Flexi Cap Fund. Could you have held on?

    Not a fair fight: we only have data for Bank of India Flexi Cap Fund (from Jul 2020), so it has not been through the 2020 crash the others fell in.

  • Costs less

    BHDFC Flexi Cap Fund

    HDFC Flexi Cap Fund charges 0.77% a year, against 0.86% for Bank of India Flexi Cap Fund. On ₹1 lakh that's ₹770 a year against ₹860, taken quietly from the NAV.

What your money would have become

The same amount, put into each fund on the same day.

₹10k₹21.4kOct 2021Sept 2026

The dashed line is the ₹10,000 you put in. Above it is profit, below it is loss.

  • ABank of India Flexi Cap Fund₹21,364 from ₹10,000(16.4% a year)
  • BHDFC Flexi Cap Fund₹20,885 from ₹10,000(15.9% a year)

A one-time ₹10,000 put in 5 years ago, valued at the latest NAV. This is what happened, not what will.

Strengths and watch-outs

Each fund judged against its own category, and against a 5-year SBI FD at 6.05%.

ABank of India Flexi Cap Fund

  • Strength: Ahead of its category: 16.4% a year over 5 years, against a category average of 10.6%
  • Strength: In the top quarter of its category over 5 years (#1 of 27)
  • Strength: Beat a 5-year SBI FD: 16.4% a year over 5 years, against 6.05%
  • Watch out: Swings more than most funds in its category

BHDFC Flexi Cap Fund

  • Strength: Ahead of its category: 16% a year over 5 years, against a category average of 10.6%
  • Strength: In the top quarter of its category over 5 years (#2 of 27)
  • Strength: Beat a 5-year SBI FD: 16% a year over 5 years, against 6.05%
  • Strength: Swings less than most funds in its category
  • Watch out: Fell harder than its category in the worst crash

All the numbers

The stronger figure in each row is marked Best. Under each return is the fund’s rank in its category and the category average.

Bank of India Flexi Cap Fund compared with HDFC Flexi Cap Fund
MeasureABank of India Flexi Cap FundBHDFC Flexi Cap Fund
ReturnsHow much the fund grew. Beyond a year, this is per year (annualised).
1 yearLast 12 months, the most noisy figure11.6%Best#2 of 40 · avg 2.7%-0.8%#27 of 40 · avg 2.7%
3 yearsPer year, over a full market mood swing18.6%Best#1 of 36 · avg 12.2%14.9%#9 of 36 · avg 12.2%
5 yearsPer year, the fairest single test16.4%Best#1 of 27 · avg 10.6%16%#2 of 27 · avg 10.6%
10 yearsPer year, across bull and bear markets–15.4%#4 of 18 · avg 13.4%
RiskHow bumpy the ride was. This is what decides whether you stay invested.
Ups and downsVolatility: how far it swings in a typical year. Lower is calmer17.7%category avg 14.3%12%Bestcategory avg 14.3%
Worst fallThe biggest drop from a peak in 10 years. Lower is better−23.7%data from 1 Jul 2020 only−41.8%category avg −26%
Best 12 monthsIts strongest year82.2%data from 1 Jul 2020 only99.6%
Worst 12 monthsIts weakest year-7.5%data from 1 Jul 2020 only-38.2%
Odds of a gainShare of all 1-year holding periods that ended in profit85%data from 1 Jul 2020 only85%
Cost and sizeThe fee comes out of your returns every year, whether the fund does well or not.
Expense ratioYearly fee. Lower keeps more for you0.86%0.77%Best
Fund sizeMoney managed (AUM). Neither better nor worse₹2,953 Cr₹1.11 lakh Cr
Minimum SIPSmallest monthly amount₹1,000₹100Best
Lock-inTime before you can withdrawNoneNone

“Best” is not a recommendation: a fund that returned more usually took more risk to do it.

Which one fits you?

There is no best fund, only a better fit for what you need the money to do.

ABank of India Flexi Cap Fund

Might suit you if…

  • you want the stronger long-run growth and can sit through sharper falls

BHDFC Flexi Cap Fund

Might suit you if…

  • a smoother ride matters more to you than the top return
  • you care about keeping costs low, which adds up over decades