Flexi Cap Funds: have gained immense popularity among mutual fund investors due to their unique ability to invest across large, mid, and small-cap segments, offering dynamic asset allocation. These funds must allocate at least 65% of their portfolio to Indian stocks, with the remaining 35% invested in debt instruments or held as cash.
In this article, we explore the top 5 flexi cap funds based on their 5-year returns and the wealth generated by a monthly SIP of ₹10,000 during this period.
1. Quant Flexi Cap Fund – Direct Plan-Growth
- NAV: ₹118.90
- Fund Size: ₹7,773.04 crore
- Expense Ratio: 0.59%
- Annualised 5-Year Return: 37.75%
- SIP 5-Year Return: 37.95%
- Corpus from ₹10,000 SIP: ₹15.12 lakh
2. JM Flexi Cap Fund – Direct – Growth
- NAV: ₹120.73
- Fund Size: ₹4,301.99 crore
- Expense Ratio: 0.39%
- Annualised 5-Year Return: 29.30%
- SIP 5-Year Return: 35.15%
- Corpus from ₹10,000 SIP: ₹14.17 lakh
3. Parag Parikh Flexi Cap Fund – Direct Plan – Growth
- NAV: ₹85.13
- Fund Size: ₹78,203.09 crore
- Expense Ratio: 0.63%
- Annualised 5-Year Return: 27%
- SIP 5-Year Return: 27.11%
- Corpus from ₹10,000 SIP: ₹11.72 lakh
4. PGIM India Flexi Cap Fund – Direct Plan – Growth
- NAV: ₹41.68
- Fund Size: ₹6,592.01 crore
- Expense Ratio: 0.43%
- Annualised 5-Year Return: 25.71%
- SIP 5-Year Return: 21.13%
- Corpus from ₹10,000 SIP: ₹10.8 lakh
5. Franklin India Flexi Cap Fund – Direct – Growth
- NAV: ₹1,811.59
- Fund Size: ₹17,810.62 crore
- Expense Ratio: 0.94%
- Annualised 5-Year Return: 25.59%
- SIP 5-Year Return: 28.85%
- Corpus from ₹10,000 SIP: ₹12.21 lakh
Investors should carefully assess their risk tolerance and investment goals before choosing a flexi cap fund. Flexi cap funds provide long-term growth opportunities, but like all equity investments, they carry inherent risks.
(This article is for informational purposes only and does not constitute financial advice. Please consult a financial advisor before making any investment decisions.)