Flexi Cap Fund comparison
HDFC Flexi Cap Fund vs SBI Long Term Equity Fund
Over the last 3 years, HDFC Flexi Cap Fund returned 13.5% a year versus 11.3% for SBI Long Term Equity Fund. The category average was 8.8%. In its deepest fall over the same period, HDFC Flexi Cap Fund dropped 4.9% versus 5.7% for SBI Long Term Equity Fund. Qonfido rates HDFC Flexi Cap Fund Premier and SBI Long Term Equity Fund Premier within the Flexi Cap Fund peer group.
Ratings and metrics as of
At a glance
Higher 3-year return
HDFC Flexi Cap Fund
Smaller worst fall
HDFC Flexi Cap Fund
Smoother ride (higher Sharpe)
HDFC Flexi Cap Fund
Head-to-head
Swap either fund or add a third to see how they line up.
HDFC Flexi Cap
Flexi Cap Fund
3/4
rounds won
SBI Long Term Equity
Flexi Cap Fund
0/4
rounds won
Round by round
Three questions in one shape. A bigger triangle = stronger all round.
- HDFC Flexi Cap
- SBI Long Term Equity
Growth
Who grew money faster?
Average yearly return over the last 3 years.
13.5%✓11.3%Dip protection
Who fell less in the worst dip?
Biggest fall from a peak in the period. Smaller hurts less.
-4.9%✓-5.7%Smooth ride
Who gave a smoother ride?
Return earned for every unit of ups and downs. Higher is smoother.
0.70✓0.48
Qonfido rating
Quality vs peers in the same category. Premier is the top tier.
Same tier
What matters most to you?
Quick take for “Balanced”
HDFC Flexi Cap comes out ahead — it grew money faster and fell less in bad markets.
Based on the last 3 years of data. A starting point for research, not advice.
What could your money become?
If each fund repeated its last 3 years. Drag to try.
You’d put in ₹12.00 L. HDFC Flexi Cap ends about ₹3.09 L ahead — that’s roughly 31 months of your SIP.
Illustration only. Past returns rarely repeat exactly.
Key numbers
| Metric | HDFC Flexi Cap Fund | SBI Long Term Equity Fund |
|---|---|---|
| Qonfido rating | Premier | Premier |
| 3Y return (CAGR) | 13.5% | 11.3% |
| Worst fall (max drawdown) | 4.9% | 5.7% |
| Sharpe ratio (3Y) | 0.70 | 0.48 |
| Beta (3Y) | 0.78 | 0.86 |
| Fund size (AUM) | ₹65,309 Cr | ₹23,085 Cr |
| Category average 3Y return | 8.8% | |
Frequently asked questions
Which is better, HDFC Flexi Cap Fund or SBI Long Term Equity Fund?
Neither fund is better for every investor. Based on data as of 11 Oct 2026. Over the last 3 years, HDFC Flexi Cap Fund returned 13.5% a year versus 11.3% for SBI Long Term Equity Fund. The category average was 8.8%. In its deepest fall over the same period, HDFC Flexi Cap Fund dropped 4.9% versus 5.7% for SBI Long Term Equity Fund. Qonfido rates HDFC Flexi Cap Fund Premier and SBI Long Term Equity Fund Premier within the Flexi Cap Fund peer group. Which fits depends on your goal, time horizon and comfort with falls. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
Which has given higher returns, HDFC Flexi Cap Fund or SBI Long Term Equity Fund?
Based on data as of 11 Oct 2026. Over the last 3 years, HDFC Flexi Cap Fund returned 13.5% a year versus 11.3% for SBI Long Term Equity Fund. The category average was 8.8%. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
Which is less risky, HDFC Flexi Cap Fund or SBI Long Term Equity Fund?
Based on data as of 11 Oct 2026. In its deepest fall over the same period, HDFC Flexi Cap Fund dropped 4.9% versus 5.7% for SBI Long Term Equity Fund. Sharpe ratio, a measure of return per unit of volatility, was 0.70 for HDFC Flexi Cap Fund and 0.48 for SBI Long Term Equity Fund. Lower falls and a higher Sharpe ratio point to a smoother past ride, not a guarantee.
What is the Qonfido rating of HDFC Flexi Cap Fund and SBI Long Term Equity Fund?
Qonfido rates HDFC Flexi Cap Fund Premier and SBI Long Term Equity Fund Premier within the Flexi Cap Fund peer group. Ratings compare funds with their category peers on risk-adjusted consistency and are explained on the Qonfido rating methodology page.
Should I invest in both HDFC Flexi Cap Fund and SBI Long Term Equity Fund?
Both funds sit in the Flexi Cap Fund category, so their portfolios can overlap and holding both may add limited diversification. Review holdings overlap, costs and your overall allocation before combining them. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
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Comparisons are educational research support only. They are not personalised investment advice, suitability assessments, or predictions of returns. Mutual fund investments are subject to market risks. Read scheme documents and consider your goals, horizon, and risk tolerance before investing.