Top 5 Flexicap Mutual Funds With Best SIP Returns in 7 Years: A Flexi-cap mutual fund is a type of open-ended equity mutual fund that allows fund managers to invest across all market capitalisation segments. It includes large-cap, mid-cap, and small-cap stocks, depending on opportunities and market conditions. A lump sum investment in a flexi-cap mutual fund means actively allocating your money across large-cap, mid-cap, and small-cap stocks based on market conditions.
As of June 11, these are the top 5 flexicap mutual funds with the highest returns over the previous 7 years. According to calculations, a Rs 7,00,000 lump sum investment in the top fund has grown to Rs 28,55,000 in just 7 years.
Quant Flexi Cap Fund
In 7 years, the Quant Flexi Cap Fund has given a 22.24 per cent annualised return. Its assets under management (AUM) are Rs 6,994 crore, while its net asset value (NAV) is Rs 104.99. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 14.22 per cent since its inception in August 2008.
Quant Flexi Cap Fund
With an expense ratio of 1.82 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lump sum investment of Rs 7,00,000, the fund has grown to Rs 28,55,000 in 7 years.
Parag Parikh Flexi Cap Fund
In 7 years, the Parag Parikh Flexi Cap Fund has given a 18.04 per cent annualised return. Its assets under management (AUM) are Rs 1,40,949 crore, while its net asset value (NAV) is Rs 80.79. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.37 per cent since its inception in May 13.
Parag Parikh Flexi Cap Fund
With an expense ratio of 1.21 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lump sum investment of Rs 7,00,000, the fund has grown to Rs 22,35,000 in 7 years.
JM Flexicap Fund
In 7 years, the JM Flexicap Fund has given a 16.64 per cent annualised return. Its assets under management (AUM) are Rs 5,041 crore, while its net asset value (NAV) is Rs 92.8304. Benchmarked against BSE 500 TRI, the fund has given annualised returns of 13.46 per cent since its inception in July 2008.
JM Flexicap Fund
With an expense ratio of 1.86 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lump sum investment of Rs 7,00,000, the fund has grown to Rs 20,56,000 in 7 years.
HDFC Flexi Cap Fund
In 7 years, the HDFC Flexi Cap has given a 15.71 per cent annualised return. Its assets under management (AUM) are Rs 1,01,822 crore, while its net asset value (NAV) is Rs 1,926.22. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 18.46 per cent since its inception in December 1994.
HDFC Flexi Cap
With an expense ratio of 1.27 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lump sum investment of Rs 7,00,000, the fund has grown to Rs 19,44,000 in 7 years.
Franklin India Flexi Cap Fund
In 7 years, the Franklin India Flexi Cap Fund has given a 14.31 per cent annualised return. Its assets under management (AUM) are Rs 19,049 crore, while its net asset value (NAV) is Rs 1,524.56. Benchmarked against NIFTY 500 TRI, the fund has given annualised returns of 17.58 per cent since its inception in September 1994.
Franklin India Flexi Cap Fund
With an expense ratio of 1.66 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lump sum investment of Rs 7,00,000, the fund has grown to Rs 17,85,000 in 7 years.
